Finmo is a digital mortgage platform for the modern mortgage broker. Enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission.
The Digital Mortgage Platform for the Modern Mortgage Broker
An optimized mortgage experience that enables a mortgage in minutes for Canadian mortgage professionals; from application intake to product qualification to direct to lender submission.
1. Get started in 1 minute
Upon sign up to Finmo, there is a mobile friendly, intuitive application link ready to start sending to borrowers.
2. Best borrower experience
Finmo was built borrower first, meaning everything from document collection to communications is easy and intuitive.
3. 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.
4. 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.
5. 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.
6. Submit directly to a lender in Finmo
Use Finmo's Lender Connect to submit directly to a network of over 260 lenders, including Scotia, MCAP Prime, MCAP Eclipse, CMLS Financial, First National, Home Trust, and RFA.
7. Run compliance on auto-pilot
After a submission to the lender, compliance managers can quickly review the compliance checklist that Finmo automatically populates.
Discover How to Optimize your Mortgage Process
Finmo is fast and easy to learn, but don’t just take our word for it. Book a demo today and see it first hand.
What's new at Finmo
Some of our recently released features.
Work a deal twice as fast, when you work it entirely in Finmo.
With direct connectivity to over 300 lenders, Lender Connect is the best toolkit for sending, tracking, and closing deals with your favourite lenders.
Do you ever find you're just about to submit a deal, but want to triple check that Lender's policy on something first?
Through the Lender Spotlight integration, you're now able to see an overview of specific lender's policies on the Finmo submit screen.
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 application criteria. Learn more about Lender Spotlight
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
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
Join over 10,000 mortgage professionals
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."
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. "
"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!"
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