Partner access
Manage customer cases centrally and transparently.
Partner area for intermediariesMore advice.
More advice.
Less effort. More completions.
As a kredit4you.at partner, you combine personal advice with a modern digital workflow. Capture requests in a structured way, organise documents and guide clients efficiently to the next decision.
Dedicated access for your casesDigital customer onboarding and documentsWhatsApp communication and digital signatures
Personal advice
People remain at the centre while the platform creates structure.
Cases under control
Status and next steps organised in one place.
Digital signatures
Send documents and let clients sign on their phone.
Organised documents
Combine documents from web, email and WhatsApp.
Your digital workplace
Everything you need for modern loan mediation
Support your process from first contact to completion without replacing personal advice.
Digital onboarding
Customers start through your personal link.
Document management
Documents are assigned to the correct case.
Digital signatures
Send documents directly to the client’s phone.
Bank logic
Use configured rules for a fast initial orientation.
Personal support
Get support for questions and special cases.
How partners work
A clear process for you and your customers
Every step is transparent and professionally structured.
1
Send customer link
Share your personal link by WhatsApp or email.
2
Capture request
Key customer details are collected digitally.
3
Complete documents
Request missing documents and uploads.
4
Review and advise
Discuss prepared information and next steps.
5
Signature and completion
Documents are signed digitally and the case is completed.
Faster orientation
Use bank rules and pre-check logic in a structured way
FinBot can be prepared with individual rules for different banks and products.
- Review several banks and products quickly
- Consider employment type and customer situation
- The result is orientation; the final decision remains with the bank
Documents without detours
From document request to signature digitally
Request documents directly. When a signature is needed, the client receives the link on the smartphone and signs in the signature field.
- Request and assign documents directly
- Digital signature on the smartphone
- Fast return and organised filing
Who is it for?
Professional support for different mediation models
Suitable for solo advisors, teams and companies.
Loan intermediaries
Efficiently capture and manage requests.
Finance companies
Combine advice and digital processing.
Financial advisors
Add finance services to your offering.
Cooperation partners
Integrate finance into an existing service.