OVERVIEW

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.

TRUSTED BY
313 Financial LogoBlueberry Mortgages LogoEweMove LogoFinance Advice Centre LogoRose Capital Partners LogoSaffron Building Society Logo
Benefits

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

Start working closer with your customers
Schedule a demo
Features

The simpler way to complete applications

finova CRM Screenshot on Mobile Device Screenshots on a Desktop and Laptop
Customisable fact find to capture and qualify customer data effortlessly
Seamless integration with your finova Broker CRM
Write a range of products including mortgages, equity release, GI and protection
Easy document upload
Easily manage applications with multiple applicants
Digital signatures
Store documents securely in your own document library
Real-time status and secure messaging updates to improve communication

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

Introducer Portal Icon

Customer Onboarding

Generate and qualify your leads digitally

Learn more

finova Broker CRM Icon

finova Broker CRM

Process more with a highly configurable CRM system.

Learn more

Retention Marketing Icon

Retention marketing

Retain more clients with automated marketing.

Learn more

FAQ

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.

Do more, earn more, waste less. 
finova broking