Transforming Commercial Broking Through Innovation

Simplify and streamline the client application onboarding process. Our highly customizable and configurable application process helps you create a seamless application and onboarding experience for your clients. Whether they choose to apply directly through your website or have your brokering team enter their information, our solution caters to their needs.

Ensure compliance with regulatory guidelines throughout the entire commercial brokering journey, including client onboarding, Anti Money Laundering (AML) and Know Your Customer/Business (KYC/KYB) verifications. Xova guarantees a smooth and compliant onboarding process, fulfilling Consumer Duty responsibilities at every stage.

Take charge with Xova's customisable Workflow Management solution. Seamlessly guide transactions from start to finish as you navigate the entire broking process. From the first point of contact to generating comprehensive loan application documents, tailor workflows to perfectly suit the unique requirements of your clients' loans.

Effortlessly create, organize, and securely store all your documents at every stage of the brokering process. Generate digital Terms of Business Agreements and Privacy Notices, seamlessly incorporating e-signatures when necessary. Import client information automatically from Companies House and conveniently upload and store all supporting documents in a centralised location.

With your branded client portal, clients can effortlessly enter and upload necessary supporting information, while also being able to track the progress of their applications at every stage. Say goodbye to the hassle of dealing with multiple emails and attachments and double-handling information. Now, all the information you and your clients need is securely stored in one place.

Efficiently handle leads across numerous broker pipelines. Whether it's business loans, asset finance, bridging loans, or development finance, you have the freedom to customise and design pipelines that perfectly align with your unique products, services, and operational procedures. Seamlessly integrate all of this with our exceptional Workflow Management feature.

After collecting and evaluating all the essential information and supporting documents, Xova's Application feature will assist you in generating a comprehensive application pack with a compelling narrative to share with potential lenders. This carefully structured pack is designed to optimise the chances of securing a competitive loan offer for your client.

As an API-first Software as a Service (SaaS) solution, Xova has been built to integrate seamlessly with other software and tools. The Xova API allows you to create a powerful fully integrated solution to operate and grow your broking business efficiently and effectively.

Create and customise your broker dashboard to keep track of new enquiries, live applications, and closed applications. Your standard dashboard will give you all of the key information you need to track and measure.  There's also the option to create bespoke dashboards that meet your exact business needs and processes.