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.
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No limit/additional charges on number of loans/accounts/transactions/borrowers/lenders. No additional hardware required. Annual subscription.
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Pricing
Free Version:
Free Version available.
Integrations
Company Information
Lendesk
Founded: 2017
Canada
www.lendesk.com/finmo
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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
Supported
Contact Management
Supported
Document Management
Supported
Electronic Applications
Supported
Loan Origination
Supported
Pipeline Management
Supported
Pre-Qualification
Supported
Refinance Management
Supported
Amortization Schedule
Not Supported
Closing Documents
Not Supported
Commercial Mortgages
Not Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Government Loans
Not Supported
Loan Servicing
Not Supported
Residential Mortgages
Not Supported
