Boost efficiency and strengthen client relationships with a fully customisable broker CRM solution

Our CRM software offers brokers unparalleled efficiency through advanced automation, bespoke workflows, seamless third-party integrations and the flexibility of a highly customisable, configurable cloud-based solution.

Track and manage applications
Collaborate with your team
Streamline workflows

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Streamline operations, boost productivity

Automate repetitive tasks and organise customer data in one centralised platform. Reduce administrative burdens and focus more on building client relationships and winning business.

Enhance the customer experience

Deliver a personalised client experience with all your customer data at your fingertips. Real-time application updates and secure messaging features ensure clients feel informed throughout the process.

Seamless integration and scalability

Grow your business with a CRM that integrates with essential tools and third-party services. Facilitate smooth data transfer with a scalable CRM that adapts as your business expands.

Comprehensive compliance and security

Secure data storage, a full audit trail of activities and customisable compliance documentation ensures you remain compliant. Advanced security measures protect sensitive information.

Finova Broker CRM by numbers

3,000+

Brokers using our platform

20+

Integrations, including market leading mortgage sourcing platfomrs

20 years

of experience in the financial services industry

Bi-weekly

product releases with new features and enhancements

Finova Broker CRM guide

Learn more about how our comprehensive CRM solution can streamline your operations, enhance client relationships and boost productivity.

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All the features and functionality you need to run your brokerage

Fully customisable

Tailor workflows, create personalised email templates and define different client journeys to align with your unique business processes.

Advanced automation

Eliminate tedious tasks, create follow-up tasks and streamline your sales outreach to save time and enhance efficiency.

Diverse product support

Manage a wide range of products including wills, specialist lending, equity release and commercial mortgages.

Multi-channel engagement

Utilise letters, SMS and two-way email integration to engage customers with timely messages. Leverage AI to craft engaging emails.

What brokers like you say

“Switching from our old CRM to Finova Broker CRM has been a breath of fresh air! The system is great and easy to use. The features on it make everyday working much more easier and quicker! Overall it’s a great system and would highly recommend..”

“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.”

Join over 3,000 brokers
who trust Finova