Offer a digital mortgage experience
Finmo is fast and easy to learn. Get started today for free and receive platinum access to Lender Spotlight.
Canada's leading Digital
Mortgage Platform
We thought of everything,
so you don’t have to.
When you need to collect documents fast, collaborate on a tough application, or even hit a monthly sales target, Finmo has your back.
CANADA’S SMARTEST MORTGAGE APPLICATION
An intuitive, mobile friendly application you’ll be proud to share with your clients. Application management is simple and flexible.
Document collection for modern buyers
Finmo handles document collection for you. Request and collect documents automatically, all at the push of a button.
When a deal is submitted to a lender, the deal’s documents are sent too.
The Only Products a
Mortgage Broker Needs
For a limited time, Lendesk is offering Finmo Pro and Lender Spotlight Platinum for only $49/month. This productivity suite is full-stack. From application to documentation, we’ve got you covered.
Stop Chasing Clients
With automatic documentation collection, reminders and even workflows, Finmo does the follow-up for you.
Higher application completion rates
Our intuitive application dynamically changes as it’s filled out to collect the exact information you need for a deal. This means the client spends less time and you get more accurate applications.
Complimentary access to Lender Spotlight
With Lender Spotlight you can quickly and easily filter lender rates, search policies and guidelines, compare products side by side and create reports to present to clients.
Automate repetitive
tasks
Use the Finmo smart documents feature to automatically request documents based on application responses.
Your tools,
integrated
Connect Finmo to over 2,000 popular applications in minutes. For example, when a deal is submitted on Finmo, have it sent to your CRM automatically.
More realtor referrals
from better funnels
Use borrower friendly affordability calculators to hook potential clients with a world class first impression.
Advanced document
management
Take advantage of
auto-resized borrower uploads, automatic packaging and naming for lenders, and unlimited documents storage on secure, Canadian AWS servers.
Sign Up for Finmo
Lender Spotlight
Platinum
The most complete and accurate database of rates and policies for the productive mortgage broker.
Security
Finmo puts security first with features such as two factor authentication. We keep yours, and your clients data, completely secure.
Borrower Experience
Offer the digital mortgage experience your clients are looking for. Borrowers love being able to use Finmo how they want, when they want.
Productivity Tools
Build your dream workflow by intelligently connecting Finmo to more than 2,000 popular apps, such as Google sheets or Zoho.
Lead Generation
Increase your market share by tapping into online advertising. Finmo offers world-class marketing funnels right out of the box.
Finmo Basic
free
$0/mo per additional user
- Not Included
- Lenders
- Advanced Filters
- Policies & Guidelines
- Product Comparison
- Pdf Export
- Included
- Secure application and
document intake - Secure deal submission
- Two-factor Authentication
- Basic
- English and French support
- Mobile friendly application
- Easily upload documentation
- Send updates via SMS
- Simple E-signing
- Basic
- Push to Filogix Expert
- Manage team access/permissions
- Easily pull credit bureaus
- 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
- Basic
- Custom branding
- Manage your referral business
- Branded affordability calculators
- Marketing analytics integrations
- Removal of "Powered by Finmo"
in email footers
Finmo Pro + Lender Spotlight Platinum
$49/mo
Limited time discount
- Included
- Lenders Rates
- Advanced Filters
- Policies & Guidelines
- Product Comparison
- PDF Export
- Included
- Secure application and
document intake - Secure deal submission
- Two factor authentication
- Included
- English and French support
- Mobile friendly application
- Easily upload documentation
- Send updates via SMS
- Simple E-signing
- Included
- Push to Filogix Expert
- Manage team access/permissions
- Easily pull credit bureaus
- 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
- Included
- Custom branding
- Manage your referral business
- Branded affordability calculators
- Marketing analytics integrations
- Removal of "Powered by Finmo"
in email footers
Finmo Basic
free
$0/mo per additional user
Lender Spotlight
Platinum
The most complete and accurate database of rates and policies for the productive mortgage broker.
- Not Included
- Lenders
- Advanced Filters
- Policies & Guidelines
- Product Comparison
- Pdf Export
Security
Finmo puts security first with features such as two factor authentication. We keep yours, and your clients data, completely secure.
- Included
- Secure application and
document intake - Secure deal submission
- Two-factor Authentication
Borrower Experience
Offer the digital mortgage experience your clients are looking for. Borrowers love being able to use Finmo how they want, when they want.
- Basic
- English and French support
- Mobile friendly application
- Easily upload documentation
- Send updates via SMS
- Simple E-signing
Productivity Tools
Build your dream workflow by intelligently connecting Finmo to more than 2,000 popular apps, such as Google sheets or Zoho.
- Basic
- Push to Filogix Expert
- Manage team access/permissions
- Easily pull credit bureaus
- 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
Lead Generation
Increase your market share by tapping into online advertising. Finmo offers world-class marketing funnels right out of the box.
- Basic
- Custom branding
- Manage your referral business
- Branded affordability calculators
- Marketing analytics integrations
- Removal of "Powered by Finmo"
in email footers
Finmo Pro + Lender Spotlight Platinum
$49/mo
Limited time discount
Lender Spotlight
Platinum
The most complete and accurate database of rates and policies for the productive mortgage broker.
- Included
- Lenders Rates
- Advanced Filters
- Policies & Guidelines
- Product Comparison
- PDF Export
Direct Lender Submission
Submit complete deals (including documents) to over 200 lenders with Finmo’s next-generation
submission technology.
- Included
Security
Finmo puts security first with features such as two factor authentication. We keep yours, and your clients data, completely secure.
- Included
- Secure application and
document intake - Secure deal submission
- Two-factor Authentication
Borrower Experience
Offer the digital mortgage experience your clients are looking for. Borrowers love being able to use Finmo how they want, when they want.
- Included
- English and French support
- Mobile friendly application
- Easily upload documentation
- Send updates via SMS
- Simple E-signing
Productivity Tools
Build your dream workflow by intelligently connecting Finmo to more than 2,000 popular apps, such as Google sheets or Zoho.
- Included
- Push to Filogix Expert
- Manage team access/permissions
- Easily pull credit bureaus
- 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
Lead Generation
Increase your market share by tapping into online advertising. Finmo offers world-class marketing funnels right out of the box.
- Included
- Custom branding
- Manage your referral business
- Branded affordability calculators
- Marketing analytics integrations
- Removal of "Powered by Finmo"
in email footers
