Creditlink: easily create a mortgage application with CASAFARI CRM
Estate agents can submit and manage mortgage applications on their clients’ behalf using Creditlink in the Custom funnels section of CASAFARI CRM. Agents gather client details through a custom form, send the organised data to bank contacts within the credit module, and track application progress alongside their client on a dedicated communication page.
In this article, we’ll show you why applying for a mortgage for your clients is a smart move, how to do it with CASAFARI CRM, and how this extra step can help you stand out on the real estate market.
Why applying for a mortgage on behalf of your clients is a good idea
Buying a home is a big milestone, but let’s be honest—it comes with a mountain of paperwork and decisions. That’s where estate agents have the perfect chance to shine in the eyes of their clients. With CASAFARI, you can go the extra mile and apply for a mortgage on their behalf, making their journey smoother and more stress-free.
Instead of leaving clients to figure out the financing on their own, you become their trusted guide from the very first viewing all the way to getting the keys. You’re already helping them find their dream home—why not help them finance it too? With just a few clicks inside CASAFARI CRM, you can submit their mortgage application directly, speeding up the process and keeping everything in one place.
Offering this service means you’re not just selling homes—you’re providing a complete, all-in-one experience. It’s one less task for your clients to worry about and one more reason for them to recommend you. In a competitive market, that kind of service makes a real difference. And the best part? You’re in full control of the process, backed by a tech platform that keeps things fast, easy and efficient.
How to apply for a mortgage for your client
Inside the “Custom funnels” section of CASAFARI CRM, you can now find the option of Mortgage application with Creditlink. Head over there to:
- Create a form for your clients to gather all the data you need for applying for a mortgage.
- Once your clients have filled in the blanks, the submitted data is automatically organised and displayed within the CRM’s credit module.
- In just a few clicks, you can forward their details directly to the bank managers you have as contacts, initiating the mortgage process on behalf of your clients.
- Request sent? Now a Creditlink is generated: a page where you and your client can communicate, exchange documents, and track the progress of the mortgage application.
And did you know that this is not the only new feature of ours? CASAFARI’s real estate CRM offers client communication tools like Ownerlink and other fresh functionalities targeting a simpler way of working – both individually and as an agency.
What’s new with CASAFARI CRM: features for better efficiency
Now that you know all about how to apply for a mortgage for your clients with no effort at all, sign in to the CASAFARI platform to start leveraging this possibility.
Frequently asked questions
What is Creditlink in CASAFARI CRM?
Creditlink is a feature inside the Custom funnels section of CASAFARI CRM that generates a dedicated page where estate agents and their clients can communicate, exchange documents, and track the progress of a mortgage application.
Where do I find the mortgage application feature in CASAFARI CRM?
The Mortgage application with Creditlink option is located inside the ‘Custom funnels’ section of CASAFARI CRM. Once a client completes the application form, submitted details are automatically organised within the CRM’s credit module.
How does CASAFARI CRM collect client information for a mortgage request?
The agent creates a dedicated form inside the Custom funnels section for the client to complete. Once submitted, the client’s information is automatically organised and displayed inside the CRM’s credit module.
How are mortgage applications sent to banks through CASAFARI CRM?
From the credit module inside CASAFARI CRM, the estate agent can forward the organised details directly to bank managers in their contacts. This initiates the mortgage application process on behalf of the client in just a few clicks.
Why should estate agents apply for a mortgage on behalf of their clients?
Managing mortgage applications saves clients time and reduces paperwork, offering an all-in-one service from the first viewing to getting the keys. It also keeps agents in control of the transaction timeline and sets their agency apart in a competitive market.