finova Broker CRM Customer Portal

Elevate your mortgage brokerage with our advanced customer portal

Streamline collaboration, enhance transparency and transform client interactions

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Collaborate with your customers

Streamline application processes and enhance customer satisfaction. With finova’s Customer Portal, both brokers and customers can easily navigate through tasks, ensuring a smoother and faster application journey. Experience enhanced customer engagement and elevate your customer service.

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More leads, less effort


Faster applications

Accelerate application completion by providing customers with a clear overview of outstanding tasks.


Collaborate effortlessly

Enable borrowers to seamlessly manage their application, from uploading documents to managing their application data.


Keep customers informed

Stay connected with customers throughout their application with instant messaging and real-time updates.

Provide your customers a better mortgage experience
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All the features you need to offer a secure, easy-to-use portal


Custom branding
Make the portal you rown with custom styling to match your branding.


24/7 access
Allow customers 24/7 access to key documents from pre-application to post-completion.


Instant messaging
Stay connected with customers throughout the application process via instant messaging.


Document management
Share important documents seamlessly and request the information you need upfront for faster case processing.


Real-time notifications
Know when key documents are acknowledged, ensuring transparency to keep applications on track.


Secure access
Banking-level security measures ensure your customer’s sensitive data is secure. GDPR compliant.


Full activity audit log  
Track every action and maintain a transparent record of activities to meet regulatory requirements.


Mobile and tablet-friendly
Allow customers to manage their applications seamlessly from desktop, mobile or tablet.


Fully accessible
Built to Level AA of the Web Content Accessibility Guidelines (WCAG) ensuring a fully inclusive experience.


Seamlessly integrate with your finova Broker CRM

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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.”

“Since switching from an old CRM system to finova Broker CRM it has been a breath of fresh air! The system is great and easy to use.The features on it make every day working much more easier and quicker! Overall it’s a great system and would highly recommend.”


Ask us anything

Is it secure?

The finova Customer Portal implements banking-level security measures to ensure the complete safety of your customer information and data. With advanced encryption and authentication protocols, your data is protected both during transmission and storage.

Can I use my own branding and logos?

Absolutely! We understand the importance of maintaining consistency and reinforcing your brand identity. That's why our customer Portal is completely brandable, allowing you to customise it to match your company's unique look and feel. You can easily incorporate your logo, colour scheme and other branding elements to ensure a seamless and cohesive experience for your customers.

Is there an additional fee to store documents uploaded by applicants?

No, there are no additional fees for storing documents uploaded by applicants. Our Customer Portal offers secure document storage aspart of our standard service, ensuring convenience and peace of mind for both you and your applicants.

Do more, earn more, waste less. 
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