finova Broker CRM integrates with payment provider Cashflows

07 August 2024

finova Broker, formerly the eKeeper Group and part of finova, the UK’s largest cloud-based mortgage and savings provider, has announced its successful integration with Cashflows, the platform that makes it easier to accept payments digitally. This new feature allows mortgage brokers to seamlessly take payments for administration and processing fees directly within the finova Broker CRM or by sending a payment link to customers via email.

Cashflows is a unique business that blends its extensive in-house payments experience with end-to-end ownership of its tech stack and product proposition. This position, alongside an intelligent risk model to the sectors it serves, means it has grown rapidly as the payment provider of choice for the UK mortgage broker space. Cashflows enables brokers to accept payments digitally in real-time, provide digital receipts directly to customers, and offers a simplified reconciliation and reporting portal.

This integration further enhances the finova Broker CRM by embedding a card terminal within the system, enabling brokers to accept payments safely and securely without storing card data. Transactions are processed directly through Cashflows, eliminating the need for brokers to manually handle card details.

Matt Harrison, Director of Sales for finova Broker, comments:

"We’re delighted to expand the CRM’s capabilities to include direct payment processing with a secure and efficient payment solution that integrates seamlessly into their workflow, something a growing number of customers have requested.

"Being able to accept payments directly within a customer’s case or by sending out via email reduces the administrative burden with payment updates and ensures that payment updates are automatically reflected in the CRM.

“This enhancement is just one of many ways that we’re ensuring that our technology continues to deliver excellent broker outcomes.”

Paul Clarke, Chief of Growth at Cashflows, adds:

“We pride ourselves on enabling business by making payments simple. We do this by truly understanding businesses across all sectors, simplifying how they take payments, and enabling them to evolve. With finova Broker, we’d already understood the needs of the mortgage and protection market, so were best placed with our in-house expertise enable them to register and start receiving payments in days rather than weeks. This partnership has allowed us to extend that experience through the CRM delivering a safe and secure transaction that brings piece of mind to both the end customer and business.”