Switzerland biggest mortgage broker that provides personalized advice and helps clients find the best deals.

Mortgage and insurance providers’ time is quite a limited resource — on the one hand. On the other, potential customers need to know what Money Park is capable of and how it can be useful to them.

To meet these needs, we build a website with tools and calculators that allow visitors to enter data, see basic calculation results and an overview of their affordability situation while saving up advisors’ time.

Money Park platform processes, receives and shares lots of data with customers, advisors, partners, banks, and real estate agencies.

To handle this, we’ve designed an advanced CRM system that covers everything advisors may need from the very first contact with the customer to getting an offer from banks, and has a number of features crucial for business:

• Financial analysis tools
• Property evaluation tools
• Interfaces for banks and real estate agencies
• Tax optimization tools
• Pension analysis mechanisms
• Insurance products analysis tools
• Calendar and planning mechanisms
• Email Engine
• Document management system

Money Park partners with multiple real estate agencies, and to make collaboration more efficient, we’ve created a special interface for real estate agencies.

It helps agencies pick the properties based on Money Park customers’ situation and desires. If there are no properties that meet requirements, the customer may complete the pre-qualification process and be at the top of the list when such property becomes available.

The price of the property is a complex thing that depends on numerous factors, and for customers, the price may not always be transparent.

We created a property valuation interface that allows users to set parameters of the property and its price, and get the assessment of how adequate the price is.

It’s not possible to learn everything about the location your desired property is situated in before you spend some time living in this location. But it is always worth a try.

We use a tool that allows you to learn everything about the location — a noise level at daytime or nighttime, are there any trains around, can you see the mountains, how good the mobile connection is, transport availability, and everything about the infrastructure.

Money Park is a market leader and has a well-shaped system and technologies that might be useful for other companies that want to provide the same service.

We designed a sub-platform named Finance Park that provides partners with technologies, developments, data, and everything needed to act as efficiently as Money Park itself.