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Head-to-head · Mortgage CRM Software

Finova Broker CRM vs One Mortgage System

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Finova Broker CRM #4 in Mortgage CRM Software 8.5/10 Pricing on request ✓ 5 of 7 features Visit Finova
One Mortgage System #5 in Mortgage CRM Software 8.4/10 Pricing on request ✓ 5 of 7 features Request a Demo

Finova Broker CRM leads on 0 checks, One Mortgage System on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFinova Broker CRM · 8.5/10

Finova Broker CRM scores higher on our rubric for mortgage crm software: 8.5 against 8.4 out of 10; our editors rank them #4 and #5.

Finova Broker CRM is the better fit for established firms needing configurable compliance workflows. One Mortgage System is the better fit for UK advisers needing case processing and compliance.

  • Finova Broker CRM fits best

    Established firms needing configurable compliance workflows

  • One Mortgage System fits best

    UK advisers needing case processing and compliance

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Side by side

Feature Finova Broker CRM 8.5/10 Visit ↗ One Mortgage System 8.4/10 Visit ↗
At a glance
Editor score 8.5 8.4
Ranking #4 in Mortgage CRM Software #5 in Mortgage CRM Software
Best for Established firms needing configurable compliance workflows UK advisers needing case processing and compliance
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Phone, Tickets, Docs Email, Phone, Docs
Compliance GDPR, ISO 27001 ISO 27001
Integrations 4 integrations 50+ integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Finova Broker CRM 5/7 · One Mortgage System 5/7
Borrower management ✓ ✓
Referral partner management Not checked yet ✓ (best)
Loan pipeline tracking ✓ ✓
Marketing automation ✓ (best) Not checked yet
Compliance workflows ✓ ✓
SMS automation ✓ ✓
Mobile app Not checked yet Not checked yet
Our review
Pros
  • Covers applications, KYC, documents, pipelines and compliance workflows
  • Customer portal supports borrower messaging and document management
  • Native integrations cover lead acquisition, email and credit referencing
  • Covers mortgage cases from enquiry through completion
  • Connects sourcing, portals, documents, updates and dashboards
  • Includes API-led origination and AI-assisted compliance checking
Cons
  • Pricing requires contacting sales and booking a demo
  • Web platform only
  • May be broader than smaller firms need
  • Pricing requires a contact-sales process
  • The broad feature set may require workflow configuration
  • AI compliance checking depends on the Curvestone integration
Our verdict

Finova Broker CRM is a web-based customer relationship management platform for mortgage and financial-services brokers. It brings enquiries, borrower applications, communications, onboarding, KYC, document collection, application pipelines…

Read the review →

One Mortgage System (OMS) is a cloud-based mortgage CRM and origination platform for UK mortgage intermediaries, lenders and building societies. Its broker CRM supports residential, buy-to-let, bridging, second charge, commercial and…

Read the review →
  1. Finova Broker CRMMortgage CRM Software 8.5Pricing on request
  2. One Mortgage SystemMortgage CRM Software 8.4Pricing on request

Strengths and trade-offs

  • Finova Broker CRM — where it wins

    • Covers applications, KYC, documents, pipelines and compliance workflows
    • Customer portal supports borrower messaging and document management
    • Native integrations cover lead acquisition, email and credit referencing

    Where it doesn't

    • Pricing requires contacting sales and booking a demo
    • Web platform only
    • May be broader than smaller firms need

  • One Mortgage System — where it wins

    • Covers mortgage cases from enquiry through completion
    • Connects sourcing, portals, documents, updates and dashboards
    • Includes API-led origination and AI-assisted compliance checking

    Where it doesn't

    • Pricing requires a contact-sales process
    • The broad feature set may require workflow configuration
    • AI compliance checking depends on the Curvestone integration
  • Finova Broker CRM8.5/10 · Pricing on request

    A broad mortgage CRM for firms that need configurable compliance and workflow control.

    Visit FinovaFull verdict →
  • One Mortgage System8.4/10 · Pricing on request

    A broad UK mortgage CRM covering case processing, sourcing, portals and compliance workflows.

    Request a DemoFull verdict →

More comparisons

All mortgage CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update