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Keep your team efficient, compliant, and fully visible.
Finmo helps you manage operations with smart controls, real-time reporting, and built-in compliance—so you can scale with confidence.
Less admin, more closings.
Finmo automates tasks like document collection, consent, and client updates—so you can focus on advising clients and closing deals faster.
When Indi brokers choose, they choose Finmo
Indi supports 400+ licenses and $3.8B in volume—letting brokers choose their tools. That’s why so many choose Finmo to build their business.
Funded in the past 12 months
Growth in agents
When Indi brokers choose, they choose Finmo
Work smarter, close faster.
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.
Best borrower experience
Finmo was built borrower-first, meaning everything from document collection to communications is easy and intuitive. Learn more about Finmo's Borrower Portal.
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.
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.
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.
Submit directly to a lender in Finmo
Use Finmo's Lender Connect to submit directly to a network of over 300+ lenders, including Scotia, MCAP Prime, MCAP Eclipse, CMLS Financial, First National, Home Trust, and RFA.
Run compliance on auto-pilot
After a submission to the lender, compliance managers can quickly review the compliance checklist that Finmo automatically populates.
