Broker CRM

Take your brokerage to new heights with finova Broker CRM

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Overview

Process more applications digitally

Designed for directly authorised brokers, appointed representatives and in-house broker teams, finova Broker CRM helps to transform your business operations and process applications more efficiently.

Supporting brokerages across the UK
Blueberry Mortgages Logo313 Financial LogoFinance Advice Centre Logo3 Sixty LogoRose Capital Partners Logo
Get more from your CRM
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One system that can do it all

Benefits of finova Broker CRM

Save time and process more

Capture customer data effortlessly in one safe and secure system

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Two men sat at a kitchen table, one advising the other with a laptop
A laptop with a female hand on the keyboard with a graphic workflow overlay over the top

Define your own customer journey

Map the Broker CRM system to your own business processes with templated or highly configurable workflows

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Make manual processes a thing of the past

Increase operational efficiencies with built in automation your brokerage and customers

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A hand holding a mobile phone with a screenshot of an automated mortgage reminder email
A man explaining/selling to a woman whilst looking at an ipad

Increase cross-selling opportunities

Use finova Broker CRM to help increase cross-selling opportunities for general insurance and protection

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Trusted partner

Why choose finova Broker CRM

3,000+
Brokers trust us
18
third-party application integrations
100s
of configurable digital fields
1
system to write a range of products
1st
CRM with equity release air sourcing integration

What our clients say

“Everything I do now is designed to free up as much of my time as possible. I chose the finova Broker CRM with its built-in automation so that it frees me up to do the things that I’m best at.”

Discover the benefits of Broker CRM today.

Book a free demo at a day a time that works for you

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