OVERVIEW

Run your business more efficiently

finova’s SaaS cloud platform provides everything you need to run your broker business efficiently and serve more customers better and quicker than ever.


No matter what kind of broker you are, the suite of software can be tailored to your specific needs:

Directly Authorised mortgage broker
Appointed representatives
Networks
In-house broker teams at financial institutions
TRUSTED BY
313 Financial LogoBlueberry Mortgages LogoEweMove LogoFinance Advice Centre LogoRose Capital Partners LogoSaffron Building Society Logo
CUSTOMER ENGAGEMENT

Attract and convert more

Increase conversion rates and reduce time and effort wasted on poor quality leads with finova’s Customer Onboarding module. With its modern, digital front end, you’ll spend your time on better quality leads and make a great first impression with prospective customers and introducers.

Features

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Affordability Icon
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Experian credit reports
AML
PEP
Sanction list checks
Experian Form Screenshot on a. Mobile Device
View your credit file within your CRM
Digital Qualification

Qualify customers efficiently

Review client credit files and make your KYC processessmoother with digital qualification.  

Our broker platform gives you instant Experian creditreports, AML, PEP, and sanction list checks. All reports are conveniently savedas a PDF in your finova CRM system.  

Register for AML and Credit Searches
Experian credit reports
AML
PEP
Sanction list checks
View your credit file within your CRM
Collaboration Tools

Collaborate with your customers and speed up applications with the Client Portal

Adviser and customers tasks are displayed clearly on the Kanban-style dashboard – which promotes improved customer engagement and a fast, efficient process.

finova Client Portal Screenshot on Laptop
In-depth digital Fact Find
Open Banking
Biometric ID verification
Credit reports
Coming soon
Real-time status updates
Secure messaging
Coming soon
Digital signatures and document upload
Appointment management
Coming soon
Find out how we can improve your customer engagement.
Book a demo
Case management and CRM

Process more cases with finova Case Management and CRM modules

We don’t tell you how to run your business!

finova software has the broadest range of functionality and can be configured to meet your specific requirements.

finova CRM Screenshot on Mobile Device

Key Features

Customisable fact finds to capture customer information in a manner you want
Configurable workflows to automated task engine to map to your business processes
Customisable compliance documentation for a clear audit trail of all advice
Cloud-based secure storage with all data and
documents securely stored on a bank-grade
infrastructure
Referral management tools for your introducer network, plus Commission reconciliation and processing
Comprehensive communication tools including letters, SMS and two-way email integration
Automated document creation
Integrated diary and task management
Full reporting suite, including scheduling
INTEGRATed to your ecosystem

Access your ecosystem from a single system

The Broker platform is connected to all of the key systems you need to run your business. Manage everything from a single site and let us manage the background integration to your client records.

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Sourcing systems
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Criteria support
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Protection
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General insurance
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Conveyancing
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Compliance
Find out more
finova Broker Platform Integrations Diagram
Learn how our Broker Platform can integrate with your existing systems.
RETENTION

Retain more clients with automated marketing and a five-star service

Increase operational efficiency with the finova Retention service. Using marketing automation, it engages with consumers during the initial term of their mortgage and prompts them to renew through a timely stream of personalised emails.

The Retention module pre-populates consumer data and guides borrowers through their current mortgage terms, affordability and eligibility. It also provides a list of suitable new mortgage options based on their current circumstance.

finova Retention Marketing Email on Mobile Device
Proc fee payments and commission tracking

Earn More and track commissions

finova payments ensures you receive your proc fee payments from lenders. An innovative payment and processing package, it could help you earn an additional £400 per month.*

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Competitive mortgage procuration fees and daily commissions

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Extensive lender panel for all types of lending – 70+ lenders

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Choice of market leading protection panels (market or enhanced)

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Fast payments – payments made the same day we receive payment from Lenders

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Access to discounted finova technology

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‘Refer and Earn’ generate income by introducing clients

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Access to events and BDM support

* based on our average rebate and a broker submitting eight cases per month

Commissions tracking gives you unique commission handling tools to monitor your revenue flows. It tracks revenue from initial potential income through to completed business and awaiting payment.

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Create commission and fixed fee splits for brokers and introducers along with customer fee schedules

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Record payments from Lenders, Providers and clients and match against expected income

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Produce commission statements for brokers

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Manage payments to introducers and other participants

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Manage claw backs

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Commission reporting on pipeline, written and banked business which can be exported to Microsoft Excel

why finova

We aspire to be the most recommended technology partner in the lending and savings market

What our clients say

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

“The resulting client engagement has been remarkable and the ensuing increase in business very apparent – long may it continue!”

Do more, earn more, waste less. 
finova broking