--- title: 2023 Wrapped description: A celebration of the moments that defined our year. image: https://info.lendesk.com/hubfs/2023-WRAPPED.png --- [![lendesk_logo-1](https://info.lendesk.com/hubfs/lendesk_logo-1.png) ](https://lendesk.com) #### 2023 wrapped ## A CELEBRATION OF THE MOMENTS THAT DEFINED THE YEAR Scroll through this page to get an inside look into all things Lendesk, including the best features we released and our top tier support team. ![](https://info.lendesk.com/hubfs/2023-WRAPPED.png) # Finmo 2023 ## Top 3 features released in Finmo [![Accessibility-feature image](https://info.lendesk.com/hubfs/Accessibility-feature%20image.png) 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. **Learn more →** ](https://help.finmo.ca/en/articles/8542526-july-12-2023-a-more-accessible-platform-for-everyone) [![BluFinmo - Feature Image](https://info.lendesk.com/hubfs/BluFinmo%20-%20Feature%20Image.png) 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. **Learn more →** ](https://help.finmo.ca/en/articles/8542543-july-27-2023-blumortgage-and-finmo-integration-2-0-more-product-releases) [![Compliance-feature image](https://info.lendesk.com/hubfs/Compliance-feature%20image.png) 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. **Learn more →** ](https://help.finmo.ca/en/articles/8542559-aug-23-2023-easily-preview-compliance-docs-other-product-releases) # A Lender Network that gives you access to 300+ lenders Finmo has a network of over 300 lenders… and this network just keeps on growing! This year we’ve partnered with 70+ new lenders including Bridgewater Bank, Radius Financial, Fraction and more to establish direct connectivity to their systems.   ![Lender-network](https://info.lendesk.com/hs-fs/hubfs/Lender-network.png?width=2961&height=1661&name=Lender-network.png)   ## Finmo product round-up Revisit Finmo's latest product updates and highlights from 2023. [![Finmo releases](https://no-cache.hubspot.com/cta/default/7786787/9a361ec2-7725-49c6-8358-f565e5465a15.png)](https://cta-redirect.hubspot.com/cta/redirect/7786787/9a361ec2-7725-49c6-8358-f565e5465a15) ## Finmo highlights In Finmo, mortgage brokers can create **personalized links **that can be used in social media, emails, or directly shared with clients and referral sources. 838 **New Lead generation links created in 2023** ![FinmoLead-link](https://info.lendesk.com/hubfs/FinmoLead-link.png) Finmo’s **Smart Docs **analyzes client’s data, automatically requests documents based on their application, and follows up with them when needed. No more chasing documents. 1,408,799 **Documents uploaded into Finmo in 2023** ![Finmo-Document-upload](https://info.lendesk.com/hubfs/Finmo-Document-upload.png) Complete your entire workflow in Finmo. Mortgage brokers can **generate and submit compliance docs** for review directly in Finmo. 84,180 **Compliance documents generated in 2023** ![Finmo-Compliance-doc](https://info.lendesk.com/hubfs/Finmo-Compliance-doc.png) ## Take a moment to remember how amazing your client portal is Finmo borrower portal offers a digital experience that is trustworthy, easy, and seamless. [![Sign up for Finmo](https://no-cache.hubspot.com/cta/default/7786787/9d8d3362-0afa-4b4c-a265-36119114cdbe.png)](https://cta-redirect.hubspot.com/cta/redirect/7786787/9d8d3362-0afa-4b4c-a265-36119114cdbe) # Lender Spotlight 2023 ## # Top feature released in Lender Spotlight ## #### Lender Spotlight AI Assistant Say goodbye to hours of sifting through dense policy documents, and say hello to your new AI Assistant. [![Learn more about the AI Assistant](https://no-cache.hubspot.com/cta/default/7786787/4d5aee2b-6cc0-4729-8c6a-9d3423e47161.png)](https://cta-redirect.hubspot.com/cta/redirect/7786787/4d5aee2b-6cc0-4729-8c6a-9d3423e47161) ![AI Assistant - Feature Image](https://info.lendesk.com/hubfs/AI%20Assistant%20-%20Feature%20Image.png) ## Lender Spotlight highlights 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**. 