Document intake for mortgage brokers

Every client’s paperwork, sorted and sent to Finmo.

Borrowers upload on your branded page. TheBrokerMate reads each document, files it by client and sends it to Finmo.

See plans How it works

Document intake for mortgage brokers

Every client’s paperwork, sorted and sent to Finmo.

Borrowers upload on your branded page. TheBrokerMate reads each document, files it by client and sends it to Finmo.

See plans How it works

  1. 1 of 6

    Three clients. Twelve documents. One inbox.

    Pay stubs, T4s, notices of assessment, bank statements and more, full of figures, arriving in any order.

  2. 2 of 6

    Sorted by client as they arrive.

    Each borrower uploads on a page with your brand, so every document lands with the right client.

    • Borrowers upload on a page with your brand
    • A private upload link for each borrower

  3. 3 of 6

    The figures are read and filled in.

    Income, savings, purchase price and more are pulled out of each document into that client’s application.

    • Documents are read for you

  4. 4 of 6

    A folder for every client.

    Each application and its documents are kept together in your workspace, one folder per client.

  5. 5 of 6

    Review the figures, not the paperwork.

    An email tells you when a borrower sends documents. Check the figures in each application, then approve.

    • You hear when documents arrive
    • Nothing goes to Finmo until you approve it

  6. 6 of 6

    Sent to Finmo, ready to submit.

    Each client’s details and documents go to their Finmo deal. You submit from Finmo, just like today.

    • Borrower details go straight to Finmo

Sample data. Fictional people and companies.

Product

What you get

Documents are read for you

Pay stubs, T4s, notices of assessment, bank statements and more are read, and the key fields are pulled out for you to check.

Values read from a document are marked like this: gross pay $3,412.50, so you can see where each one came from.

  • Borrowers upload on a page with your brand

    Your borrowers send documents from a page that carries your name, colours and contact details.

  • A private upload link for each borrower

    Each borrower gets their own upload link, so documents only reach the right client.

  • Nothing goes to Finmo until you approve it

    Check every field read from a document, fix anything wrong, then approve before anything reaches Finmo.

  • Borrower details go straight to Finmo

    Borrower details, income, assets, liabilities and the documents themselves are sent to your Finmo deal.

  • You hear when documents arrive

    You get an email as soon as a borrower sends their documents.

See every feature and its status

Your brand

Your brand, your borrowers

Borrowers see your name, colours and contact details, not ours. Try a few fictional brokerages:

Preview brand

Borrowers upload on a page with your brand

Your borrowers send documents from a page that carries your name, colours and contact details.

Sample data. Fictional people and companies.

Finmo

Works with Finmo

TheBrokerMate finds the borrower’s deal in your Finmo account, or starts a new one, and fills in what it read:

  • Borrower details
  • Income and employment
  • Assets
  • Liabilities
  • The documents themselves
  • Borrower details go straight to Finmo
  • Nothing goes to Finmo until you approve it

You connect it with your own Finmo API credentials, and you can remove them at any time.

Tour

See it

Take the product tour

Sample data. Fictional people and companies.

Pricing

Two plans

  • BrokerMate Essentials 199 Canadian dollars per month
  • BrokerMate Partner 399 Canadian dollars per month

plus applicable taxes

Essentials is the full application. Partner adds a developer who shapes it around your brokerage.

Compare plans

Questions

Questions brokers ask first

Do my borrowers need an account?
No. Your borrowers open your branded upload page on their phone or computer and send their documents. There’s nothing to sign up for. See the borrower’s side
Do I need Finmo?
Yes. TheBrokerMate is built to work with Finmo: it sends borrower details and documents to your own Finmo account. Your Finmo subscription and its fees are separate.
Does it make lending decisions?
No. TheBrokerMate is not a lender and doesn’t approve or decline mortgages. It collects and reads documents so you can prepare the file.
Where does borrower data go?
Documents are stored in cloud storage and read by an AI service so the key fields can be pulled out. The details are then sent to your Finmo account. The security page lists each service and what it does.

Read all questions

Get started

Try it with your next few files

See what each plan includes, or tell us about your brokerage and we’ll show you around.

See plans Talk to us