Overview
finova’s Broker CRM is a comprehensive customer relationship management system designed specifically for mortgage and protection advisers. Used by thousands of firms across the UK, the CRM helps brokers streamline their processes, stay compliant, and deliver a modern, personalised client experience from first enquiry through to policy completion.
Fully integrated with UnderwriteMe’s Protection Platform, advisers can now source and submit protection business more efficiently within their existing CRM workflow.
All-in-one client management
Manage every stage of the customer journey in one place – from lead capture and fact finds to protection sourcing, underwriting, and follow-up. Automatically track case progress and never miss a key milestone.
Integrated protection sourcing
Quote and apply for protection products directly from within finova Broker CRM. A seamless flow of data between systems to save time and reduce rekeying.
Automated compliance tools
Capture granular client consent, generate compliant documentation, and maintain a full audit trail. Our tools support brokers in meeting regulatory obligations such as GDPR with ease.
Built-in marketing and communications
Stay connected with your clients using built-in email tools, SMS functionality, and customisable templates. Easily schedule follow-ups, track engagement, and deliver timely communications across the entire mortgage and protection journey.
Join our demo
Join our 30 minute demo held every Tuesday and Thursday, where our experts will guide you step-by-step through The Protection Platform explaining how it works and answering any questions you may have.
