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:
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
Conversational digital forms accessible via web, mobile and tablet.
Automatically scores new customers based on affordability and eligibility.
Seamlessly exports data to finova CRM, Zapier or as PDF download.
Qualify customers efficiently
Review client credit files and make your KYC processes smoother with digital qualification.
Our broker platform gives you instant Experian credit reports, AML, PEP, and sanction list checks. All reports are conveniently saved as a PDF in your finova CRM system.
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.
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.
Key Features
documents securely stored on a bank-grade
infrastructure
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.
Conversational digital forms accessible via web, mobile and tablet.
130,000 individual criteria from 250 lenders via Knowledgebank
Looking after you and your customers
Finding the right insurance product for your customers
Ensure a smooth transaction with the top-rated UK firms
Meet your regulatory requirements
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.
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.*
Competitive mortgage procuration fees and daily commissions
Extensive lender panel for all types of lending – 70+ lenders
Choice of market leading protection panels (market or enhanced)
Fast payments – payments made the same day we receive payment from Lenders
Access to discounted finova technology
‘Refer and Earn’ generate income by introducing clients
Access to events and BDM support
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.
Create commission and fixed fee splits for brokers and introducers along with customer fee schedules
Record payments from Lenders, Providers and clients and match against expected income
Produce commission statements for brokers
Manage payments to introducers and other participants
Manage claw backs
Commission reporting on pipeline, written and banked business which can be exported to Microsoft Excel
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
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