Streamline your mortgage process
Finmo provides a fast, intuitive solution that simplifies the loan process, allowing loan officers to easily intake applications, automate document collection, and submit loans directly to Rocket Pro. Finmo focuses on continuous improvement and innovation to make the mortgage journey effortless for loan officers and their clients.
Key features
Borrower portal built to convert
Branded, mobile-friendly portal: Your custom-branded portal on any device.
Smart, dynamic application flow: Finmo asks only what’s relevant — adjusting questions based on the borrower’s situation to keep the experience fast, focused, and frustration-free.
Borrower consent and communication: Capture consent digitally and send borrower-facing updates directly from Finmo.
Two-factor security: Built-in authentication keeps borrower data safe and compliant.
Work your loans with confidence
Full file visibility: See loan progress, documents, credit, and Rocket Pro status all in one place.
Assign and organize files: Easily manage workflows by assigning files to specific team members.
Automated MCR reporting: Generate your Mortgage Call Report in under two minutes.
Free credit pulls and AUS: Use Finmo to pull credit and run AUS at no cost for loans submitted to Rocket Pro.
Built-in DU and LPA access: Run AUS in Finmo using Fannie Mae’s DU or Freddie Mac’s LPA.
Live chat and fast support: Get help in under 3 minutes from real people.
Automated document collection
Smart Docs: Automatically requests the right documents based on borrower inputs and loan type — so you get what you need without the back-and-forth.
Reminders and document tracking: Finmo follows up with borrowers automatically and clearly shows which documents are missing.
Accept, reject, or flag documents: Manage each file individually with full visibility and control from one dashboard.
Lender submission
Direct to Rocket Pro: Submit in just a few clicks — no extra logins or rekeying.
Built-in Rocket status updates: Get real-time updates without logging into another system.
Export-ready 3.4 file: Prefer another lender? Export a clean file in seconds.
Should you have any questions or need help, please reach out to us at supportus@lendesk.com.