Grange Mortgages adopts finova Broker's CRM and Customer Portal

24 October 2024

finova Broker, formerly the eKeeper Group and part of finova, the UK’s largest cloud-based mortgage and savings provider, has launched its CRM platform and Customer Portal into Grange Mortgages. Based in Northampton, Grange Mortgages provides mortgage and protection services across the UK, with a focus on the new build sector.

With over 25 advisers and back-office staff, Grange Mortgages’ selection of finova Broker’s CRM was driven by the platform’s flexibility and configurability, which are crucial for enhancing customer engagement. The features and capabilities of finova’s advanced Customer Portal software played a significant role in their decision, including its ability to allow advisers to configure their own FactFind, and share specific portions of the main FactFind directly with customers via the portal. This feature provides clients with the flexibility and freedom to complete their FactFind information at their convenience, anytime and anywhere.

The newly developed Customer Portal also enables Grange Mortgages to streamline several key functions, including acknowledging and requesting documents, capturing marketing consents and communicating with customers through instant messaging. Delivered through a secure, modern and AA-accessible interface compatible with mobiles, tablets and desktops, the Customer Portal ensures a user-friendly experience for both advisers and their clients.

Matt Harrison, Commercial Director for finova Broker, commented: "Online engagement is essential for delivering excellent customer outcomes. The Customer Portal continues our tradition of customisation, enabling brokers to easily set up and deliver FactFinds electronically. Customers can complete these through a simplified and user-friendly interface, and the data is then received back into the CRM FactFind. Seeing Grange use the Customer Portal and take advantage of all its functions and capabilities gives us great confidence that our technology keeps advisers ahead of the digital curve.”

Daniel Mumford, Managing Director at Grange Mortgages, said: “Security is paramount in our business. Having a secure Customer Portal for sharing confidential information about my client’s application gives both the business and my clients peace of mind throughout the process. Allowing them to engage and invest into the process by completing the FactFind acts as a great signal of intent, especially in the New Build sector where we continue to exceed the expectations of our customers.”