Grow faster than your competitors with Finmo Pro
Start today with your free, 30 day trial.
How big is your team?
Finmo Pro is tailored to suit the size of your operation, from single agents to collaborative brokerages and teams!
You are a single agent team
Finmo Basic
Finmo Pro
Productivity
Manage deals quickly and easily
Finmo makes it easy to manage deals efficiently with role based permissions and intelligent automations.
Finmo makes it easy to manage deals efficiently with role based permissions and intelligent automations.
Powerful management tools
Control all of your teams in one place with the Finmo Control Center.
Control all of your teams in one place with the Finmo Control Center.
Activity feed to keep you up to date
Save time by doing only what you need to do - not what you don't.
Save time by doing only what you need to do - not what you don't.
Mobile friendly platform
No matter where you are, or what device you're on, Finmo is right there with you.
No matter where you are, or what device you're on, Finmo is right there with you.
Connect to CRM or marketing tools
Integrate Finmo with over 1,500 of your favourite software and apps.
Integrate Finmo with over 1,500 of your favourite software and apps.
Manage what team members can do and see
Flexible, role-based permissions systems make sure Finmo fits your business.
Flexible, role-based permissions systems make sure Finmo fits your business.
Auto-assign deals to brokers on your team
Every deal ends up in front of the right team member with Finmo.
Every deal ends up in front of the right team member with Finmo.
Painless deal archiving, filtering and sorting
Find deals quickly and easily, every time.
Find deals quickly and easily, every time.
Co-broker deals with one click
Easily co-broker deals with any broker on Finmo!
Easily co-broker deals with any broker on Finmo!
Pull Equifax credit bureaus
It's just one button to pull a credit bureau in Finmo!
It's just one button to pull a credit bureau in Finmo!
Text (SMS) updates
Keep yourself and your clients updated, even on the go.
Keep yourself and your clients updated, even on the go.
-
"Smart Docs" automatically request deal documentation
The right mortgage documents are automatically requested as soon as an application is submitted.
The right mortgage documents are automatically requested as soon as an application is submitted.
-
Single click PDF packaging for lender submission
No more renaming and converting files for lender delivery.
No more renaming and converting files for lender delivery.
-
Internal deal notes
Drop quick notes inside deals for your team mates.
Drop quick notes inside deals for your team mates.
-
Priority live chat / phone support
With a response time of less than 2 minutes, our customer success team has got you covered.
With a response time of less than 2 minutes, our customer success team has got you covered.
-
Mortgage Magnates subscription included
Become an elite mortgage professional with Mortgage Magnates educational resources!
Become an elite mortgage professional with Mortgage Magnates educational resources!
-
Security
Secure deal submission to lenders
Push any Finmo deal to various mortgage lenders on Finmo!
Push any Finmo deal to various mortgage lenders on Finmo!
Secure document submission to lenders
Easily send all of your approved documents to lenders!
Easily send all of your approved documents to lenders!
Secure push to Filogix Expert
Push any Finmo deal to Expert with ease. Sometimes it's nice to see a familiar face!
Push any Finmo deal to Expert with ease. Sometimes it's nice to see a familiar face!
Two-factor authentication
Keep your client's data extra secure by removing the ability to log into your account with just a single password.
Keep your client's data extra secure by removing the ability to log into your account with just a single password.
Borrower experience
English and French language support
Borrowers can fill out online applications in either English or French!
Borrowers can fill out online applications in either English or French!
Multi-borrower applications
Every borrower receives their own secure login and portal - even when they're on the same application!
Every borrower receives their own secure login and portal - even when they're on the same application!
Mobile friendly application
Finmo's mortgage application works perfectly on every device, for every borrower, wherever they are.
Finmo's mortgage application works perfectly on every device, for every borrower, wherever they are.
Intercom live chat with your borrowers
Borrowers love that they can easily contact your team with any questions they have about their mortgage app and docs.
Borrowers love that they can easily contact your team with any questions they have about their mortgage app and docs.
Digital signatures for client consent
With Finmo, you can have credit-pull consent immediately upon application submission.
With Finmo, you can have credit-pull consent immediately upon application submission.
Unlimited E-signature document requests
Finmo's e-signing is not only beautifully integrated, it's also free for unlimited usage.
Finmo's e-signing is not only beautifully integrated, it's also free for unlimited usage.
-
Send borrower updates via text (SMS)
Borrowers love being kept in the loop, even on the go.
Borrowers love being kept in the loop, even on the go.
-
Auto docs reminders for borrowers
Borrowers are busy too! Finmo helps by automatically reminding them to submit their documentation.
Borrowers are busy too! Finmo helps by automatically reminding them to submit their documentation.
-
Marketing and lead generation
Custom branding
Finmo is completely white-labelled for your business. Your look, your style, your brand.
Finmo is completely white-labelled for your business. Your look, your style, your brand.
Removal of "Powered by Finmo" in email footers
Stay on-brand by removing "Powered by Finmo" from the bottom of e-mails to your borrowers.
Stay on-brand by removing "Powered by Finmo" from the bottom of e-mails to your borrowers.
-
High conversation affordability calculators
Use Finmo's world-class calculator funnels to attract more leads and close more deals.
Use Finmo's world-class calculator funnels to attract more leads and close more deals.
-
Manage and track referral business
Create referral links for all your sources to find out where your deals are coming from.
Create referral links for all your sources to find out where your deals are coming from.
-
Google Analytics and Facebook integrations
No need to hope that your marketing is making you money. With Finmo, you know.
No need to hope that your marketing is making you money. With Finmo, you know.
-
