FINMO BORROWER PORTAL
The Best Experience For Your Clients
Learn why Finmo's unique borrower portal makes it the preferred platform for thousands of mortgage professionals in Canada.
Easily obtain client information
Enter your clients details manually, or embed the borrower portal directly onto your website.
A Dynamic and
intuitive experience
intuitive experience
Finmo's portal adapts to desktop, tablet, or phone and only asks questions relevant to your clients situation.
The magic of
Smart docs
Smart docs
After your client submits an application, a list of required documents is automatically generated.
Track leads
and referrals
and referrals
Create personalized links that can be used in social media, emails, or directly shared with clients and referral sources.
Customize your
Borrower Portal
Borrower Portal
Customize your borrower portal by adding your logo and changing the colours to reflect your brand.
Schedule automated reminders
If your clients have outstanding documents, no problem. Finmo will send reminders on your behalf.