finova Broker has launched its CRM platform and customer portal into Grange Mortgages.

Grange Mortgages, which is based in Northampton, 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 picked finova’s CRM to drive its flexibility and configurability.

The features and capabilities of finova’s customer portal software also played a part in Grange’s decision to incorporate it, allowing advisers to configure their own factfind and share specific portions of the main factfind directly with customers via the portal.

The newly developed customer portal also enables Grange to streamline several key functions, including acknowledging and requesting documents, capturing marketing consents and communicating with customers through instant messaging.

Commercial director at finova Broker, Matt Harrison, 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."

Managing director at Grange Mortgages, Daniel Mumford, added: "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."

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