Finmo is fast to learn. The average broker can begin managing deals in under 20 minutes.
When you need to collect documents fast, collaborate on a tough application, or even hit a monthly sales target, Finmo has your back.
An intuitive, mobile friendly application you’ll be proud to share with your clients. Application management is easy, send data to Expert with one click.
Our machine learning algorithms help you request documents faster and more efficiently. We convert all uploads to PDF for you to send to the lender.
The Home Happy Team
"Finmo is a game changer. One of the keys to really great software is when all the little details are thought of, and the end result is super simple...our client's have been really happy with how easy it is for them to get their information over to us through this amazing online application. They also like having a place they can sign in, upload their docs safely and easily (drag and drop!), and view where their mortgage application is at. If you are in business in 2019, your client deserves better...Finmo delivers the next level client experience."
DLC The Mortgage Source
"... [We] could not be more pleased with how easy [Finmo] was to set up and use. The client experience has been amazing. We are receiving more completed applications than ever before. The agents who are using Finmo successfully are able to get back to their clients faster and have said that the information entered is more accurate than with their previous online application. The service level at Finmo is amazing so we are getting answers and new user setups very quickly. "
"Our team has been using Finmo for the past two months. The application process, in one word, is seamless. We've received positive feedback from our clients; the most important being the reduction in time spent applying. Finmo gives us access to real time updates in regards to the uploading of documentation and the client portal is user friendly and offers a guide to assist with navigating. Any time we have had a question or suggestion for the platform, we received a response within minutes. We do not hesitate in recommending Finmo to anyone looking for a professional, yet user friendly application process, with excellent service to follow!"
Since Finmo is a technology company and not a network or brokerage, we're able to guarantee you your data is only seen by you and your brokerage. We store your data domestically on Canadian servers, protected by Canadian law, and use machine learning to keep it safe. By storing your data on Canadian cloud servers, you're protected by Canadian privacy laws through the PIPEDA (Personal information protection and electronic documents act).
Not only did we design Finmo to be secure from the ground up, but we also help push the industry forward with individual security. The most vulnerable part of a brokers security is the way they store their own password. We're the first company in the space to offer two-factor authentication as a setting for your account... making your data inaccessible, even in the event your password was compromised. With two-factor authentication, someone with access to your password would also need your mobile device and time generated 6 digit code to gain access to your data. For additional reading on Finmo and data, please refer to our help articles.