Finmo

Finmo

Lendesk
+
+

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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.

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.

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

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

Audience

Loan officers, mortgage brokers, processors, and lending teams seeking to automate loan review, document analysis, pre-underwriting, and mortgage processing workflows

Audience

Brokers and professionals searching for a digital platform to manage their mortgage services

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Addy AI
Founded: 2022
United States
addy.com

Company Information

Lendesk
Founded: 2017
Canada
www.lendesk.com/finmo

Alternatives

Alternatives

MDE Pro

MDE Pro

OurNetHelps
Lender Optimus

Lender Optimus

Lender Software Solutions
QuickQual

QuickQual

LenderLogix
Lender Optimus

Lender Optimus

Lender Software Solutions

Categories

AI Lending Supported
Mortgage and Loans Supported

Categories

Mortgage and Loans Supported

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

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
MSP Mortgage Servicing System Supported
MeridianLink Access Supported
Microsoft Outlook Supported
Microsoft Teams Supported
Salesforce Supported
Stackreaction Not Supported
Twilio Supported

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
MSP Mortgage Servicing System Not Supported
MeridianLink Access Not Supported
Microsoft Outlook Not Supported
Microsoft Teams Not Supported
Salesforce Not Supported
Stackreaction Supported
Twilio Not Supported
Claim Addy AI and update features and information
Claim Addy AI and update features and information
Claim Finmo and update features and information
Claim Finmo and update features and information