FinmoLendesk
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Related Products
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About
Addy AI is an AI-powered mortgage lending platform designed to automate manual work throughout the loan process and help mortgage teams close loans faster. Its custom AI agents can pre-underwrite loans, instantly check files against lending guidelines, identify missing information, and suggest ways to resolve eligibility issues. It reviews loan conditions and AUS findings, checks the documents already in the file, and helps teams determine what still needs to be requested from clients. Addy AI can also extract and analyze information from borrower documents, including income and other loan details, reducing the need for manual file review and data entry. Specialized agents can be trained on an organization’s own data, lending guidelines, rate sheets, and workflows to support consistent decision-making. It integrates with loan origination systems, CRMs, point-of-sale systems, Microsoft Teams, and other tools, automatically syncing loan data.
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About
Finmo is a digital mortgage platform for the modern mortgage broker. Enjoy an optimized mortgage experience, from application intake to product qualification to direct to lender submission. 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. Upon signing up to Finmo, there is a mobile-friendly, intuitive application link ready to start sending to borrowers. Finmo was built borrower first, meaning everything from document collection to communications is easy and intuitive. 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 is needed from the broker. With Finmo’s Equifax integration, quickly pull credit and get liabilities automatically added to the application.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Loan officers, mortgage brokers, processors, and lending teams seeking to automate loan review, document analysis, pre-underwriting, and mortgage processing workflows
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Audience
Brokers and professionals searching for a digital platform to manage their mortgage services
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationAddy AI
Founded: 2022
United States
addy.com
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Company InformationLendesk
Founded: 2017
Canada
www.lendesk.com/finmo
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Alternatives |
Alternatives |
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Categories |
Categories |
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Mortgage and Loans Features
Amortization Schedule
Not Supported
Client Database
Supported
Closing Documents
Not Supported
Commercial Mortgages
Not Supported
Contact Management
Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Document Management
Supported
Electronic Applications
Supported
Government Loans
Not Supported
Loan Origination
Supported
Loan Servicing
Not Supported
Pipeline Management
Supported
Pre-Qualification
Supported
Refinance Management
Supported
Residential Mortgages
Not Supported
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Integrations
Addy AI
Not Supported
Axis LMS
Not Supported
Bonzo
Supported
Encompass
Supported
Filogix
Not Supported
Finmo
Supported
Gmail
Supported
Google Drive
Supported
HubSpot CRM
Supported
Lendesk
Not Supported
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Integrations
Addy AI
Supported
Axis LMS
Supported
Bonzo
Not Supported
Encompass
Not Supported
Filogix
Supported
Finmo
Not Supported
Gmail
Not Supported
Google Drive
Not Supported
HubSpot CRM
Not Supported
Lendesk
Supported
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