An autonomous operating system for financial services firms — managing pipelines, automating compliance, and surfacing the metrics that matter.
Every inquiry enters a trackable stage. Follow-ups trigger automatically. Nothing falls through the cracks.
Borrowers receive real-time notifications at every stage — applied, reviewed, approved, funded. No more "where's my loan?" emails.
Track commission income, conversion rates, and portfolio performance across all loan products — business, mortgage, emergency, student.
AI reads submitted documents, extracts key data, and pre-populates your approval workflows. Reduces manual data entry by up to 80%.
Each application is matched against your lending partners' criteria. Best-fit product recommendations, ranked by approval probability.
Schufa checks, BaFin disclosure requirements, and German lending regulations automated. Stay compliant without the overhead.
"A loan brokerage that runs on gut feeling loses money on every deal it doesn't see coming. We build the system that sees everything."
Not just the hot leads. Not just the closed deals. Every application, from first click to funded check, visible in one view.
Automated document processing and partner matching means approvals in days, not weeks. Speed is the product.
Every lead that goes cold is a commission you'll never see. Automated follow-up sequences keep momentum alive between touchpoints.
IPEHCapitalOS is the operating system that gives a boutique brokerage the intelligence of a large bank — without the overhead.
Autonomous. Always-on. Built for the business you're running.