Audience
Brokers and professionals searching for a digital platform to manage their mortgage services
About Finmo
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.
Other Popular Alternatives & Related Software
MeridianLink Mortgage
Lenders choose MeridianLink® Mortgage, a cloud-native and 100% browser-based offering, for its robust and customizable workflow automation that empowers them to swiftly scale their business. Its powerful open APIs facilitate seamless integration with a wide array of trusted vendor partners, enabling customers to build custom extensions to the LOS. The platform's comprehensive suite of tools includes a best-in-class native product and pricing engine, a native electronic document management system, and versatile web portals catering to both the consumer direct and third-party origination (TPO) business channels. MeridianLink® Mortgage is designed to streamline the mortgage origination process at every step, helping lenders reduce costs and decrease their time to close.
Our integrated digital platform supports the entire consumer financial journey while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.
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Mortgage Automator
Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more.
With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations.
Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support.
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ABLE Platform
ABLE Platform is a multimodule web software that covers the entire loan origination and loan management processes.
The following modules are included:
- Landing page - to attract new borrowers.
- Borrower portal - to serve actual borrowers.
- Self-service portal - to manage the whole enterprise activity.
- Back-office - the core of the platform to manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.
The platform automates the lending process throughout all the stages:
- Initiation of omnichannel application
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ABLE Platform serves any type of loan:
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QuickQual
QuickQual is a custom branded Mortgage Calculator that loan officers send via text message to their borrowers directly from the loan origination system. It only takes 30 seconds to create a QuickQual.
Borrowers can run payment and closing cost scenarios and issue pre-qualification or pre-approval letters within parameters that the loan officer sets.
Your Real Estate Agent partners will have access to their own portal where they can easily login and see all of the clients you've given them access to, in one spot.
Realtors can quickly generate mortgage pre-qualification and pre-approval letters that are purchase price, down payment, and property specific - all within the limits that the loan officer has already set. Imagine the power this brings in a multiple offer scenario! Just one of the reasons agents and borrowers rave about QuickQual.
Independent mortgage lenders, brokers, banks, and credit unions love QuickQual!
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Pricing
Free Version:
Free Version available.
Integrations
Company Information
Lendesk
Founded: 2017
Canada
www.lendesk.com/finmo
Videos and Screen Captures
Other Useful Business Software
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
Finmo Frequently Asked Questions
Finmo Product Features
Mortgage and Loans
Client Database
Contact Management
Document Management
Electronic Applications
Loan Origination
Pipeline Management
Pre-Qualification
Refinance Management
Amortization Schedule
Closing Documents
Commercial Mortgages
Credit Reporting
Customer Statements
Government Loans
Loan Servicing
Residential Mortgages
