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Finova Broker CRM
What Finova Broker CRM is
Finova Broker CRM is web-based software for financial services brokers, with borrower management and loan pipeline tracking. It centralizes enquiries and ongoing communication, and supports application tracking, onboarding, and other customer-facing work. Firms can configure workflows, automations, permissions, tasks, reminders, documentation, visualisations, and interface settings without code. The integrated customer portal supports lead verification, KYC checks, document gathering, signatures, updates, follow-ups, and reminders. Native integrations cover lead acquisition through social media channels, email clients, credit referencing agencies, and other tools. Custom automations and an audit trail help firms build compliance into workflows; GDPR tools support consent capture and client data access, export, correction, erasure, restriction, portability, and objection workflows. Finova describes EU-based infrastructure, restricted and monitored production access, firewalls, 24/7 threat monitoring, daily backups retained for 14 days, and a disaster recovery site. It says it holds ISO 27001 and ISO 27017 certifications. Expert setup takes 2 to 4 weeks, while the off-the-shelf option may run in as little as 3 days, according to Finova. Pricing is on request.
Who it suits
Finova Broker CRM is intended for financial services brokers needing borrower management, loan pipeline tracking, and configurable customer workflows. It may suit firms that also need compliance and GDPR processes built into their operations.
What it does well
- Tracks borrowers, loan pipelines, applications, and onboarding.
- Workflow and interface settings can be configured without code.
- Customer portal supports KYC, documents, signatures, and updates.
- Includes GDPR workflows and ISO 27001 and ISO 27017 certifications.
What to know first
- Pricing is available on request.
- Expert setup takes 2 to 4 weeks.
- Off-the-shelf setup can take up to 3 days.
Limits
The product is paid, with pricing available on request. Expert setup takes 2 to 4 weeks; the off-the-shelf option can be running in as little as 3 days.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Finova Broker CRM | Pricing not listed; book a demo | On request |
As finova.tech lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Finova Broker CRM website.
- Contact Finova to request pricing or book a demo.
- Choose expert setup, which Finova says takes 2 to 4 weeks, or the off-the-shelf option, which can be running in as little as 3 days.
- Use the web platform to configure workflows, permissions, tasks and automations.
Verdict
Finova Broker CRM combines broker-focused case management with configurable workflows, customer portal functions, and compliance tools. Buyers need to request pricing and choose between the stated setup options.
Questions
How much does Finova Broker CRM cost?
It is a paid product, and pricing is available on request.
What platform does it support?
The listed platform is web.
Who is Finova Broker CRM for?
Finova describes it as a product for financial services brokers.
Can users configure workflows without code?
Yes. Users can configure workflows, automations, permissions, tasks, reminders, documentation, visualisations and interface settings without code.
What setup options does Finova describe?
Expert setup takes 2 to 4 weeks. The off-the-shelf option can be running in as little as 3 days.
What security certifications does Finova describe?
Finova says its cloud-native SaaS platforms hold ISO 27001 and ISO 27017 certifications.
Facts from Finova Broker CRM's own pages
- Certifications
- Finova announced ISO 27001 and ISO 27017 certifications for its cloud-native SaaS platforms in May 2026. · finova.tech, 9 Oct 2026
- Company founded
- Finova's press page says the company was established in 1996. · finova.tech, 9 Oct 2026
- Company history
- Finova says it was established in 1996. · finova.tech, 9 Oct 2026
- Compliance
- Custom automations and a comprehensive audit trail help firms build compliance into their workflows. · finova.tech, 9 Oct 2026
- Configuration
- Users can create bespoke automations, workflows, permission levels, tasks, reminders, documentation and visualisations without writing code. · finova.tech, 9 Oct 2026
- Customer portal
- The integrated customer portal supports lead verification, KYC checks, document gathering, signatures, updates, follow-ups and reminders. · finova.tech, 9 Oct 2026
- Customer relationships
- The CRM centralises enquiries and ongoing communication and supports application tracking, onboarding and other customer-facing tasks. · finova.tech, 9 Oct 2026
- Deployment
- Finova says expert setup takes 2 to 4 weeks, while the off-the-shelf option can be running in as little as 3 days. · finova.tech, 9 Oct 2026
- Founded
- 1996 · finova.tech, 28 Sept 2026
- GDPR tools
- The CRM supports consent capture, client data access and export, data correction, erasure, restriction, portability, and objection workflows. · finova.tech, 9 Oct 2026
- Head office
- Finova lists its head office at Commodity Quay, St Katharine Docks, London, E1W 1AZ. · finova.tech, 9 Oct 2026
- Headquarters
- London, United Kingdom · finova.tech, 28 Sept 2026
- Integrations
- The product page describes native integrations for lead acquisition, including social media channels, leading email clients, credit referencing agencies and other tools. · finova.tech, 9 Oct 2026
- Intended customers
- Finova describes the CRM as a product for financial services brokers and says it is trusted by over 2,400 brokers. · finova.tech, 9 Oct 2026
- Lead and case management
- The CRM centralises enquiries and ongoing communication and supports application tracking and onboarding. · finova.tech, 9 Oct 2026
- Purpose
- Finova Broker CRM is designed specifically for financial services brokers and handles industry-specific requirements out of the box. · finova.tech, 9 Oct 2026
- Security
- Finova describes EU-based infrastructure, restricted and monitored production access, firewalls, 24/7 threat monitoring, daily backups retained for 14 days, and a disaster recovery site. · finova.tech, 9 Oct 2026
- Security certifications
- Finova says it was awarded ISO 27001 for its Information Security Management System and ISO 27017 for cloud security controls. · finova.tech, 9 Oct 2026
- Support
- Finova says its team is on hand to help customers make the most of the platform; the contact page lists Broker CRM Support at 01275 400 650. · finova.tech, 9 Oct 2026
- Who it serves
- Finova describes Broker CRM as made for financial services brokers and says more than 550 brokerages use it. · finova.tech, 9 Oct 2026
- Workflow configuration
- Users can configure workflows, automations, permissions, tasks, reminders, documentation, visualisations, and interface settings without code. · finova.tech, 9 Oct 2026
Where Finova Broker CRM stands on Freedom251
- Mortgage CRM Software#19 of 29