Leading mortgage technology platform empowers brokers to deliver seamless client experience
This article was provided by Lendesk
Finmo, Canada’s leading mortgage technology platform, is empowering brokers to deliver a seamless mortgage experience and help Canadians make confident borrowing decisions.
In 2024, Finmo achieved a record-breaking year, doubling its market share and driving a 34% increase in active teams. Together with its growing broker community, the platform helped over 100,000 Canadians navigate their mortgage experience, further solidifying its leadership in the mortgage technology space.
“At Finmo, everything we do is rooted in our mission to simplify the mortgage process and empower Canadians to make confident decisions,” said Carter Zimmerman, president of Lendesk. “We’re thrilled to work in partnership with brokers to support over 100,000 Canadians this year. It’s inspiring to see more brokers choosing Finmo to grow their businesses and better serve their clients.”
Giving back to the community
As part of its commitment to giving back to the community, Finmo proudly supports Habitat for Humanity Canada in its mission to ensure everyone has a safe and decent place to live.
“Creating positive change in the community is as important to us as empowering brokers,” added Zimmerman. “We’re proud to support Habitat for Humanity Canada’s important work to help families find a place to call home.”
Finmo empowers brokers in 2024 with tools to better support clients and drive growth
In 2024, Finmo launched over 20 new features to help brokers work smarter, deliver exceptional client support, and grow their businesses.
Key benefits include:
- Unparalleled lender access: In 2024, Finmo's lender network grew to over 350 partners, solidifying its position as one of the largest in Canada. With new additions like BMO BrokerEdge and Meridian Credit Union Ltd., brokers now have more options than ever to deliver tailored mortgage solutions to their clients.
- Simplified compliance: FINTRAC tools like ID verification and risk assessments streamline regulatory processes.
- Strategic client guidance: Enhanced calculators empower brokers to provide clients with accurate mortgage affordability insights and financial clarity.
- Delivering more value to clients: Integrations with Prospr by Sun Life and Surex allow brokers to seamlessly offer life and home insurance, helping clients feel supported and secure through every stage of their homeownership journey.
- Streamlined workflows: Improved deal reporting, APR tracking, and expanded Zapier integrations automate day-to-day tasks.
With these enhancements in Finmo, brokers can confidently guide clients through the mortgage process while delivering meaningful support at every stage.
Looking ahead
As Lendesk celebrates Finmo’s landmark year, the company is already looking ahead. Lendesk remains committed to empowering brokers and their clients with tools that simplify the mortgage process, inspire confidence, and drive sustainable business growth.
“To our mortgage professional community, thank you for your partnership,” said Zimmerman. “You’ve been integral to our success, and we’re honoured to support your journey as you deliver exceptional experiences to your clients.”
