Finova Broker CRM

6.4easy start · #18of 29
in Mortgage CRM Software

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Runs where you workno

Runs on Web.

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Finova Broker CRM is ranked #18 of 29 in mortgage CRM software on The Geeks Club. It runs on Web.

Finova Broker CRM plans and pricing

All plans

Finova Broker CRM Pricing not listed; book a demo finova.tech · 9 Oct 2026

Compared on mortgage CRM software

Borrower management: Yes
Loan pipeline tracking: Yes
Marketing automation: Yes
Compliance workflows: Yes
SMS automation: Yes

Best Finova Broker CRM alternatives

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KudosCRM Lesson 17.7 MapleConnect Lesson 27.6 MloFlo Lesson 37.4 Mortgage Magic Lesson 47.2 Total Expert Lesson 57.2 Brokeredge Lesson 67.0

The record

Purpose: Finova Broker CRM is designed specifically for financial services brokers and handles industry-specific requirements out of the box.
Customer relationships: The CRM centralises enquiries and ongoing communication and supports application tracking, onboarding and other customer-facing tasks.
Compliance: Custom automations and a comprehensive audit trail help firms build compliance into their workflows.
Configuration: Users can create bespoke automations, workflows, permission levels, tasks, reminders, documentation and visualisations without writing code.
Integrations: The product page describes native integrations for lead acquisition, including social media channels, leading email clients, credit referencing agencies and other tools.
Customer portal: The integrated customer portal supports lead verification, KYC checks, document gathering, signatures, updates, follow-ups and reminders.
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.
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.
Intended customers: Finova describes the CRM as a product for financial services brokers and says it is trusted by over 2,400 brokers.
Company founded: Finova's press page says the company was established in 1996.
Head office: Finova lists its head office at Commodity Quay, St Katharine Docks, London, E1W 1AZ.
Security certifications: Finova says it was awarded ISO 27001 for its Information Security Management System and ISO 27017 for cloud security controls.
Workflow configuration: Users can configure workflows, automations, permissions, tasks, reminders, documentation, visualisations, and interface settings without code.
Lead and case management: The CRM centralises enquiries and ongoing communication and supports application tracking and onboarding.

Where it ranks on The Geeks Club

Best Mortgage CRM Software in 2026#18 of 29

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Sources

finova.tech/products/broker-crm· checked 9 Oct 2026
finova.tech/contact· checked 9 Oct 2026
finova.tech/press· checked 9 Oct 2026
finova.tech/blog/finova-achieves-iso-27001-and-iso-· checked 9 Oct 2026
finova.tech/resources/support/gdpr· checked 9 Oct 2026