The Best Experience For Your Clients

Learn why Finmo's unique borrower portal makes it the preferred platform for thousands of mortgage professionals in Canada.

Offer a Digital Experience That is Trustworthy, Easy, and Seamless

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Easily obtain client information

Enter your clients details manually, or embed the borrower portal directly onto your website.
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A Dynamic and
intuitive experience

Finmo's portal adapts to desktop, tablet, or phone and only asks questions relevant to your clients situation.
Doc-Generation (2)

The magic of
Smart docs

After your client submits an application, a list of required documents is automatically generated.
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Track leads
and referrals

Create personalized links that can be used in social media, emails, or directly shared with clients and referral sources.
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Customize your
Borrower Portal

Customize your borrower portal by adding your logo and changing the colours to reflect your brand.
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Schedule automated reminders

If your clients have outstanding documents, no problem. Finmo will send reminders on your behalf.

Improve Your
Client Experience

Request a demo today and learn how Finmo can help you save time, convert quality leads, and scale your business.
Request demo
Website graphic - Demo Jakub