Make switching easy - for you and your borrowers
Finova’s Retention Portal makes mortgage product switching simple, fast, and seamless. Empower customers to explore options, choose their next mortgage, and complete the switch - all in one secure, fully branded portal.
Supercharge retention
Boost customer loyalty with a smooth, end-to-end switching experience that keeps them engaged and less likely to look elsewhere.
Cut costs
Reduce manual processing, free up operational resources, and handle more switch requests without extra headcount.
Empower customers
Let borrowers browse and compare products, pick a switch date, and complete their selection - all at their own pace, on any device.
Switching in three easy steps
Log in
Customers securely access the portal to view all the information they need for their switch.
Explore options
Show all eligible mortgage products with clear, comparable details, helping borrowers make informed choices.
Select and confirm
Generate all necessary documents automatically and guide customers through payment steps and confirmation.
Feature-rich by design
The Retention Portal comes with everything you need to offer a secure, easy-to-use switching experience:
Self-select switch date
Give customers control over when their new product starts.
Mobile responsive
Works perfectly on any device for a smooth experience anywhere, anytime.
Secure access
Data encryption, multi-factor authentication, and regular security audits safeguard sensitive information.
Custom branding
Style the portal to reflect your brand and create a consistent customer journey.
Integrations
Connect with your existing servicing provider via API for real-time data sync.
Accessibility
Built to Level AA of WCAG standards to remove friction for all users.
Seamless integration, zero disruption
Connect the Retention Portal to your current servicing provider via API and keep everything in sync for a consistent, accurate, and hassle-free experience.
Retentions portal user guide
Learn more about how our retentions portal makes it easy to switch your customers to a new mortgage product.
Boost retention.
Reduce costs-to-serve.
Book your demo and see how Finova’s Retention Portal can help you keep more customers, for longer.
