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Mortgage Professionals
Digital mortgage platform for application intake, document collection and direct to lender submission.
The most complete and accurate digital database of lender rates and policies.
Lenders
Digital mortgage solutions for alternative lenders.
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Open APIs to customize and optimize systems you already have.
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Offer a Digital Mortgage Experience

Finmo is fast and easy to learn. Get started today and enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission.
30 Day Free Trial
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Canada’s Leading Digital Mortgage Platform

An optimized mortgage experience that enables a mortgage in minutes for borrowers and brokers; from application intake to product qualification to direct to lender submission.

Get started in 1 minute

Upon sign up to Finmo, there is a mobile friendly, intuitive application link ready to start sending to borrowers.
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Best borrower experience

Finmo was built borrower first, meaning everything from document collection to communications is easy and intuitive.
Smart-Docs

Smart Docs reduces admin time

When a broker sends the link to the borrower, Finmo analyzes the borrower’s application and automatically requests the right documents from the borrower, and follows up when needed. No action or chasing needed from the broker.
Doc-Collection

Qualify a borrower in minutes

With Finmo’s Equifax integration, quickly pull credit and get liabilities automatically added to the application. GDS and TDS are calculated instantly, for you. Finmo offers e-signing workflows – documents can be set up for virtual signature with a few clicks.
Qualification

Select and present lender products with confidence

Search thousands of lender policies and rates (including alternative lenders), and within seconds, lender products that fit best with the specific application criteria will be suggested.
Report

6. Submit directly to a lender in Finmo

Use Finmo's Lender Connect to submit directly to a network of over 240 lenders, including Scotia, TD, MCAP Prime, MCAP Eclipse, CMLS Financial, First National, Home Trust, and RFA. Learn more about Lender Connect
Lender-Submission

7. Run compliance on auto-pilot

After a submission to the lender, compliance managers can quickly review the compliance checklist that Finmo automatically populates.
Compliance

Discover How to Optimize your Mortgage Process

Finmo is fast, easy to learn, and the only 5-star rated Canadian Digital Mortgage Platform on Google Reviews. Don’t just take our word for it. Book a demo today and see it first hand.
Book a demo
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Let us Help you Shine

A mortgage application platform should be easy and intuitive. We make you look good.
best

FINMO HAS IT COVERED

With direct connectivity to over 240 lenders, zero outages in over a year, and a live customer support response time of less than 3 minutes, Finmo will be there whenever a question pops up or a deal needs to be submitted.
referrals

INCREASE LEADS AND REFERRALS

Finmo creates application links that brokers can share with realtors, on websites, on business cards, or anywhere else a borrower might find it. These links are trackable, so brokers can attribute where leads and referrals are coming from.
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QUICK AND EASY TO USE

Most brokers can self-onboard onto Finmo with 30 minutes, but if you need any extra help, we have weekly live training and an entire library of useful help articles. Finmo also easily connects to over 2,000 popular applications in minutes, including CRMs like Pipedrive and BluMortgage.

Sign Up For Finmo

Finmo Basic

Free

$0/mo per additional user

Finmo Pro

$49/month per seat

Limited time discount
Offer the digital mortgage experience your clients are looking for. Borrowers love being able to use Finmo how they want, when they want.
English and French support
Mobile friendly application
Borrower facing application and support available in both English and French
Mobile friendly application that borrowers can use anywhere - laptop, mobile phone or tablet
Easily upload documentation
Send updates via SMS
Simple E-signing

Build your dream workflow by intelligently connecting Finmo to more than 2,000 popular apps, such as Google sheets or Zoho.
Push to Filogix Expert
Manage team access/permissions
Easily pull credit bureaus
Connect to any CRM or software
Mobile friendly platform
Manage Team Access and Permissions
Leverage Equifax integration to pull credit with a simple click of a button. Includes instant GDS and TDS calculations and updates.
Connect to any CRM or software
Mobile friendly platform
Automatically request documentation
Set auto reminders for clients
Unlimited E-signature requests
Get updates via SMS
Priority live chat / phone support

Through Finmo's Lender Spotlight integration, select and recommend lender products with confidence. With the click of a button, Finmo will search Lender Spotlight's database of thousands of lender rates and policies to suggest products specific to certain pplication criteria.
Application specific lender product recommendations
Access to over 3,000 Lender Policies and Guidelines
16 Advanced Filters to narrow search results
Branded PDF reporting capabilities to share side by side comparisons to borrowers

Lender Submission, Upgraded
Included
Included
With Finmo's Lender Connect, confidently submit directly to a network of over 240 lenders.
Submit Directly to over 240 Lenders
Free Tax Documents (limited time offer)
Compliance Manager: Compliance checklist that automatically populates
Submit Directly to over 240 Lenders
Free Tax Documents (limited time offer)
Compliance Manager: Compliance checklist that automatically populates

Increase your market share by tapping into online advertising. Finmo offers world-class marketing funnels right out of the box.
Custom branding
Customize your borrower facing materials, including application links, with your branding
Trackable application links so you can manage your referral business
Branded affordability calculators
Marketing analytics integrations
Removal of "Powered by Finmo" in email footers

Included
Included
Finmo puts security first with features such as two factor authentication. We keep yours, and your clients data, completely secure.
Secure application and document intake
Secure deal submission
Two factor authentication
Secure application and document intake
Secure deal submission
Two factor authentication

Sign up now
Sign up now and get a
 30 day free trial of Finmo Pro.
30 day free trial
Sign up now and get a 
30 day free trial of Finmo Pro.

