Top 3 features released in Finmo
Accessibility
A more accessible platform for everyone
In 2023, our team made Finmo even more accessible! Finmo users can now enjoy an improved experience with high contrast colours, screen reader support, and keyboard navigation that allows to "tab" through an entire application, and get things done faster.
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Integration
BluMortgage & Finmo integration 2.0
BluMortgage and Finmo have come together in 2023 to create the most robust CRM and mortgage platform integration available. Mortgage brokers can now streamline their mortgage process and offer the best experience for their clients.
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Compliance
Compliance documents preview
In 2023, mortgage brokers and compliance managers were able to quickly and securely preview compliance documents directly in Finmo. No more downloading and saving documents to your computer or opening each document in a separate tab for review.
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In Finmo, mortgage brokers can create personalized links that can be used in social media, emails, or directly shared with clients and referral sources.
Complete your entire workflow in Finmo. Mortgage brokers can generate and submit compliance docs for review directly in Finmo.
Understand any mortgage policy. The Lender Spotlight AI Assistant can sort through over 7,000 mortgage policies and answer the most complex questions in a matter of seconds.
The Bank of Canada changed their overnight rate 3 times in 2023, which triggered a series of rate changes and updates.
70 lenders, thousands of products... the most complete database of rates and policies.
Between Finmo and Lender Spotlight, our support team closed 13,640 conversations in 2023... that is thousands of people helped and empowered through their journey with us.
Being able to quickly get answer to your questions is key to a good support experience, and our team is FAST.
And when it comes to client satisfaction, Finmo and Lender Spotlight users rated our team as "Rockstar"!
Besides an amazing live support, Finmo has an extensive Help Library where brokers can self-serve and find most of the answers to their questions. Visit Finmo's help library.
Top 3 thought leadership content
Podcast
Megan McDonald
from MCAP
On this episode of Lead to Close Podcast, Greg Willianson and James Lowen were joined by Megan McDonald, the Senior Vice President of Single Family Sales at MCAP. You don't want to miss this one!
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Webinar
Streamline Your Mortgage Business with CRM
Embracing the right technology and tools is the key to success. Delve into the world of cutting-edge systems, including CRM, and learn how to save time, stay focused, and make a real impact on your clients' lives.
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Blog
Tips from lenders: how to avoid application rejection
When your mortgage application is rejected, it
can be a frustrating and time-consuming setback for you and your clients. Find out how you can avoid rejection for your loan application.
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