Platform

Nine modules that run a commercial brokerage end to end — onboarding through to completion.

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Client onboarding Compliance management Workflow management Document management Client portal Customisable CRM Application pack Powerful integrations Insightful dashboards

Getting started

How to onboard a new client in Xova

Video4 minUpdated 11 September 2026

A walkthrough of the client intake journey, from sharing the branded form to the moment a live file is created.

Video coming soon

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Related reading

Operations

The client onboarding process for commercial finance brokers, step by step

A workable onboarding sequence for commercial finance brokers, from first enquiry to file-ready, with the checks and checklists that stop deals stalling later.

Operations

From spreadsheet to system: migrating a brokerage without losing a week

A staged migration that keeps live deals moving while the new pipeline is stood up behind them.

Want to see this running on your own deals?

Bring a live case and we will map it from enquiry to completion.

30 minutes, around your own deals.