The Digital Mortgage Platform for the Modern Mortgage Broker
1. Get started in 1 minute
3. Smart Docs reduces admin time
4. Qualify a borrower in minutes
5. Select and present lender products with confidence
6. Submit directly to a lender in Finmo
7. Run compliance on auto-pilot
What's new at Finmo
With direct connectivity to over 300 lenders, Lender Connect is the best toolkit for sending, tracking, and closing deals with your favourite lenders.
Through the Lender Spotlight integration, you're now able to see an overview of specific lender's policies on the Finmo submit screen.
Analytics and Reporting Dashboard
Track your team's performance, including insights on number of deals submitted, funded volume, average mortgage size, application to fund ratio and more.
Sign Up For Finmo
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
- 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
- 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
- Submit Directly to over 260 Lenders
- Compliance Manager: Compliance checklist that automatically populates
- 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
- Secure application and document intake
- Secure deal submission
- Two factor authentication
Join over 10,000 mortgage professionals
"My experience with Finmo has been seamless and I can't imagine life without it. Don't let the mental blocker of "if it aint broken why fix it" make you a slave to the mortgage grind - own it. Make a move over and you'll be nicely surprised how much more business and freedom you will have."
- Paul Davidescu, Tango Financial
“Finmo has made my brokering life much more simple and has streamlined the process for the clients. Having document follow up has been a god send and allows me to focus more on underwriting rather than chasing documentation.”
- Corinna Smith-Gatcke, Verico The Mortgage Advisors
"Our team has been using Finmo for the past two months. The application process, in one word, is seamless. We do not hesitate in recommending Finmo to anyone looking for a professional, yet user friendly application process, with excellent service to follow!"
- Paul Gazzola, Lambden-Gazzola Mortgages
“Finmo is the easiest application system I have used thus far. It not only looks extremely professional it is also very easy to navigate for the clients. It also integrates easily with my website! I recommend it to everyone I speak with.”
- Christine Milley, Premiere Mortgage Centre