BROKER CRM Customer Portal
Elevate your mortgage brokerage with our advanced customer portal
Streamline collaboration, enhance transparency and transform client interactions
Powering customer portals across a range of brokerages, from small firms to national brokerages
3 reasons why brokers use the finova Customer Portal
Manage documents efficiently
Streamline document management with a single platform to securely share and manage all key documents with customers. Avoid using insecure sharing methods, such as email.
Keep your customers engaged
Stay connected with customers throughout the application process with instant messaging. Provide real-time updates, address concerns and offer proactive assistance to foster transparency and trust.
Exchange information securely
Sharing confidential application details with customers in a secure environment. Full audit trail for transparency and compliance.
Register for your FREE 3-month trial
Provide your customers a better mortgage experience and claim your free 3-month trial today.
Claim your FREE 3-month trialYour simple, secure customer portal for better information sharing
Modern design
A fully branded, modern online presence for your brokerage.
User-friendly
Intuitive interface for both you and your customers.
Security
Prioritise data security and compliance with our secure environment.
Efficiency
Streamline your workflow and enhance collaboration with clients.
Transparency
Connect with customers and keep them engaged at every stage of the process.
Who’s the finova Customer Portal for?
With pricing starting at a £30 per month per firm, our customer portal is suitable for any size brokerage.
The finova Customer Portal includes must-have features for mortgage brokers, offering a transparent platform for borrowers throughout the entire mortgage process.
Broker CRM Customer Portal
What our customers say
“The finova Broker CRM Customer Portal has made my workload feel lighter. The portal's intuitive interface and streamlined features have truly transformed the way I handle applications.”
"The instant messaging chat feature not only brings a level of familiarity for clients, making them feel more at ease, but it also streamlines our communication like never before.”
“Having a secure environment for sharing confidential information about my client’s application gives both me and my clients peace of mind throughout the process.”
Ask us anything
How much does the finova Customer Portal cost?
Pricing for our Customer Portal starts at just £30 per firm.
Can I get a free trial?
Yes. To get started, simply provide us with your contact information here and one of our representatives will be in touch to set up your free trial. During your trial period, you'll get full access to all the features and functionality of our platform, enabling you to explore its capabilities and see if it's the right fit for your business.
Is it secure?
The finova Customer Portal implements banking-level security measures to ensure the complete safety of your customer information and data. With advanced encryption and authentication protocols, your data is protected both during transmission and storage.
Who uses the finova customer portal?
From small brokerages to national broker firms, our customer portal is suitable for any size brokerage.
Can I use my own branding and logos?
Absolutely! We understand the importance of maintaining consistency and reinforcing your brand identity. That's why our Customer Portal is completely brandable, allowing you to customise it to match your company's unique look and feel. You can easily incorporate your logo, colour scheme and other branding elements to ensure a seamless and cohesive experience for your customers.
Ready to elevate your brokerage?
