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When mortgage tech pioneers start a brokerage, they don’t just follow trends. They build the future.

Tango Financial is a fast-growing Canadian brokerage built for modern brokers with the freedom to run their business, supported by strong infrastructure and tech.

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Agents accross 60+ teams
0B+
Funded volume
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Most Tango brokers choose Finmo

Even with full autonomy, Finmo consistently becomes the platform of choice.

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Scales without strain

Finmo handles onboarding, automates document collection, and streamlines workflows so Tango can grow fast without adding internal burden.

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Built for modern brokers

Intuitive tools, open APIs, and responsive support give Tango teams the flexibility and efficiency they need to run their business their way.

Content
About Tango Financial The why The challenge The solution What Tango brokers are saying The results A Natural Fit
About Tango Financial

Tango launched in 2017 when several successful brokerage owners came together to solve the shared challenges of scaling—rising tech costs, increasing compliance demands, and the need for stronger lender access. What began as a strategic merger quickly became one of Canada’s most respected broker networks.

 

Today, Tango supports approximately 600 agents across 60+ teams, with operations coast-to-coast and a funded volume of over $5 billion annually. They offer brokers full autonomy in how they build their business. Everything from branding to process to tech stack is chosen by the agent, not imposed by head office.

 

That flexibility is central to Tango’s culture. But the tools brokers gravitate toward? That tells the real story.

The why
Jason Henneberry
“About 60% of our brokers choose Finmo. We don’t mandate it. It’s just what they choose because it works.”
Jason Henneberry, Co-Founder & COO, Tango Financial
Dean-Larson
"Choice is central to Tango’s culture, but so is making sure our brokers have the right tools. Seeing them consistently choose Finmo and Lender Spotlight speaks to the real value these platforms bring to their business every day."
Dean Larson, CEO, Tango Financial
The challenge

As Tango scaled, the team had to navigate:

  • Supporting rapid growth
    Expanding to 600 agents nationwide with no slowdown in onboarding, training, or service.
  • Balancing flexibility with efficiency
    Letting brokers choose their tools while still operating as one cohesive company.
  • Reducing the load on internal teams
    New agents needed to get up and running fast—without burdening Tango’s internal support.
The solution

Tango offers brokers the ability to choose any tech platform, but Finmo consistently stands out as the most selected option.

 

Here’s why it works for brokers and leadership alike:

 

Easy onboarding for new agents


Finmo manages all setup and training directly, removing any operational burden from Tango’s internal team. With Randa Bastolli as Tango’s dedicated Account Executive, communication is seamless and onboarding is smooth, ensuring every new agent gets the support they need from day one.

 

Seamless client experience


Borrowers love the mobile-friendly portal, and brokers value the built-in automated document collection. Brokers also consistently find Finmo incredibly intuitive, even when they’re adopting it for the first time — which makes getting up and running feel effortless.

 

Automated doc collection—from request to upload


Finmo analyzes each deal and automatically requests the right documents. For Tango brokers, that means no chasing clients and faster movement down the funnel.

 


This is also where Finmo’s Smart Docs feature truly shines. It’s the only solution in the industry that predicts exactly which documents are needed based on the client’s application, and then triggers those requests automatically. The result? Brokers get complete files significantly faster, with far less manual work.

 

Open APIs for advanced workflows


Tango’s top teams build bots, automations, and custom CRM workflows using Finmo’s open architecture — giving them complete flexibility to design processes that fit their business, not the other way around. With fully documented APIs and a growing library of integrations, it’s easy for teams to plug Finmo into their existing systems and unlock operational efficiencies.


Brokers gain streamlined workflows, fewer manual tasks, and a tech stack that scales with their business. Not one that slows them down.


→ Explore popular integrations and API documentation on Finmo’s Integrations page

 

Lender Spotlight Platinum Teams


Aside from the choice to use Finmo, every Tango broker receives Lender Spotlight Platinum as part of their tech stack. Instead of sorting lender emails or updating rate spreadsheets, brokers get centralized and accurate lender products and rates that are always updated. As a Platinum Team, Tango can also customize their lender list and easily show Exclusive Rates to their agents right on the platform. This makes Spotlight a core efficiency driver in their daily workflow.

 

Responsive support, led by real people


Tango brokers consistently praise the support they receive — from quick, helpful responses through live chat to hands-on training with the Lendesk team. During regular business hours, brokers are supported by real specialists who know them by name and understand their business. And for after-hours questions, Lendesk's AI assistant helps ensure nothing gets missed until the team is back online. Feeling heard matters, and for Tango, that level of care is just as important as the tech itself.

What Tango brokers are saying
“Love Finmo! Clients have not had any issues with the interface and it’s very easy for documentation uploads. Smart docs are great as well, as you can customize what you're asking for!”
Kelli Dean, Mortgage Broker, Tango (BC)
The results

As Tango grew, Finmo helped support efficiency and client experience.

 

Approximately 600 Agents and 60+ Teams

Built for growth—without compromising autonomy.

 

$5 Billion in Annual Volume

Scalable tech and support help brokers focus on deals, not delays.

 

High agent satisfaction

Brokers feel supported and heard—because Finmo listens and adapts.

 

Support that scales with speed

No ticket queues. Get mortgage support in under 3 minutes—live chat or screen share. Faster help, faster deals.

 

Ongoing innovation

API flexibility and early AI tools let brokers automate their unique workflows—connecting CRMs, streamlining compliance, and triggering referrals without dev teams.

A Natural Fit

Tango is fast-moving and future-focused, just like Finmo. The two share a focus on empowering brokers, supporting growth, and partnering through innovation, responsiveness, and trust.

Solutions
  • Digital application
  • Smart Docs
  • Due date reminders
  • White-label customization
  • Compliance automation
  • Direct lender submissions
  • Borrower portal
  • Finmo Rest API, Webhooks, and Zapier integrations
  • Rate & policy search
  • Exclusive rates
  • Customized lender list
  • Alternative lender access
  • AI-powered policy lookup

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