Founded by Scott Peckford, BRX Mortgage has rapidly emerged as one of Canada’s fastest-growing brokerages. Launched in August 2021, the firm has expanded to over 370 agents, funding 5,520 mortgages and surpassing $2.4 billion in total mortgage volume as of November 2024.

Peckford’s core objective is straightforward: increase revenue per hour per agent. To achieve this, BRX Mortgage equips its brokers with advanced technology that accelerates deal closure and minimizes administrative tasks—and Finmo is central to that strategy.

As BRX Mortgage evolved from a startup into a multi-billion-dollar operation, Peckford faced several critical challenges:

• BOOSTING BROKER PRODUCTIVITY
  Agents needed to reduce time spent on administrative tasks to focus more on client engagement and closing deals.
  
  
• MAINTAINING BROKER AUTONOMY
  With a strong emphasis on independence, BRX Mortgage required a system that allowed brokers to customize their workflow, maintain personal branding, and control their data.

• SEAMLESS COMPLIANCE SCALING
  Managing compliance manually was no longer viable with 5,520 funded mortgages; an automated, scalable compliance solution was essential.

To address these challenges, BRX Mortgage implemented Finmo by Lendesk. Leveraging Finmo’s robust suite of tools, brokers gained the ability to streamline processes, automate compliance, and significantly reduce administrative burdens. Key features included:

• FASTER ONBOARDING
  Brokers can master Finmo in hours rather than weeks, accelerating their path to revenue generation.
  
  
• A SEAMLESS CLIENT EXPERIENCE
  The mobile-friendly borrower portal simplifies the application process, allowing clients to easily apply, upload documents, and track progress without constant broker intervention.
  
  
• SMART DOCS AUTOMATION
  Finmo’s pre-built and customizable document requests ensure that clients submit the right paperwork the first time, with automated due date reminders that keep deals on track.
  
  
• WHITE-LABEL BRANDING
  Pro agents can personalize their Finmo portals to reflect their own brand identity while remaining connected to the overarching brokerage brand.
  
  
• LENDER SPOTLIGHT INTEGRATION
  Brokers gain instant access to comprehensive lender data—including rates, policies, and alternative lending options—eliminating time-consuming manual searches.
  
  
• INTEGRATED CONNECTIVITY WITH CRMS & BUSINESS SYSTEMS
  Finmo’s flexible integration capabilities allow BRX brokers to connect their CRM and other essential business tools effortlessly. By leveraging Finmo’s integration tools BRX brokers can automate workflows, ensuring client data flows seamlessly between systems.
  
  
• AUTOMATED COMPLIANCE TRACKING
  Compliance checklists automatically populate upon document submission, reducing the need for manual oversight and ensuring regulatory standards are met.
  
  
• LIVE SUPPORT
  One of the most valued features for BRX brokers is Finmo’s dedicated live support. Having access to real, knowledgeable assistance via live chat ensures that brokers can overcome challenges swiftly and keep deals moving without delay.

Since implementing Finmo, BRX Mortgage has experienced exponential growth and improved operational efficiency:

1,050%+
Increase in total funded mortgages (from 441 to 5,520 in 3 years)

$2.4B+
Total mortgage volume funded, scaling from $208M in year one

Increased broker efficiency
Brokers spend less time on admin tasks and more time closing deals

Higher broker retention
Finmo’s flexibility and automation help BRX attract and keep top talent