Collaborate to complete applications quicker
Collaborate with your customers
The finova Client Portal helps brokers and customers efficiently manage tasks needed to complete applications faster. Tasks are clearly displayed on a user-friendly dashboard for improved customer engagement and better customer service.
More leads, less effort
Faster application completions
Speed up the application process with digital signatures and easy document upload
Increased customer engagement
Make things easier for your customers with tasks clearly displayed on a user-friendly dashboard
Save time and effort
Keep customers informed throughout their application with automated status updates
The simpler way to complete applications
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!”
Integrate your customer onboarding
Generate and qualify your leads digitally
finova Broker CRM
Process more with a highly configurable CRM system.
Retain more clients with automated marketing.
Frequently asked questions
Is there an additional fee to store documents uploaded by applicants?
Store the documents you receive through the Client Portal completely without any additional charges.