Client onboarding
Open a mandate in minutes, not days.
A guided intake journey your clients can start from your website, or your team can complete on their behalf. Everything captured once flows straight into compliance, workflow and the lender pack.
- 30 minutes
- No slide deck
- No obligation
Actual Xova platform view showing client onboarding.
One journey, configured for each product
Asset finance asks different questions to development finance. Build the intake form each product needs, with conditional questions that only appear when they are relevant, so clients never wade through fields that do not apply to them.
- Conditional questions by product and deal size
- Save and resume for longer applications
- Branded to your brokerage, on your domain
Company data without the typing
Enter a company name and Xova pulls the registered details, officers and filing history from Companies House. Directors, addresses and structure land on the file already populated and ready for verification.
- Companies House lookup and auto-fill
- Directors and PSCs pulled onto the record
- Corrections tracked against the original source
Broker-assisted where it matters
Some clients want to self-serve at 11pm. Others want you on the phone walking them through it. The same form works either way, and a part-completed client application can be picked up by your team without starting again.
- Switch between client and broker completion
- Internal-only notes alongside client answers
- Progress visible to both sides in real time
See client onboarding on one of your own cases.
A 30-minute walkthrough configured around the products you broker.
- 30 minutes
- No slide deck
- No obligation
UK hosted
Client data stays in the United Kingdom.
Full audit trail
Every check, document and decision is time stamped.
Built for UK GDPR
Retention, access and consent handled inside the client record.
API first
Connects to the tools your desk already runs on.
How it works
Client onboarding in four steps
Share the link
Send the branded intake form, or embed it on your website as an enquiry route.
Client completes
Guided questions, document requests and Companies House lookup fill the record.
File is created
A client, an opportunity and a workflow are opened automatically from the answers.
Work begins
Compliance checks and first tasks are already queued for the right owner.
“Intake should be the fastest part of a deal, not the part that takes a fortnight of emails.”
Questions
Frequently asked
Can clients start an application and finish it later?
Yes. Applications save as they go and clients can return to the same secure link to finish, with your team able to see exactly how far they got.
Can we use our own branding?
The intake journey and client-facing pages carry your logo, colours and wording so the experience looks like your brokerage throughout.
What happens to the data afterwards?
It becomes the client record. Compliance, workflow, documents and the application pack all read from it, so nothing is entered twice.
Further reading
From the Insights desk
Lending
Invoice finance and working capital: when it fits, when it doesn't, and what lenders ask for
Invoice finance solves a specific problem, cash tied up in unpaid invoices, and it isn't the right answer to every working capital gap.
Craig Peterson · 9 September 2026 · 8 min read
Read articleCompliance
Broker fee agreements and disclosure: getting the paperwork right before the work starts
How to structure a broker fee agreement, disclose fees properly, and keep evidence the client understood what they were signing up to before work began.
Craig Peterson · 8 September 2026 · 8 min read
Read articleGrowth
How to become a commercial finance broker in the UK: the operating side nobody explains
Plenty of guides cover FCA authorisation. Fewer explain what running a commercial finance brokerage actually involves once you're licensed. Here's the operating side.
Craig Peterson · 5 August 2026 · 8 min read
Read articleSee client onboarding against your own process.
We’ll configure a walkthrough around the products you broker.