Intermediary Manager

Designed to help lenders effortlessly improve intermediary relationships

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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.

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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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Digital tools for efficient relationship management


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.

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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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A streamlined process for managing Intermediaries

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

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Broker ID: Data your business can rely on

finova’s Broker ID combines multiple data sources to provide a single source of truth for valuable insight into your intermediaries and their brokers, from a single platform.

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.”

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Chris Little
Chief Revenue Officer
Your business partner

Chris Little

Chris Little is Commerical Director at finova, looking after the business’ corporate strategy for lending and banking solutions. In his role, Chris leads all business development and commercial activity, ensuring that finova retains its edge in the market.

Prior to joining finova, Chris founded and launched BEP Systems – the market leading origination platform in the UK’s lending sector which is now part of finova’s Core Banking offering.

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