Intermediary Manager

Designed to help lenders effortlessly improve intermediary relationships

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OVERVIEW

A unique single view of the intermediaries you work with

Intermediary Manager provides lenders with a highly configurable system to onboard, manage, communicate, track and even report on key broker information. Through flexible automated workflows, your internal teams can save time on a range of tasks, in one secure cloud-hosted system.

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

A system that scales with your business

One view, one system

Save time and effort by consolidating key broker data into a single system, accessible to all relevant teams.

Increase efficiency

Remove manual processes and speed up operational processes with configurable workflows and automated tasks.

Improve communication

Use built in automation to communicate with your brokers at various touch points throughout the onboarding journey.

Increase the accuracy of data

Remove potential human error with enhanced due diligence checks and integrated data sources, such as the FCA, Companies House data and ICO.

Discover the difference automation can make to your business
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Features

Digital tools for efficient relationship management

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Onboarding

Fully manage the onboarding of new firms and brokers through highly configurable workflows. The document management suite helps to manage the production, request and receipt of key documents required to support the registration process; while the audit trail helps keep track of relevant checks completed.

Two men looking at a desktop with the onboarding screen displayed
Hands holding an ipad with flexible workflows screen displayed from the finova Broker CRM

Relationship management

Record all key details and important information about your intermediaries and partners. Segment your database to target specific brokers with marketing campaigns and automated communication including emails, letters and texts.

Business Intelligence

Learn more about your brokers using key metrics and KPIs clearly displayed on a user-friendly dashboard for full management reporting. Gather the data your business needs with configurable business intelligence widgets. View data from various levels including networks, firms or brokers.

A hand using a laptop with the business intelligence screen shown on screen
Hands holding an ipad with the activity management screen

Activity management

Keep up to date and manage day-to-day activity through an integrated diary management system and automatic visit scheduling.

Security and usability

Protect your intermediary records with bank grade security and GDPR compliant data management.

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

Broker portals

Keep your brokers up to date with the in-built broker portal, which allows brokers to track the status of active applications.

Make spreadsheets a thing of the past today
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INTEGRATIONS

Integrate with all your applications

finova Broker Platform Integrations Diagram
A couple shaking hands and smiling with their broker
CASE STUDY

A streamlined process for managing Intermediaries

Discover how The Cambridge Building Society are utilising Intermediary Manager to build closer relationships with their brokers.

FAQ

Frequently asked questions

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CROSS SELL

Broker ID section

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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.”

Matt Harrison Headshot
David Bennett
Commercial Director Broker Channel
Sales Director – Broker CRM

David Bennett

I’ve been working in Financial Services for over 20 years now and I’m hugely passionate about ensuring great client outcomes and providing clients with solutions that help solve problems or drive efficiencies.  A highly motivated individual with great enthusiasm and a real ‘can do’ attitude my strengths lie in my ability to understand complex e-commerce positions, motivate people and influence customers.

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