Finmo AI ✨

Turn hours of document review into minutes

The first POS with an embedded AI suite built directly into your mortgage workflow. Finmo AI verifies down payment and income documents in just a few clicks.

 

FREE through December 31, 2026!

 

 

AI-powered down payment
and income verification

Select the documents already in the deal and Finmo AI returns a lender-ready summary.

Click through the demo below to see how it works. It’s the real Finmo AI flow, with sample data.

Easily select documents
Whether it’s down payment sources or income documents, Finmo works with what’s already in the deal. No re-uploading or duplicate work.
Built for fast review
Transactions are clearly organized, so you can apply judgment quickly, no matter how complex the file.
Structured summaries
Generate a clear, lender-ready summary with verified funds and qualifying income per stream.

Trusted by 100+ brokerage teams