Introduction

This guide will show a user how to integrate the finova CRM with Toolbox

This integration will allow you to continue to use your Finova CRM, with all its features and flexibility, and utilising the API to “send” applicant and case details, files and factfind into Toolbox.

You are able to send ‘Applicants and Files’ and/or 'All Details depending on your requirement at that stage on the application journey

The following details can be shared/created when exporting to Toolbox:

• Create Applicant(s)

• Adds details to the Workflow

• Application Details

• Files

• Factfind

• Product/Policy Creation