Monetise mortgages and insurance without leaving your CRM.
Native funnels to route your clients to mortgage and insurance partners. Increase revenue per transaction without hiring more people.
Everything you need to monetise effortlessly
From pre-qualification form to commission payment, the whole flow runs natively inside your real estate CRM.
Integrated pre-qualification
The client completes a form directly from the CRM lead. The platform collects documents, checks eligibility and prepares the file without leaving the platform.
Smart routing
Based on the client profile, the system routes automatically to the right bank, broker or insurer with no manual decisions.
GDPR compliance and audit trail
All consents, access records and communication logs are stored with timestamps and kept ready for audit at any time.
End-to-end automation
Partner welcome emails, client follow-up reminders and status notifications happen automatically with no manual intervention.
Partner dashboards
Referral volume by partner, conversion rate, generated revenue and average response time in one exportable view.
Webhooks and REST API
Notify your partner in real time through a webhook or integrate with the bank's external system via API.
Full mortgage and insurance workflow demo coming soon
Every referral, fully traceable.
Regulators require consent records, communication logs and audit trails for every financial referral. ImoManager generates all of it automatically.
- GDPR consent captured and stored with timestamp
- Full log of every access to the client file
- Record of every communication with the partner
- Export to PDF or CSV for audit purposes
- Compliance with insurance distribution obligations
From lead to commission in 3 steps
The full process happens inside ImoManager with no external tools and no manual emails.
Client qualifies
The agent opens the lead in the CRM and shares a secure link. The client fills the pre-qualification form and uploads documents in under 3 minutes.
Platform selects the partner
Based on amount, term, financing type and location, the system chooses the best partner and sends the file automatically.
Partner converts, you earn
The partner reviews, proposes and closes. Track status in real time in the CRM and receive your commission without extra paperwork.
Connect the right partner to the right client
Configure banks, mortgage brokers and insurers with smart routing rules. New partners can be connected within 24 hours.
National banks
Mortgage brokers
Life insurance
Home insurance
Protection insurance
Custom partners
Don't see your partner?
How much are your clients' mortgages worth?
An agency with 20 transactions per month can generate EUR16,000 to EUR30,000 monthly in mortgage and insurance commissions without hiring an extra advisor.
Everything you need to know
There is no limit. You can configure multiple banks, mortgage brokers and insurers with custom routing rules for each one.
No. The client receives a secure link by WhatsApp or email and fills the form without registering.
The platform stores GDPR consent, access logs and full communication history with timestamps. Audit trails can be exported to PDF or CSV at any time.
Yes. We integrate through webhook or REST API and can also support structured email or web-form flows where needed.
Start today
Every buyer can generate mortgage commission.
See in 30 minutes how ImoManager turns real estate transactions into recurring mortgage and insurance revenue without any extra tool.
No commitment • Partners configured in 24h • Support in Portuguese