---
title: Card View
description: "Finmo update: Card View"
---

[Releases ](https://www.lendesk.com/releases)

# [Card View](https://www.lendesk.com/releases/card-view)

 Written by [Lendesk](https://www.lendesk.com/releases/author/lendesk) | Jan 14, 2026 1:30:00 PM

 

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.

 

<https://help.finmo.ca/en/articles/9945535-how-to-obtain-a-pep-sanctions-and-adverse-media-psa-screening>[Check out our FAQ’s and short demo video](https://help.finmo.ca/en/articles/13379586-what-is-card-view-and-how-to-turn-it-on)[ →](https://help.finmo.ca/en/articles/9945535-how-to-obtain-a-pep-sanctions-and-adverse-media-psa-screening)

 

 

[View full post](https://www.lendesk.com/releases/card-view)

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