Solutions

Credit operations BPO

Credit operations BPO

Automation and complete management of credit analysis, granting and management processes.

Montreal implements an outsourcing model that takes into account the specific needs of your business, combining a process-based management vision with the use of appropriate technologies. Incorporating the most modern service outsourcing practices and our maker essence, we transform everything from simple, everyday activities to the most complex. This approach ensures continuous improvement in results and allows your company to focus on its Core Business.

Within the Credit Operations BPO, we offer automation and complete management of processes related to credit analysis, granting and administration. With a scalable structure and specialized operations, our solution covers everything from personal, vehicle and payroll loans to a line dedicated to real estate loans, consortia and real estate advisory services.

Why choose Montreal

  • Multisectoral operations: real estate, vehicles, consigned goods, retail and others.
  • Operation dedicated to the complete credit chain.
  • Full credit system solution through strategic partnerships.
  • Exclusive platforms developed by Montreal - Creditools, Consigo and HubAuto.
  • Automation with RPA and BPMS.
  • Integration with financial agents, notaries and regulatory bodies.
  • Specialized team and technical expertise in credit and collateral registration.
  • Proven experience in large public and private operations.

Services

  • Credit analysis and risk assessment.
  • Processing tenders and contracts.
  • Portfolio management and credit granting.
  • Document validation and regulatory compliance.
  • Collection, renegotiation and default support.
  • Operational and management reports.
Real estate loans Exclusive business line with a structure for working across the entire real estate credit, consortia and advisory sectors
  • Credit onboarding.
  • Real estate appraisal reports.
  • Legal management in document analysis and issuing contracts.
  • Advice on registrations, release of funds, renegotiations, settlements with FGTS and by lapse of time.
Who it's for
Banks, fintechs, developers, construction companies, real estate agents and other institutions that operate in the lending sector and seek efficiency, compliance and operational excellence.
Structured production environment and teams prepared to act at each stage of the process, with scalability and operational resilience.
  • By volume of operations processed.
  • For proposals or contracts analyzed.
  • Specialized head count.
  • By partial or complete conveyor belt.
Banco Santander, Banco Safra, CashMe, Poupex, Banestes.

Strategic partnerships

CPS - Consulting, Processing and Systems

See how Montreal transforms
challenges into success

Discover our cases by strategic sector.

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