The platform that covers 100% of your business as a mortgage broker
From first contact to funds release: CRM, financing cases, simulators, compliance, invoicing, and connected portals for your clients and partners. All in one tool, accelerated by AI.
14-day free trial • No credit card required • Cancel anytime
Mortgage Brokers Spend 60% of Their Time on Administrative Tasks
A CRM here, spreadsheets there, documents in emails, and online simulators: information scatters, re-typing piles up, and admin work slows your growth.
CourtImmo brings the whole business together on a single platform and hands repetitive tasks to artificial intelligence. Data entered once, nothing scattered, a flawless client experience.
- Scattered tools that do not talk to each other
- Endless document collection and follow-ups
- Re-typing into spreadsheets and third-party software
- One workspace for the entire financing journey
- Automatic reminders and alerts
- AI extraction, zero re-typing
100% of the broker's job, covered by modules that talk to each other
Every module shares the same client repository and the same audit trail. No re-typing, no orphan data.
One platform, four faces
Broker, borrowers, referral partners, and partner banks: the platform organizes the work around the same data, with no re-typing and no blind spots.
Your entire firm in a single workspace
A cockpit that tells you what to do every morning: prospects to call back, documents to chase, cases to submit, offers to review.
- Full pipeline from prospect to funds release
- Unified agenda, tasks, and mailbox
- 33 built-in simulators and calculators
- AI-assisted document extraction and summary notes
A client space that reassures and saves time
Your clients upload their documents, follow their case progress in plain language, and complete their journey at their own pace, securely.
- Guided input or AI-assisted conversational intake
- Document upload with instant checks
- Clear, step-by-step progress
- Secure space, data hosted in France
Engaged, well-informed referral partners
Real-estate agencies, wealth advisors, notaries: every referred deal is recorded, tracked, and commissioned alongside your cases.
- Record a referral in a few clicks
- Simplified progress tracking, without exposing financial data
- Transparent, tracked referral commissions
- Complete history of referred deals
Complete, standardized cases, no back-and-forth
Present each bank with a case checked for completeness, in the expected format, and keep track of every decision in the file.
- Cases presented to each bank's requirements
- Documents checked before every submission
- Tracking of agreements in principle and follow-up requests
- Bank decision history kept in the case file
Who Is CourtImmo For?
A solution tailored to your business structure.
Independent Agency
For owners of small and mid-sized brokerage firms.
The Problem
You spend your evenings doing data entry instead of chasing new mandates.
The CourtImmo Solution
Jean, you didn't become a broker to check whether the Net Taxable Income matches the payslip. Today, your file is ready in 2 minutes: the platform extracts the data with AI, calculates the debt ratio, and verifies document consistency. The result? You spend 2 fewer hours per day on admin work so you can focus on what drives revenue: advising clients and building your network.
A bank's rigor, a broker's freedom
Data hosted in France, bank-grade encryption and built-in ACPR, ORIAS and RGPD compliance. Your files and your clients' data are protected to financial-institution standards.
Stop losing money on every file
Estimate in 30 seconds what CourtImmo saves you every month, based on your file volume.
And AI accelerates every step
The platform covers the whole job; artificial intelligence makes it faster. Every module ships with AI accelerators that remove time-consuming tasks.
Transform Your Daily Workflow
See how CourtImmo changes the way you work with clients.
End-to-end compliance, not an add-on
ACPR, ORIAS, and GDPR: French brokerage regulatory requirements are built into the core of the platform, with legal archiving and a full audit trail. Your data stays hosted in France.
"I went from 5 to 8 deals per month without working weekends. The AI document extraction alone saves me 2 hours per client."
Ready to run 100% of your business in one place?
Join 500+ brokers in France who manage their entire business on CourtImmo and save 10+ hours a week thanks to AI.
14-day free trial • No credit card required • Onboarding support included