Finmo Overview

Finmo is a comprehensive mortgage and loans software designed to simplify the lending process for financial institutions and mortgage brokers. This platform offers an array of tools that facilitate loan origination, processing, and management, ensuring a streamlined experience for both lenders and borrowers. With Finmo, users can create customized loan applications, automate workflows, and track the progress of each application in real-time, reducing administrative burdens and increasing efficiency. The software features integrated compliance checks, ensuring that all transactions adhere to industry regulations and standards. Additionally, Finmo provides analytics and reporting capabilities, allowing lenders to assess performance metrics, loan approval rates, and customer feedback effectively. The platform also supports seamless communication between lenders and borrowers, enhancing transparency and trust throughout the loan process. By leveraging Finmo, organizations can enhance their lending operations, improve customer satisfaction, and drive business growth in a competitive market.

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Contact Details

  • Vendor Name Finmo
  • Founded 2017
  • Location Canada

Support

  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services

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Finmo Features

  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers

Finmo Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$99 Per Month

Finmo FAQs

Finmo is a comprehensive mortgage and loans software designed to simplify the lending process for financial institutions and mortgage brokers. This platform offers an array of tools that facilitate loan origination, processing, and management, ensuring a streamlined experience for both lenders and borrowers. With Finmo, users can create customized loan applications, automate workflows, and track the progress of each application in real-time, reducing administrative burdens and increasing efficiency. The software features integrated compliance checks, ensuring that all transactions adhere to industry regulations and standards. Additionally, Finmo provides analytics and reporting capabilities, allowing lenders to assess performance metrics, loan approval rates, and customer feedback effectively. The platform also supports seamless communication between lenders and borrowers, enhancing transparency and trust throughout the loan process. By leveraging Finmo, organizations can enhance their lending operations, improve customer satisfaction, and drive business growth in a competitive market.

  • Yes, Finmo offers a free version.

  • Yes, Finmo offers a free trial.

  • No, Credit Card details are not required for the Finmo trial.

  • Finmo offers the following pricing plans & packages:

    Basic

    $99 Per Month

  • Finmo supports the following payment frequencies:

    • Monthly Subscription

  • No, Finmo does not offer an API.

  • Finmo offers support with the following options:
    • Chat

  • Finmo offers training with the following options:
    • In-person , Live Online , Webinar

  • Finmo supports the following languages:
    • English

  • Following are the typical users of the Finmo:
    • Self-Employed , Small-Business , Midsize-Business

  • Finmo supports the following deployment:
    • Cloud Hosted

  • Finmo supports the following devices and operating systems:
    • Web-Based