Software for the mortgage brokerage firm
CourtImmo equips the brokerage firm (COBSP) that wants to industrialize production without losing quality. Standardized processes, lead distribution across brokers, performance dashboards and consistent compliance across the team.
Your challenges
- Working methods that differ from one broker to another
- Hard to distribute and track leads fairly
- Little visibility on the firm real performance
- Compliance that varies from one team member to another
How CourtImmo helps you
Standardized processes
A single processing path for every broker in the firm, ensuring consistent quality and fast onboarding of new hires.
Lead distribution
Assignment and tracking of leads across team members, with distribution rules and visibility on each workload.
Performance dashboards
Track volume, conversion rate and turnaround per broker and for the firm, to manage with real numbers.
Consistent compliance
Expected documents and checks are applied the same way on every file, securing the firm in case of an audit.
Concrete results
All our brokers finally work the same way, and I run the firm on reliable numbers.
Frequently asked questions
How many users are included?
The Cabinet plan is multi-user and scales with your team size. Contact us for exact sizing.
Can leads be distributed automatically?
Yes, you define assignment rules and the platform distributes and tracks leads across your brokers.
Do you handle multiple agencies?
For multi-agency structures and networks, the Réseau plan adds centralized management and white-label.
Ready to handle more files?
See CourtImmo in real conditions on your own files.
