Grange Mortgages has adopted finova Broker’s CRM platform and Customer Portal to enhance its mortgage and protection services.
Based in Northampton, Grange Mortgages focuses on the new-build sector and employs more than 25 advisers and back-office staff.
The decision to use finova Broker’s CRM was influenced by its flexibility and configurability.
Key features of the Customer Portal include the ability for advisers to configure their own fact-find and share parts of it directly with clients, allowing customers to complete their information at their convenience.
The Customer Portal streamlines functions such as document requests, capturing marketing consents, and instant messaging communication with customers.
It was designed to be secure, modern, and accessible on mobile devices, tablets, and desktops.
Matt Harrison (pictured), commercial director for finova Broker, said: “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.”
