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    Specialist lending
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    Equity release
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    Specialist Lenders
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    Equity Release
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Support
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    Broker CRM help centre
Contact Us
Contact

Broker CRM Support Hub

Whether you're just getting started or looking to explore more advanced features, you'll find all the support you need right here

Training resources

Make the most of your Broker CRM with our collection of step-by-step guides, video tutorials, and helpful documentation.

Explore training resources

Webinars

Catch up on our expert-led webinars covering a wide range of topics. You can also register for upcoming sessions to stay ahead.

Coming soon

Release notes

We’re constantly adding new features to meet your needs. See what’s new in the latest release.

View release notes

GDPR support

Learn how Broker CRM supports you in meeting GDPR requirements and managing client data securely.

Learn more about GDPR

AML and credit searches

Digitally review client credit files and streamline your KYC process with integrated anti-money laundering and credit search tools.

Learn More

Need more help?

Our support team is here to help.
01275 400 650
broker.support@finova.tech

Or, you can raise a support ticket:
Raise a ticket
Support hours: Monday to Friday, 09:00 – 17:00 (excluding public holidays).

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Product
  • Lending
  • Savings
  • Servicing
  • Decisioning
  • Intermediary Manager
  • Broker CRM
  • Broker Payments
  • Broker ID
  • Mobile app
  • Retention Portal
Solutions
By Lending Type
  • Residential
  • Buy to Let
  • Specialist Lending
  • Equity Release
  • Islamic Finance
By Savings Type
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  • Corporate Savings
By Financial Institution
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  • Building Societies
  • Specialist lenders
  • Equity release
  • Brokers
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