Equity Release

Why let your CRM limit the products you offer?

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Overview

Switch to finova Broker CRM and future-proof your business

Our software is designed for brokers to efficiently process applications for a wide range of financial products including equity release.

Supporting brokerages across the UK
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The rise of equity release

Equity Release set to reach £6bn this year

Further growth on the horizon

The equity release market is set to reach £6 billion this year, with more borrowers opting to release tax-free cash from their properties than ever before. This is creating a fantastic opportunity for brokers to diversify their product offering and make the most of the increasing demand ahead.

One system that can do it all

Benefits of finova Broker CRM for equity release

Source the best equity release products on the market

Get access to the most competitive equity release products all within one system using the air sourcing integration

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Save time and process more

Capture customer data effortlessly in one safe and secure system

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Define your own customer journey

Map the Broker CRM system to your own business processes with templated or highly configurable workflows

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Make manual processes a thing of the past

Increase operational efficiencies with automated and digital tasks for your team and customers

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Trusted partner

Why choose finova Broker CRM for equity release?

3,000+
Brokers trust us
18
third-party application integrations
100s
of configurable digital fields
1
system to write a range of products
1st
CRM with equity release air sourcing integration

What our clients say

“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.”

Powering the equity release market

The finova Core Banking Platform powers 70% of equity release lenders in the UK

finova provides equity release lenders with the best technology for a complete end-to-end customer journey. As your trusted technology partner, you can rest assured that we fully understand the equity release market.

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