Streamline YourWorkflow

Finmo is the easiest way for brokers tooffer a digital mortgage experience.

We’ve thought of everything, so you don’t have to.

When you need to collect documents fast, collaborate on a tough application, or even hit a monthly sales target, finmo has your back.

Your Data
Your Business, Your Clients.finmo isn't affiliated with any brokerage networks, meaning your data is only seen by you.
Goodbye Paperwork
Goodbye, Paperwork.With your help, we're bringing the mortgage process into the 21st century.

Canada’s simplest mortgage application

Collect your client's data by inviting them to your own branded portal.

We’ve designed the app with top brokers to make sure we ask the right questions, in an easy way for borrowers to understand.

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Break the Status Quo

Use finmo to declutter the mortgageprocess for your team and clients.

STEP #01
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Increase ProductivityUsable software that automates the borrower experience, freeing you up from repetitive tasks.
STEP #02
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Enhance CommunicationSolve the frustrating back and forth with better applications and smarter document collection.
STEP #03
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Deliver on PromisesProvide borrowers with a premium digital experience — earning you more referrals and a better reputation.

Team

Carter ZimmermanCEO

Carter ZimmermanCEODuring his 4 years running a marketing firm and helping brokers generate deals, Carter realized the mortgage process was outdated. His enthusiasm for growing modern web applications encouraged him take a fresh look at the industry and now he’s committed to delivering an exceptional borrowing experience.

Greg WilliamsonPresident

Greg WilliamsonPresidentGreg Williamson is an award winning top producing mortgage professional for over 22 years. Greg has been named Mortgage Broker of the year in Canada twice in his career, and he has been awarded a life time achievement award by the Canadian Mortgage industry.

Johnny WatsonChief Commercial Officer

Johnny WatsonChief Commercial OfficerJohnny has a track record of building and growing digital products. This includes a crowdfunding platform during his first startup and a digital health product. Since the focus was on driving efficiency and automation into archaic booking and triage processes, he's delighted to now be transforming the end to end mortgage experience.

Velan VijatovićVP Engineering

Velan VijatovićVP EngineeringVelan has over a decade of international sofware engineering experience, where he's been architect of complex systems and led distrubuted teams. He worked on a social network in China, cofounded a social news reader and tip based social network service in Japan and most recently worked on a blockchain payment service.

Doug AdlamVP Sales Eastern Canada

Doug AdlamVP Sales Eastern CanadaDoug Adlam is the multi-award winning President and Principal Broker of Champion Mortgage Inc., an industry leading mortgage brokerage in Canada. He was named one of the 45 most influential industry professionals in 2017 along-side the minister of finance, bank and lender executives, and software engineers.

Gord DahlenVP Sales Western Canada

Gord DahlenVP Sales Western CanadaGord Dahlen has been a passionate and active member of the Canadian mortgage brokering landscape for the past 28 years, where he has worked in several senior-level capacities with both brokerage and lending firms. Among his achievements and recognition, Gord is most proud of being a Mortgage Professionals Canada Canadian Mortgage Hall of Fame Inductee and receiving the CMP Canadian Mortgage Awards Lifetime Achievement Award.

Marnie GeorgeCustomer Success Manager

Marnie GeorgeCustomer Success ManagerMarnie is our customer success hero. She has vast eperience across multiple industries, including teaching, oil and gas and the public sector. Most recently however, she played a key role in a major company wide transition of an Agritech firm in Canada, where she had exposure to sales, project management and customer success.

Alex WilkinsonSoftware Engineer

Alex WilkinsonSoftware EngineerAlex is a digital jack of all trades. He grew up with computers and first used photoshop and “Milk Shape” when was 10 years old - to work on game modifications for the original Half-Life (most notably Zombie Panic!). On top of building features for our products, he brings his experience in creating and growing businesses to finmo. Oh - and he’s also a mortgage broker.

Omar AlejandroSoftware Engineer

Omar AlejandroSoftware EngineerOmar is a full stack developer with experience of building complex applications. His passion for learning new technologies and architecture patterns, led him to build a powerful, real time operations tool for the Oil & Gas industry. He brings his expertise with modern web frameworks, websockets and building microservices to the project.

Richard RoutSoftware Engineer

Richard RoutSoftware EngineerRich has over a decade of experience building cloud based web applications used by millions. In the past he's worked on learning management systems, time tracking software, social networks and crypto trading platforms. Rich loves building amazing products through software and will stop at nothing until we build it right.

Luis ZepedaSoftware Engineer

Luis ZepedaSoftware EngineerLuis is our guy when it comes to optimizing our systems, since he loves working on performance issues and algorithms. Over the years as a full stack software engineer, he’s built administration and financial scheduling software for universities and even on hardware integrations and telecommunications projects.

Scott BurnsSenior UX Designer

Scott BurnsSenior UX DesignerScott is a hugely experienced designer, with over a decade in the industry. A specialist in User Experience and User Interface Design, Scott brings experience gained over the last few years working with some of the largest financial institutions and design agencies in the world to our mission to transform the mortgage experience.
We're passionate about building a diverse and talented team!Explore careers

Advisors

Mike LloydOwner, Canadian Mortgage Experts
Greg NowikMortgage Planner, Universal Mortgage Architects
James LoewenOwner, Loewen Group Mortgages
Jeff IngramOwner, Ingram Mortgage Team
Mark IngramOwner, Ingram Mortgage Team
Kent BittnerOwner, Bittner Mortgages
Rob CagninBroker, Mortgage Architects
Russ MorrisonOwner, Morrison Mortgage Team
Tom GasparecMortgage Agent, The Mortgage Centre
Zach SilvermanOwner, Silverman Mortgage Group

Trusted By

Candian Mortgage Experts

Universal Mortgage Architects

Loewen Group Mortgages

Champion Mortgage

Ingram Mortgage Team

Bittner Mortgages

Mortgage Architects

Morrison Mortgage Team

The Mortgage Centre

Silverman Mortgage Group

Finmo is the easiest way for brokers tooffer a digital mortgage experience.