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Simple mortgages. Smarter business.

Finmo turns complexity into simplicity so you can focus on what matters most: your clients and your business.
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FINMO FOR MORTGAGE BROKERS
Close with confidence
Deliver the experience clients expect with a seamless borrower portal, automated document collection, and instant qualification—all in one place.
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FINMO FOR BROKERAGE OWNERS
Scale with clarity and control
Centralized deal management, built-in compliance, and team performance in real time—so you can scale with clarity and confidence.
Explore solutions for Brokerage Owners
FINMO FOR FINANCIAL INSTITUTIONS
Modernize your mortgage operations
Streamline client intake, simplify workflows, and provide management with real-time visibility, all in one secure, digital-first platform.
Explore solutions for Financial Institutions

Built for performance, designed for simplicity.

No more getting blocked by outdated processes and clunky tech. Finmo is a user-friendly platform that takes the stress away.
Borrower portal

Client experience built to impress

Provide your clients with a simple and secure way to start their mortgage journey.

Modern experience
A custom-branded, mobile-friendly portal that gives borrowers the seamless digital experience they expect.
Flexible app intake
Borrowers can apply anytime, anywhere—online, over the phone, or in-branch.
Smarter applications
Boost completion rates with a smart application that adapts to each borrower and delivers complete, accurate information.
Security at every step
Protect borrowers' sensitive data with two-factor authentication and a secure portal for document uploads.
Smart Docs

Document collection, done right

Stop chasing documents. Finmo’s Smart Docs technology streamlines document collection and saves you hours on every deal.

Automated requests
Finmo will automatically prompt borrowers for the documents you need, based on their application details and your organization’s requirements.
Secure uploads
Borrowers upload files directly through the portal with two-factor authentication and encrypted transfer.
Smart reminders
Keep borrowers on track with automated reminders, without adding to your workload.
Customizable validations
Ensure documents meet your standards before submission, reducing errors and incomplete files.
Accelerated reviews
Advisors and underwriters receive organized, complete files that speed up review and approvals.
Deals dashboard

From big picture to every detail

Get one clear view of all your mortgage applications — no matter where they begin.

Business-wide visibility
Whether applications start online, by phone, in-branch, or through a call centre, they all flow into a single dashboard.
Customizable views
Tailor your dashboard to fit your unique workflow and priorities.
Smarter filtering
Quickly sort deals by goal, status, document collection progress, credit pull, closing date, ownership, and more.
Built for collaboration
Assign, re-assign, and keep your team aligned on every application.
Smart submission

Consistent, high-quality files every time

Keep deals moving with submissions that meet requirements, reduce errors, and give underwriters exactly what they need.

Custom validations
Catch submission requirements issues up front with built-in validations that cut down on back-and-forth.
Integrated policies
Access lending guidelines directly in Finmo to confirm deal alignment before you hit submit.
Smart submission notes
Automatically generate clear, consistent summaries that give underwriters the right context on your deal.
Stronger files, faster reviews
Deliver complete, accurate submissions that speed up approvals.
Management portal

Real-time visibility and control

Oversight, reporting, and user management in one place — so your team can scale with confidence while maintaining security and consistency.

Pipeline visibility
Track deal flow across teams with a clear view of every application’s progress.
Advanced reporting
Access detailed performance insights and integrate seamlessly with existing systems via API.
User access controls
Set roles and permissions to ensure the right people have the right access.
Centralized oversight
Rely on a single source of truth across your team members.
Scalable operations
Confidently support growth without losing control over compliance or efficiency.
Lender Network
More lenders. More business

With a network of 350+ lenders, Finmo helps brokers grow their business—and gives lenders more reach in the broker channel.

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Integrations
Plug into the tools you already use

Finmo will seamlessly adapt to your workflow and can easily integrate with nearly any other system or CRMs.

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Analytics
Turn data into decisions

Track deal volume, monitor lender performance, and uncover client and team trends—giving you the insights to grow with confidence.

Compliance
Compliance built into every deal

Stay confident with FINTRAC-ready workflows and SOC 2–compliant data security built right into the platform.

Finmo AI
From data to deal in a click

Create new deals in minutes and auto-populate MLS data instantly—so you spend less time entering details and more time closing deals.

  • “Working with Lendesk has been outstanding. Finmo + Lender Spotlight streamline our brokers' workflows and elevate the client experience, but it's the support that truly sets them apart. For new and experienced brokers alike, I wouldn't recommend any platform over Finmo.”
    Braeden Moskowy
    Onboarding Director
  • "About 60% of our brokers choose Finmo. We don’t mandate it—it’s just what they choose because it works."
    Jason Henneberry
    Co-Founder & COO
  • “Lendesk doesn’t sit idle. They evolve—and they’re really good at taking feedback and implementing it.”
    Gord Appel
    President/COO

Ready to simplify your mortgage process?

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