4,679 **Questions asked to the AI assistant in 2023** ![LS-Question-AI](https://info.lendesk.com/hubfs/LS-Question-AI.png) The **Bank of Canada** changed their overnight rate **3 times** in 2023, which triggered a series of rate changes and updates. 97,000+ **Rates changed/updated in 2023** ![LS-Rates-change](https://info.lendesk.com/hubfs/LS-Rates-change.png) 70 lenders, thousands of products... **the most complete**** **database of rates and policies. 6,498 **Lender products available** ![LS-Lender-products](https://info.lendesk.com/hubfs/LS-Lender-products.png) ## Lender Spotlight, all the lender rates and policies in one place [![Learn more](https://no-cache.hubspot.com/cta/default/7786787/1aec6dd1-f06a-47ba-ab87-66fc574f7bf2.png)](https://cta-redirect.hubspot.com/cta/redirect/7786787/1aec6dd1-f06a-47ba-ab87-66fc574f7bf2) ## Customer Support 2023 ## # Top feature released by our support team ## #### Co-browsing Tool Our customer success team released a co-browsing tool, which took the support experience to the next level. Users can now grant access to their screen, allowing our team to see, draw, highlight, and even take control of their screens. Receive real-time support like never before! [![Learn more](https://no-cache.hubspot.com/cta/default/7786787/feeabec4-a6f7-4642-bec7-01a4ffa966fc.png)](https://cta-redirect.hubspot.com/cta/redirect/7786787/feeabec4-a6f7-4642-bec7-01a4ffa966fc) ![Co-browsing-Feature-250](https://info.lendesk.com/hubfs/Co-browsing-Feature-250.png) ## Customer Support highlights 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. 13,640 **Support Chats in 2023** ![CS-Support-chats](https://info.lendesk.com/hubfs/CS-Support-chats.png) Being able to quickly get answer to your questions is key to a good **support experience**, and our team is **FAST**. 98 sec **2023 average response time** ![CS-Response-time](https://info.lendesk.com/hubfs/CS-Response-time.png) And when it comes to** client satisfaction**, Finmo and Lender Spotlight users rated our team as **"Rockstar"**! 93% **2023 Average "Rockstar" rating** ![CS-Rating](https://info.lendesk.com/hubfs/CS-Rating.png) 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](https://help.finmo.ca/en/). 36,535 **Help article views in 2023** ![CS-Help-articles](https://info.lendesk.com/hubfs/CS-Help-articles.png) ## To watch, listen, and read... again and again Visit Lendesk's Content library for great resources and thought leadership content. [![Visit Content Library](https://no-cache.hubspot.com/cta/default/7786787/afdafcc4-d65a-435a-8af1-49c25ebe0c4c.png)](https://cta-redirect.hubspot.com/cta/redirect/7786787/afdafcc4-d65a-435a-8af1-49c25ebe0c4c) ## Top 3 thought leadership content [![Megan - LANDSCAPE](https://info.lendesk.com/hubfs/Megan%20-%20LANDSCAPE.png) 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! **Learn more →** ](https://www.lendesk.com/podcasts/mcap) [![CRM webinar – Feature Image](https://info.lendesk.com/hubfs/CRM%20webinar%20%E2%80%93%20Feature%20Image.png) 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. **Learn more →** ](https://info.lendesk.com/crm-learning-session) [![Blog - Avoid rejection](https://info.lendesk.com/hubfs/Blog%20-%20Avoid%20rejection.png) 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. **Learn more →** ](https://www.lendesk.com/blog/lender-tips-avoid-loan-rejection) ## Want to optimize Finmo for your business? With Finmo's automated document collection and lender products comparison you can save hours of your day when underwriting a deal. Book a FREE 45 minute training. [![Book training](https://no-cache.hubspot.com/cta/default/7786787/cb24273b-e38d-4ec8-a2f2-eca3589d4d2c.png)](https://cta-redirect.hubspot.com/cta/redirect/7786787/cb24273b-e38d-4ec8-a2f2-eca3589d4d2c)   Or [sign up for Finmo](https://app.finmo.ca/signup) today. ## Thank you everyone for making 2023 an amazing year! We couldn't have done without you. ... and here's to an exciting year ahead! 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