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Finova Broker CRM

Ch 235.9of 29 Mortgage CRM Software
  1. 1Runs onWeb
  2. 2CostsNot stated by the maker
  3. 3Borrower managementYes
  4. 4Loan pipeline trackingYes
  5. 5Marketing automationYes
  6. 6Compliance workflowsYes
  7. 7SMS automationYes
6 lines stated Written from the maker's own pages: finova.tech
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The Finova Broker CRM homepage

Overview

Finova Broker CRM is ranked #23 of 29 in mortgage CRM software on Specifiction. It runs on Web.

Compared on mortgage CRM software

Borrower management
Yesfinova.tech
Loan pipeline tracking
Yesfinova.tech
Marketing automation
Yesfinova.tech
Compliance workflows
Yesfinova.tech
SMS automation
Yesfinova.tech

Facts

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
Customer relationships
The CRM centralises enquiries and ongoing communication and supports application tracking, onboarding and other customer-facing tasks.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
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
Customer portal
The integrated customer portal supports lead verification, KYC checks, document gathering, signatures, updates, follow-ups and reminders.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
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
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
Head office
Finova lists its head office at Commodity Quay, St Katharine Docks, London, E1W 1AZ.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

Company

Company founded
Finova's press page says the company was established in 1996.finova.tech · 9 Oct 2026
Founded
1996finova.tech · 28 Sept 2026
Headquarters
London, United Kingdomfinova.tech · 28 Sept 2026

Best Finova Broker CRM alternatives

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All accessCh 01 KudosCRM Free planFree trialWeb from $9/mo7.5 All accessCh 02 MloFlo AndroidiOS from $4.99/mo7.5 All accessCh 03 Mortgage Magic Free trialAndroidiOS from £85/mo7.4 All accessCh 04 MapleConnect Free planFree trialAPI from $199/mo7.3 All accessCh 05 Total Expert Free planAndroidAPI from $100/mo7.3 All accessCh 06 Effi Free trialAndroidAPI from $180,120/mo7.1

Where it ranks on Specifiction

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Sources