Finmo Basic

Free

$0/mo per additional user
Offer the Best Borrower Experience
Offer the digital mortgage experience your clients are looking for. Borrowers love being able to use Finmo how they want, when they want.
English and French support
Mobile friendly application

Reduce Admin Work with Productivity Tools
Build your dream workflow by intelligently connecting Finmo to more than 2,000 popular apps, such as Google sheets or Zoho.
Push to Filogix Expert
Manage team access/permissions
Easily pull credit bureaus
Connect to any CRM or software
Mobile friendly platform

Select and Present Lender Products
Through Finmo's Lender Spotlight integration, select and recommend lender products with confidence. With the click of a button, Finmo will search Lender Spotlight's database of thousands of lender rates and policies to suggest products specific to certain pplication criteria.

Lender Submission, Upgraded
With Finmo's Lender Connect, confidently submit directly to a network of over 240 lenders.
Submit Directly to over 240 Lenders
Free Tax Documents (limited time offer)
Compliance Manager: Compliance checklist that automatically populates

Increase Leads and Referrals
Increase your market share by tapping into online advertising. Finmo offers world-class marketing funnels right out of the box.
Custom branding

Security
Finmo puts security first with features such as two factor authentication. We keep yours, and your clients data, completely secure.
Secure application and document intake
Secure deal submission
Two factor authentication

Sign up now
Sign up now and get a
 30 day free trial of Finmo Pro.

Finmo Pro

$49/month per seat

Limited time discount
Offer the Best Borrower Experience
Offer the digital mortgage experience your clients are looking for. Borrowers love being able to use Finmo how they want, when they want.
Borrower facing application and support available in both English and French
Mobile friendly application that borrowers can use anywhere - laptop, mobile phone or tablet
Easily upload documentation
Send updates via SMS
Simple E-signing

Reduce Admin Work with Productivity Tools
Build your dream workflow by intelligently connecting Finmo to more than 2,000 popular apps, such as Google sheets or Zoho.
Manage Team Access and Permissions
Leverage Equifax integration to pull credit with a simple click of a button. Includes instant GDS and TDS calculations and updates.
Connect to any CRM or software
Mobile friendly platform
Automatically request documentation
Set auto reminders for clients
Unlimited E-signature requests
Get updates via SMS
Priority live chat / phone support

Select and Present Lender Products
Through Finmo's Lender Spotlight integration, select and recommend lender products with confidence. With the click of a button, Finmo will search Lender Spotlight's database of thousands of lender rates and policies to suggest products specific to certain pplication criteria.
Application specific lender product recommendations
Access to over 3,000 Lender Policies and Guidelines
16 Advanced Filters to narrow search results
Branded PDF reporting capabilities to share side by side comparisons to borrowers

Lender Submission, Upgraded
With Finmo's Lender Connect, confidently submit directly to a network of over 240 lenders.
Submit Directly to over 240 Lenders
Free Tax Documents (limited time offer)
Compliance Manager: Compliance checklist that automatically populates

Increase Leads and Referrals
Increase your market share by tapping into online advertising. Finmo offers world-class marketing funnels right out of the box.
Customize your borrower facing materials, including application links, with your branding
Trackable application links so you can manage your referral business
Branded affordability calculators
Marketing analytics integrations
Removal of "Powered by Finmo" in email footers

Security
Finmo puts security first with features such as two factor authentication. We keep yours, and your clients data, completely secure.
Secure application and document intake
Secure deal submission
Two factor authentication

30 day free trial
Sign up now and get a 
30 day free trial of Finmo Pro.

Join over 10,000 mortgage professionals

Michael_Lloyd-home-happy-team

Michael Lloyd

The Home Happy Team
"Finmo is a game changer. One of the keys to really great software is when all the little details are thought of, and the end result is super simple...our client's have been really happy with how easy it is for them to get their information over to us through this amazing online application. They also like having a place they can sign in, upload their docs safely and easily (drag and drop!), and view where their mortgage application is at. If you are in business in 2019, your client deserves better...Finmo delivers the next level client experience."
Kim_McKenney

Kim McKenney

DLC The Mortgage Source
"... [We] could not be more pleased with how easy [Finmo] was to set up and use. The client experience has been amazing. We are receiving more completed applications than ever before. The agents who are using Finmo successfully are able to get back to their clients faster and have said that the information entered is more accurate than with their previous online application. The service level at Finmo is amazing so we are getting answers and new user setups very quickly. "
Paul_Gazzola

Paul Gazzola

Lambden-Gazzola Mortgages
"Our team has been using Finmo for the past two months. The application process, in one word, is seamless. We've received positive feedback from our clients; the most important being the reduction in time spent applying. Any time we have had a question or suggestion for the platform, we received a response within minutes. We do not hesitate in recommending Finmo to anyone looking for a professional, yet user friendly application process, with excellent service to follow!"

Offer a Digital Mortgage Experience

Finmo is fast and easy to learn. Get started today and enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission.
30 day free trial
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