Designed to help lenders effortlessly improve intermediary relationships
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.
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.
Remove manual processes and speed up operational processes with configurable workflows and automated tasks.
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.
Digital tools for efficient 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.
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.
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.
Keep your brokers up to date with the in-built broker portal, which allows brokers to track the status of active applications.
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.”
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.