Finova Broker CRM
Finova Broker CRM: A broad mortgage CRM for firms that need configurable compliance and workflow control. Ranked #4 of 29 in Mortgage CRM Software by our editors (8.5/10); pricing: Pricing on request; best for established firms needing configurable compliance workflows.
At a glance
- Editor score8.5 / 10
- PricingPricing on request
- Best forEstablished firms needing configurable compliance workflows
- Borrower managementYes
- Founded1996 · London, United Kingdom
- Facts checked20 Sep 2026
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
Our verdict on Finova Broker CRM
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 and compliance activity into one system. Its configurable workflows, permissions, tasks, reminders and automations make it a fit for established brokerages that need defined processes across teams, including smaller firms and larger national businesses.
Pricing follows a contact-sales model, with prospects directed to book a demo. The platform's scope extends well beyond basic contact management: paid-plan comparisons are not part of the published offer, while the product itself includes customer and borrower application management, lead verification, document collection, consent management and compliance audit trails. Marketing and mass-mailing tools, along with SMS and email lifecycle communications, support ongoing customer contact. This breadth suits firms looking to connect operational, regulatory and marketing workflows rather than assemble separate tools.
Its ecosystem includes native connections for lead acquisition, email and credit referencing, with integrations covering social media channels, email clients, credit referencing agencies and Power BI. The integrated customer portal adds borrower messaging, notifications and document management, giving customers a direct place to interact during the application journey. Finova Broker CRM is strongest for brokerages that value configurability, auditability and broad mortgage-process coverage. Firms seeking a mobile platform, simpler scheduling-focused software or self-serve pricing should compare alternatives before choosing it.
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Finova Broker CRM pricing
Finova Broker CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Borrower management | Yes |
| Referral partner management | Not verified |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, ISO 27001 |
| Support | Email, Phone, Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: social media channels, email clients, credit referencing agencies, Power BI |
| Pricing | Pricing on request |
| Website | finova.tech |
| Facts checked | 20 Sep 2026 |
Finova Broker CRM integrations
Finova Broker CRM lists 4 integrations on its own site.
- social media channels
- email clients
- credit referencing agencies
- Power BI
Alternatives to Finova Broker CRM
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
See all Finova Broker CRM alternatives →
Finova Broker CRM vs the competition
- Finova Broker CRM vs Surefire CRM
- Finova Broker CRM vs Total Expert
- Finova Broker CRM vs Shape
- Finova Broker CRM vs One Mortgage System
- Finova Broker CRM vs Empower LO
- Finova Broker CRM vs MapleConnect
Compare Finova Broker CRM with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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