Elevate your mortgage brokerage with our advanced customer portal
Streamline collaboration, enhance transparency and transform client interactions
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.
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.
All the features you need to offer a secure, easy-to-use portal
24/7 access
Allow customers 24/7 access to key documents from pre-application to post-completion.
Custom branding
Make the portal you rown with custom styling to match your branding.
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.
Integrations
Seamlessly integrate with your Finova Broker CRM
What our customers say
Finova has enabled us to scale
“We've had two record years, and the platform has been incredibly stable and reliable throughout. We're also able to service our brokers much more efficiently.”
Finova has been nothing short of transformational
“Two years ago, none of our customers could switch mortgages online without our intervention. Now, we have hundreds of mortgages going through seamlessly.”
Ask us anything
How much does the Finova Customer Portal cost?
Can I get a free trial?
Is it secure?
Who uses the Finova customer portal?
Can I use my own branding and logos?
Is there an additional fee to store documents uploaded by applicants?
Latest news
The modern broker experience starts here.
Put your clients in control with a secure, intuitive portal that streamlines everything from document collection to deal updates.
