Ultimate agents, we've made it easier than ever to adopt Finmo

A best in class client experience, expedited onboarding,
AI tools, plus a special offer to earn more money on every deal. Adopting Canada's favourite and most innovative POS has never been easier.
Book a call with Randa
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Why should an Ultimate agent switch to Finmo?

Offer the best client experience

It's no secret that Finmo offers the industry's best client experience. Finmo's intuitive online application guides the borrower through a personalized experience (only asking them relevant questions based on their answers).

Once submitted, the borrower is guided through the document collection process, and can securely upload their documents to the portal - reminders served as needed. You receive a ready to go application for easy client qualification.

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Ultimate agents get fast-tracked onboarding

Start using Finmo in less than 30 minutes. Since we work with many Ultimate agents and have a lot of your brokerage details already in the system, we’re able to offer you fast-track onboarding.

Currently using Filogix and curious about the “lift” in switching? The short answer is, "easy". The majority of brokers we onboard come from Filogix, so we’ve got the process down pat. If you’d like to bring your previous deals over, we’ve created a Filogix Importer video that allows you to bring all your deals into Finmo within 30 seconds, and assign them as needed. Your account executive, Randa, is also happy to support you 1:1 to do this.

Learn more about adopting Finmo
Filogix-Migration

Your AI Assistant

Understand any mortgage policy in seconds. Our AI Assistant is designed to be your personalized efficiency partner. It sorts through over 7,000 mortgage policies and answers your most complex questions.

Enjoy for only $29 a month when you submit through Finmo.

Learn more about the AI Assistant
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Connect with Randa,
your Account Executive

Randa will be able to meet with you individually, walk you through an application in Finmo, and answer any questions you may have. Book a call with her today.
Book a call with Randa