finova Broker CRM

A fully customisable broker CRM software designed for the modern Intermediary

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OVERVIEW

Finance broking the digital way

Process more applications with the finova customer relationship management (CRM) tool and transform your operational processes.

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

Designed for directly authorised brokers, appointed representatives, networks and in-house broker teams

Our broker software helps to automate everyday tasks, saving you time to focus on the things that matter like nurturing client relationships.

Highly configurable​

Configure our broker software to match your exact workflows for a system as unique as your brokerage.

Full user management

Grant different levels of permissions to give full access or restricted access to your teams.

Endless capabilities

Run your brokerage from a single broker CRM system with a wide range of financial products.

Find out how you can transform your business with a modern CRM
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Features

Design the CRM around your business needs

Don’t let your business tools dictate how you should work. The finova Broker CRM has been designed to be fully customisable, so it will grow and evolve with your business.

Customisable fact find

Capture the customer data relevant for your business and qualify new applicants effortlessly.

A man's hands using a laptop with the finova CRM Fact Find screen showing on a laptop
Hands holding an ipad with flexible workflows screen displayed from the finova Broker CRM

Flexible workflows

Define your own customer journey with configurable workflows allowing you to map your businesses processes for greater control.

Built in automation

Remove tedious work with custom automation rules, so you can free up your time and focus on what you do best.

A woman using a laptop with the finova CRM built in automation rules on the screen
Hands holding an ipad with the compliance documentation screen from the finova Broker CRM

Customisable compliance documentation

Create the documents needed to fulfil your compliance requirements, with a clear and downloadable audit trail.

Personalised reports

Use key data to drive your business decisions with enhanced Microsoft Power BI reporting for rich data visualisation, and fully configurable reports across all products, commission reconciliation and tracking.

A laptop showing personalised reports from the finova CRM, with a glass on water to the side
Two men shaking hands and smiling at each other

Retain more customers

Keep your customers for longer with brandable retention emails and text messages before their deal end.

Find out how you can tailor the finova Broker CRM to meet your business needs
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finova Broker Portal and Research Tools Screens on devices

Qualify customers efficiently

We know your leads come from a variety of sources - our broker software can help efficiently qualify all prospective customers making your KYC process smoother.

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Case management

Use full case management to provide your customers with a stress-free experience with everything you need at your fingertips.

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Track expectations

Commission reconciliation and tracking

Save time, effort and resources with digital
conveyancing case tracking
Track your brokerage commissions all in one place

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Already using finova CRM?

Review client credit files and make your KYC process smoother with digital qualification
INTEGRATIONS

Integrate with all your applications

finova Broker Platform Integrations Diagram
CROSS SELL

Your CRM shouldn’t cost you money
- it should make you money.

Use finova CRM to help increase cross-selling opportunities for general insurance and protection.

The CRM your whole business will love

Whatever your business size and goals, the finova Broker CRM can be personalised
to your specific needs.

Broker software for
small firms

  • Quick and easy set-up with no interruption to your business
  • A selection of intuitive template workflows to choose from
  • Keep your customers for longer with automated retention

Broker CRM for
growing firms

  • Configurable workflows to match your business processes
  • Keep track of all applicants with granular case tracking
  • Tailored implementation to suit your business needs

Broker software for
networks

  • Highly configure so all your AR’s work from the same workflows
  • Ability to create multiple hierarchies
  • Control products by authorisations
A couple shaking hands and smiling with their broker
CASE STUDY

Building a better CRM: Furnley House

How finova’s Broker Platform enhanced operational practices to better equip independent financial planner and mortgage broker, Furnley House, for future growth.

What our clients say

“The flexibility it offers will enable us to manage growth and reduce our overnight processes to allow customers full access to their accounts throughout the day.”

“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.”

FAQ

Frequently asked questions

Is the finova Broker CRM cloud-based and therefore available on windows desktop, iMac desktop and mobile devices?

Yes, the Broker CRM it is web-based, meaning you can conveniently access it anywhere on any device with an internet connection. We recommend using Google Chrome for optimal performance and this is available on all mobile devices as well as Macs.

Can I access the Broker CRM via mobile?

Yes, your brokerage can easily access the Broker system on your mobile via a URL. Many of our clients post this link on their website for their customers to access.

What is your maintenance downtime policy / schedule?

We have had 99.9% uptime over the last 6 months and release new updates monthly overnight to minimise any disruption.

How do leads from our website or Facebook / Instagram get imported into the Broker CRM?

Our Broker software integrates with a wide range of third-party integrations, such as Zapier, which seamlessly imports your leads directly from Facebook, Instagram or other social media channels.

My company has very specific work processes, how configurable are the workflows within the Broker CRM?

Workflows are completely customisable, you can have as many or as few stages as you choose and the workflows can be different for each product type your business needs. You can also have as many products as you like. After each stage you can generate automations such as SMS messages or emails to be sent or diary tasks to be created.

Where will our data be stored and does this comply with UK GDPR?

Data within the Broker CRM is securely hosted in Amazon Web Services (AWS) servers in the UK and our data storage is fully GDPR compliant.

Will we receive support us during implementation and once we start using the Broker CRM?

Yes! During your set-up one of our account managers will be on hand to train your team on using the Broker CRM. We also have a wide range of online resources to guide you through the Broker CRM, as well as a dedicated in-house support team who can help you with any enquiries.

How do I migrate from my current CRM?

Every CRM is different, chat to one of our team who can provide you helpful advice on whats involved with moving to a new CRM.

Matt Harrison Headshot
Matt Harrison
Sales Director of the Broker CRM at finova
Sales Director – Broker CRM

Matt Harrison

Matthew Harrison supports brokers across the industry find and implement the most flexible and configurable solutions to drive their business and increase efficiency.  

With over 15 years’ experience in the industry, including working as a mortgage broker, Matthew is well versed in the breadth of the financial services sector and the unique opportunities and challenges brokers face.

Do more, earn more, waste less. 
finova broking.