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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Finmo serves as a cutting-edge digital mortgage platform tailored for contemporary mortgage brokers, providing a streamlined mortgage process that covers everything from application intake to product qualification and direct lender submission. This efficient mortgage solution allows Canadian mortgage professionals to secure approvals within minutes, ensuring a seamless experience for both brokers and borrowers. Upon registration with Finmo, brokers receive an easy-to-use, mobile-friendly application link that they can share with their clients instantly. Designed with the borrower’s needs in mind, Finmo simplifies each step of the process, including document collection and communication, making it user-friendly and efficient. When brokers distribute the application link to borrowers, Finmo promptly evaluates the submissions and automatically requests the necessary documents while also providing follow-up reminders as needed, eliminating any extra effort required from the brokers. The platform further enhances its functionality with an integration to Equifax, allowing for quick credit checks and automatically incorporating liabilities into the application, thus streamlining the workflow even more. This comprehensive suite of features makes Finmo an invaluable asset for mortgage professionals looking to optimize their services.

Description

Mortgage Director serves as the innovative loan origination platform at the heart of the Fiserv lending framework. It enhances lending processes and fortifies the connections between lenders and their borrowers. In the current competitive lending landscape, it has become crucial for lenders to utilize technology to elevate service quality, optimize operations, and meet borrower expectations. By consolidating all essential features within one cohesive lending environment, lenders can confidently navigate their future, knowing that all necessary tools are at their disposal. Mortgage Director equips users with everything they need to define the future of lending while facilitating a fully digital mortgage experience from the core of a unified mortgage lending ecosystem. This integration not only simplifies processes but also empowers lenders to remain agile and responsive to market demands.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addy AI Yes 
Axis LMS Yes 
Charge-off Loan Tracker No 
CompenSafe No 
CustomFit.ai No 
Filogix Yes 
Lendesk Yes 
Stackreaction Yes 
Surefire CRM No 

Integrations

Addy AI No 
Axis LMS No 
Charge-off Loan Tracker Yes 
CompenSafe Yes 
CustomFit.ai Yes 
Filogix No 
Lendesk No 
Stackreaction No 
Surefire CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$10000.00/one-time
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Lendesk

Founded

2017

Country

Canada

Website

www.lendesk.com/finmo

Vendor Details

Company Name

Fiserv

Founded

1984

Country

United States

Website

fiserv.com

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans No 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages No 

Product Features

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents No 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management No 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications No 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

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