Grange Mortgages has adopted finova Broker’s CRM and Customer Portal to boost efficiency and security for clients.
- With a focus on the new-build sector, Grange Mortgages employs over 25 advisers and back-office staff to bring tailored services to their clients.
- Driven by the CRM’s flexibility, finova’s platform allows advisers to easily configure their own fact-find processes for seamless client interaction.
- The new Customer Portal enhances data security with a mobile-accessible, user-friendly interface for secure and efficient information sharing.
- The innovative system showcases Grange’s commitment to staying ahead in the digital era, exceeding customer expectations in the new-build market.
Grange Mortgages has strategically integrated finova Broker’s CRM platform and Customer Portal into their business operations in a bid to enhance service delivery and client satisfaction. This adoption is poised to significantly improve how the Northampton-based company, which predominantly serves the new-build sector with its team of more than 25 advisers and back-office staff, manages client interactions and data handling securely.
The decision to incorporate finova’s advanced CRM system was primarily driven by its unparalleled flexibility and configurability, enabling advisers to tailor the fact-find process according to specific client needs. Such customisation allows for a more personalised client experience, fostering stronger relationships and improving client trust and loyalty.
A key feature of the new Customer Portal is its capacity to streamline documentation processes, notably easing document requests, capturing marketing consents, and facilitating instant messaging between clients and advisers. The portal’s design offers robust security measures, and its accessibility across mobile, tablet, and desktop devices provides clients with the convenience of completing necessary information at their own pace.
Matt Harrison, the Commercial Director of finova Broker, highlighted the importance of digital engagement in today’s market, stressing that the Customer Portal’s customisation capabilities empower brokers to deliver electronic FactFinds efficiently. Clients can complete these through an intuitive interface, with the data seamlessly integrated back into the CRM system, bolstering back-office efficiency and reducing processing times.
Daniel Mumford, Managing Director at Grange Mortgages, underscored the importance of security throughout client transactions, noting that the new portal offers peace of mind by ensuring confidentiality in data sharing. By enabling clients to participate actively in the process through the electronic FactFind, particularly within the demanding new-build sector, Grange Mortgages continues to exceed client expectations, reinforcing their reputation as leaders in mortgage service innovation.
Grange Mortgages’ implementation of finova’s CRM and Customer Portal signifies a forward-thinking move towards enhanced client engagement and operational efficiency.
