Keeping track of every deal shouldn’t feel like a juggling act. We’re so excited to start the year off strong with card view — a new, more visual way to manage your pipeline in Finmo.
- See your pipeline clearly, at a glance: Card view transforms your deal flow into an intuitive, colour-coded layout so you can instantly understand where every deal stands.
- Move deals forward with less friction: With a simple drag-and-drop workflow and quick-add notes, it’s easy to stay organized and keep your deals progressing.
- Work in the view that works best for you: Easily switch between the new card view or the existing table or list views, choosing the format that fits how you work best.
Borrowers
Finmo
Brokers