finova Broker integrates with Cashflows

finova Broker has integrated with Cashflows in order to make it easier for brokers to accept payments digitally.

The new feature on the cloud-based mortgage and savings provider's platform allows for 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 enables brokers to accepts payments digitally in real-time, provide digital receipts directly to customers and offers a simplified reconciliation and reporting portal.

The 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.

Director of sales at finova Broker, Matt Harrison, said: "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."

Chief of growth at Cashflows, Paul Clarke, added: "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."



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