Learn
Learn Xova
Video walkthroughs and step-by-step guides for brokers evaluating Xova and teams using it every day.
How to onboard a new client in Xova
A walkthrough of the client intake journey, from sharing the branded form to the moment a live file is created.
WatchAML, KYC and KYB checks inside the deal pipeline
A step-by-step guide to running verification checks as pipeline gates, recording evidence and exporting the audit trail.
ReadWhat Xova looks like for a commercial broker
A high-level tour of the pipeline, from the first enquiry through to completion, for brokers evaluating Xova.
WatchCollecting documents through the client portal
How to request, receive and organise client documents without chasing by email or phone.
ReadHow to use Xova Learn
Xova Learn has two kinds of material. Evaluate Xova guides are for brokerages weighing up the platform. They show how a real deal moves through Xova, so you can judge whether it fits the way your desk works.
Use Xova guides are for teams already on the platform. They're practical, step-by-step walkthroughs of everyday tasks, from onboarding a client to getting an application pack in front of a lender.
Every guide links back to the relevant part of the Xova platform and to related reading in Insights, so you can go deeper on any topic.
Common questions
- How long does each guide take?
- Most take a few minutes to read or watch. Each one shows its length on the card, so you can pick something that fits the time you have.
- Are more videos coming?
- Yes. Screen recordings are being added to the walkthroughs over time. Until a video is ready, the written steps cover the same ground.
- What if I can't find what I need?
- Email hello@xova.co.uk and we'll point you in the right direction. If you're still evaluating Xova, a demo is the quickest way to get answers about your own setup.
Popular topics
Client onboarding
How a new client moves from first enquiry to a complete, checked file without chasing emails. Client onboarding guide or explore the onboarding module.
AML and KYC checks
Running identity, AML and KYB checks on a deal and keeping the evidence attached to the case. AML and KYC checks guide or explore the compliance module.
Document collection
Requesting, receiving and tracking the documents lenders need, with clients uploading through the portal. Document collection guide or explore the document management.
Pipeline management
Seeing every live deal by stage, spotting what's stuck and knowing what needs doing next. Pipeline management guide or explore the workflow module.