Modern mortgage tech for high-performing mortgage professionals

Whether you’re a solo broker or leading a growing team, Finmo helps you streamline operations, serve clients better, and stay compliant.

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FOR BROKERAGE OWNERS

Keep your team efficient, compliant, and fully visible.

Finmo helps you manage operations with smart controls, real-time reporting, and built-in compliance—so you can scale with confidence.

FOR MORTAGE PROFESSIONALS

Less admin, more closings.

Finmo automates tasks like document collection, consent, and client updates—so you can focus on advising clients and closing deals faster.

For Managers For Agents

How BRX Mortgage scaled smarter, not harder

In under four years, BRX scaled to 370+ agents, funded 5,500+ mortgages, and surpassed $2.4 billion in mortgage volume.

0%+

Increase in total funded mortgages

0B+

Total mortgage volume funded

Work smarter, close faster.

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.

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Best borrower experience

Finmo was built borrower-first, meaning everything from document collection to communications is easy and intuitive. Learn more about Finmo's Borrower Portal.  

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Smart Docs reduces admin time

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 needed from the broker.  

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Qualify a borrower in minutes

With Finmo’s Equifax integration, quickly pull credit and get liabilities automatically added to the application. GDS and TDS are calculated instantly, for you. Finmo offers e-signing workflows – documents can be set up for virtual signature with a few clicks.  

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Select and present lender products with confidence

Search thousands of lender policies and rates (including alternative lenders), and within seconds, lender products that fit best with the specific application criteria will be suggested.  

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Submit directly to a lender in Finmo

Use Finmo's Lender Connect to submit directly to a network of over 300+ lenders, including Scotia, MCAP Prime, MCAP Eclipse, CMLS Financial, First National, Home Trust, and RFA.  

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Run compliance on auto-pilot

After a submission to the lender, compliance managers can quickly review the compliance checklist that Finmo automatically populates.

Improve your
client experience

Finmo offers an out of the box digital mortgage experience for your clients. Chat with our team to learn how Finmo can help your brokerage close deals and save time today.
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Heading to the Alberta Mortgage Conference?

Share with us what part of your mortgage process you want to optimize and you could walk out of the event with a special prize!

Visit us at booth #215