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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
Verifast provides an efficient and secure solution for assessing the financial capabilities of tenants and borrowers, as well as their digital identification, all within one comprehensive platform. The company has designed a versatile technology system that offers tailored solutions to meet the specific needs of various industries. Our platform enables a seamless and secure connection between borrowers and their financial institutions, capturing all sources of income for precise identification. We quickly gather monthly financial balances and compute averages, allowing users to view monthly trend data for enhanced insights. With just a few clicks, users can summarize payroll information and employer records, while also validating employment status before finalizing any agreements. Recognizing that not all borrowers are proficient with digital tools, we have included a user-friendly bank statement and paystub upload feature to ensure that every customer can be accommodated. This commitment to inclusivity ensures that our services cater to a broad range of users, fostering a more equitable financial environment.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Addy AI
Yes
Axis LMS
Yes
Filogix
Yes
Lendesk
Yes
Stackreaction
Yes
Integrations
Addy AI
No
Axis LMS
No
Filogix
No
Lendesk
No
Stackreaction
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
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
Yes
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
VeriFast
Founded
2019
Country
Canada
Website
verifast.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
