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.
Request and review secure client uploads in under a minute, or let them know something needs attention. We convert all uploads to PDF for you to send to the lender.
The Mortgage Advisors
"Finmo is incredibly simple to learn and use. In no time, we were able to give our clients a smoother, faster experience, which really helps us differentiate our process and standout to a modern home buyer. We can compete and win in the emerging "digital mortgage" era with this product. I highly recommend you try out Finmo."
Silverman Mortgage Group
"My team is passionate about creating a stress free mortgage experience. Up until Finmo, it was hard to provide that stress free experience with 10 email threads and clunky (non-mobile) applications. Now, our team simply directs a client to our website to get started on an application, allowing the borrower to work from their couch at a pace they want."
Ingram Mortgage Team
"As a younger broker in the industry, I've been looking for a modern tool to help me offer a digital mortgage experience to my clients... Finmo helps me do that with only a few minutes of set up. It's great to see a tech company in this industry focussed on providing flexibility and integrations to other popular tools via Zapier. Finmo is the clear front-runner for competing with the digital experience banks are starting to offer."
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. "
BlueTree Mortgages West
"As I was leaving my house around 7 to do some errands, I had a realtor call with a problem file, I directed their clients to my Finmo portal and by the time I arrived home at 9, their application was complete. I called and spoke to the client, opened up the document portal with my requests, and submitted the deal about 25 minutes later. I had an approval in my inbox by 10 this morning! Without Finmo, my evening would have been spent taking an application, or running home to send them one via email. Life is so much simpler now!"