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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

Loanzify offers a unique intake process that stands out from others in the industry. The experience begins with an engaging interview-style questionnaire, complemented by a user-friendly interface and a borrower portal that transforms the Borrower Journey into a seamless, enjoyable, and brand-customizable experience. The visually appealing questionnaire features straightforward instructions, helpful visual cues, and a progress tracker that encourages borrowers to effortlessly navigate the mobile-optimized application. With Loanzify's intuitive “if-this-then-that” automation, you can easily tailor your intake process by adding questions, creating drop-down menus, hiding fields, and editing text with minimal effort. Additionally, you have the freedom to showcase your brand by incorporating your logo, adjusting the color scheme, modifying the home screen and navigation, and fine-tuning the content to reflect your brand's identity. Moreover, the platform supports Spanish 1003, ensuring accessibility for a broader audience. This level of customization allows businesses to create a more personalized and engaging experience for their borrowers, setting them apart in a competitive market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
Addy AI Yes 
Filogix Yes 
Lendesk Yes 
Stackreaction Yes 

Integrations

Axis LMS Yes 
Addy AI No 
Filogix No 
Lendesk No 
Stackreaction No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$39 per month
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
In Person No 

Vendor Details

Company Name

Lendesk

Founded

2017

Country

Canada

Website

www.lendesk.com/finmo

Vendor Details

Company Name

Loanzify

Country

United States

Website

www.loanzify.com/features/

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

Mortgage and Loans

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

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