Lendesk Technologies

04/09/2026

Meet Finmo AI ✨

AI down payment verification, directly into your mortgage workflow. Files that took hours now take minutes. Select docs, click verify, and review a structured summary.

Visit Lendesk.com to learn more about Finmo AI

01/14/2026

Meet card view — a new, more visual way to manage your pipeline in Finmo.

See every deal clearly, spot bottlenecks sooner, and keep things moving with an intuitive, colour-coded layout.

✨ Drag and drop deals with ease
📝 Add quick notes without breaking your flow
🔄 Switch between card, table, or list view anytime

The card view isn’t just easier to look at — it’s built to help brokers move faster. Check it out!

https://hubs.li/Q03-PRYm0

12/23/2025

Broker growth starts with the right tools. 🚀

As one of Canada’s fastest growing brokerages, Tango Financial supports their brokers with strong infrastructure and tech. Tango agents have the freedom to choose the submission platform to their liking, and many choose Finmo.

Check out our case study for more. Link in bio.

04/10/2025

In under four years, BRX scaled to 370+ agents, funded 5,500+ mortgages, and surpassed $2.4 billion in mortgage volume.

They’ve built a lean, efficient tech stack using Finmo and Lender Spotlight to reduce admin, support compliance, and increase revenue per hour for their brokers.

🔗 Read their full story here:

In under four years, BRX scaled to 370+ agents, funded 5,500+ mortgages, and surpassed $2.4 billion in mortgage volume. Find out more.

02/04/2025

Did you know you can send documents directly to top lenders through Finmo? Skip the extra steps and submit docs seamlessly for a faster, more efficient mortgage process.

Lenders that support direct doc submission:
🏦 CWB Optimum [new]
🏦 Wiseday [new]
🏦 Strive
🏦 Rocket Mortgage

Less hassle, more efficiency—because your time matters. ⏳

https://hubs.li/Q035frBY0

12/11/2024

The Bank of Canada cuts rates by another 50 basis points just before the year ends! In times like these, your clients are in need of your guidance. Help them navigate this market shift with the right tools:

✅ Lender Spotlight: Quickly compare lender rates, policies, and products to find the best fit for your clients in a changing market.
✅ Finmo: Stay on top of your deals and streamline your client submissions seamlessly.

Our in-house mortgage expert is here to guide you on how to best assist your clients. Sign up for one of our live weekly training sessions at https://hubs.ly/Q02_hrrF0. Let’s close the year strong!

12/05/2024

Great news - you can now edit and delete internal notes in Finmo!

This has been a highly requested feature from our users, and we’re thrilled to deliver it. With this update, you have even more flexibility to manage your notes, ensuring your workflow stays clean and organized.

Try it out today and let us know what you think! 🚀

10/23/2024

Exciting news! Rates have fallen by 50 bps. As a mortgage broker, there's no better moment to take action.

Feeling unsure about how to best seize this opportunity for your business? Our in-house mortgage expert is here to guide you. Sign up for one of our live weekly Finmo training sessions at https://hubs.li/Q02VwgFK0.

Pro tip: It's also a great time to explore lender rates on Lender Spotlight. If you’re looking for guidance on maximizing this tool, we offer a dedicated training session for Lender Spotlight as well!

10/10/2024

[Feature release] Finmo's FINTRAC features are now live. 🚀

Finmo has created a one-stop shop for you and your team to be compliant with FINTRAC's new regulations. In every deal, your team will see a "Fraud & risk assessment" page.

Team admins will need to go into the Compliance tab in Team settings to enable these features.

Sign in to Finmo to explore more. https://app.finmo.ca/login

09/06/2024

Are you ready to navigate the depths of Finmo's new calculator tools? 🤿

Finmo recently released a series of new calculator tools that will dramatically improve how mortgage brokers underwrite a deal. Want to learn more? Join us for an in-depth training session where we’ll explore real-world use cases of the new calculator tools, multi-property reviews, multi-component mortgages, and more!

Secure your spot and let’s dive right in: https://calendly.com/finmo-joe/finmo-deep-dive-underwriting-your-deal?month=2024-09&date=2024-09-11

Not a Finmo user and looking to learn how we can help you and your mortgage business? Visit us at https://www.lendesk.com/ and request a demo.