BrokerMate, step by step

How it works

Six steps, from your brand to Finmo

1. 01

   Step 1: Set up your brand

   Pick your colours, add your photo and contact details, and watch your borrower page change in the live preview as you go.

   

2. 02

   Step 2: Share your upload link

   You get one link to your branded page. Send it to borrowers by email or text, and choose who gets the alert when documents arrive.

   

3. 03

   Step 3: Borrowers upload from any device

   Borrowers say what the mortgage is for, add everyone applying and their income, then upload files or take photos on their phone. No account, in English or French.

   

4. 04

   Step 4: Every file lands in the right place

   BrokerMate reads each file and sorts it into the checklist for the right applicant, so everyone can see what’s in and what’s still missing.

   

5. 05

   Step 5: You get an email with the answer

   When a borrower submits, you get an email with their qualifying income, the files that came in and what’s still missing, and buttons to send it to Finmo or ask for more. It tells you when the client already has a Finmo deal. With Pro, it also lists the lenders where the income comes out higher. Indicative, not a lender decision.

   

6. 06

   Step 6: Review, then send to Finmo

   Connect your Finmo account once. You check the file and approve it, and BrokerMate sends the application and documents to your Finmo deal. Nothing goes to Finmo until you approve it.