Finova Broker CRM selected by Watts Commercial Finance to drive operational efficiency and client transparency

25 February 2026

Finova, one of the UK’s leading providers of cloud-based mortgage, savings and lending software, has been selected by Watts Commercial Finance to power its operations with Finova Broker CRM, as the specialist brokerage looks to enhance administrative efficiency, streamline introducer relationships and improve its client journey.

Watts Commercial, now in its 20th year of operation, specialises in delivering commercial funding solutions to businesses, property investors and developers across the UK. As part of its ongoing growth strategy, the brokerage sought a technology partner that could automate key processes, increase operational capacity and provide greater transparency across its cases.

Finova Broker CRM’s automation capabilities were central to the decision. By automating core administrative tasks, the platform is enabling Watts Commercial to increase team capacity and allow staff to focus more time on delivering tailored funding solutions to clients.

The CRM integrates seamlessly with a range of third-party applications, including Microsoft Outlook and Zapier, while offering a highly customisable interface. This flexibility allows Watts Commercial to tailor workflows to the specific needs of its introducers and clients, supporting a more efficient and personalised service.

A further differentiator was Finova’s integrated Customer Portal, which provides full transparency throughout the funding journey. Clients can upload documents, track case progress in real time and make secure payments, while introducers can securely share documentation, communicate via instant messaging and maintain a clear, auditable record of interactions to support regulatory compliance.

Katie Barlow, Operations Director at Watts Commercial Finance, said:

“As our commercial operations grow, it’s vital that our systems evolve to support our people. The Finova Broker CRM and Customer Portal enable greater efficiency, enhanced visibility and richer data insights, allowing our team to focus on what we do best – delivering high-quality, tailored funding solutions designed to help businesses pursue their growth ambitions.

“This investment reflects our ongoing focus on improving our processes and supporting our introducers every step of the way. But we are also investing in our clients, as the portal will help ensure they remain up to date throughout the process and feel more informed in their decisions. The portal has been built to provide all parties with access to the same easy-to-use, intuitive interface, designed to Level AA of the Web Content Accessibility Guidelines (WCAG). This is a statement of intent – we are investing in the future.”

Matt Harrison, Customer Success Director at Finova Broker, commented:

“Brokers are under increasing pressure to do more with less while delivering a seamless experience to clients and introducers. Finova Broker CRM is designed to bring workflows, communications and compliance into one connected platform.

“By giving all parties visibility of case progress and automating time-consuming administrative tasks, we enable firms like Watts Commercial to scale efficiently while maintaining a high-quality, relationship-led service.”