List of Lendesk Finmo Customers
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Canada
Since 2010, our global team of researchers has been studying Lendesk Finmo customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Lendesk Finmo for Loan Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Lendesk Finmo for Loan Management include: Indi Mortgage Canada, a Canada based Banking and Financial Services organisation with 150 employees and revenues of $30.0 million, Tango Financial Canada, a Canada based Banking and Financial Services organisation with 300 employees and revenues of $26.0 million, Brx Mortgage Canada, a Canada based Banking and Financial Services organisation with 370 employees and revenues of $18.0 million and many others.
Contact us if you need a completed and verified list of companies using Lendesk Finmo, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Lendesk Finmo customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Brx Mortgage Canada | Banking and Financial Services | 370 | $18M | Canada | Lendesk | Lendesk Finmo | Loan Management | 2021 | n/a | In 2021, Brx Mortgage Canada implemented Lendesk Finmo for Loan Management across its Canadian brokerage. Lendesk Finmo is used to run mortgage origination and loan management workflows, standardizing broker intake and processing across the firm. The deployment covers broker-facing origination desks and supporting operations teams, enabling the firm to scale underwriting and submission throughput. The platform supported growth to over 5,500 funded mortgages and $2.4B in funded volume. The implementation leveraged specific Lendesk Finmo capabilities, notably Smart Docs, the borrower portal, compliance automation, and direct lender submissions. Smart Docs and the borrower portal were configured to automate document collection and borrower interaction flows, reducing manual paperwork and back-and-forth. Compliance automation was applied to enforce documentation rules and eligibility checks within the loan lifecycle, while direct lender submissions expedited application delivery to underwriting. Operationally the configuration centralized origination workflows for brokers and loan officers, aligning document orchestration, submission sequencing, and compliance checkpoints under the Loan Management system. Lendesk Finmo's direct lender submissions feature provided system-to-lender handoffs, tightening the end-to-end submission path and reducing administrative steps. The case study reports that these capabilities reduced broker administrative time and supported efficiency and growth across the brokerage. | |
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Indi Mortgage Canada | Banking and Financial Services | 150 | $30M | Canada | Lendesk | Lendesk Finmo | Loan Management | 2024 | n/a | In 2024, Indi Mortgage Canada implemented Lendesk Finmo as part of its April 2024 rebrand, positioning the platform to standardize mortgage application intake and compliance automation across its broker channels. Lendesk Finmo is deployed as a Loan Management solution supporting broker-facing intake, compliance workflows, and operational coordination across Canada. The deployment leverages Lendesk Finmo capabilities that the vendor case study enumerates, including the digital application intake, Smart Docs document assembly, automated due date reminders, and API integrations. These modules are used to orchestrate application capture, automate compliance checks and document workflows, and to provide broker support and status communications within the origination process. Operational scope covers Indi Mortgage Canada broker networks and internal origination and compliance teams nationwide, and the case study reports adoption scaling to 400+ licenses and $4.2B in funded volume. The implementation narrative centers on platform-led broker enablement and compliance automation, with module-level usage documented in the Lendesk case study rather than by detailed customer technical architecture. Governance followed the rebrand decision to introduce Finmo as a recommended partner in April 2024, aligning vendor capabilities with broker onboarding and intake procedures. The Lendesk Finmo deployment therefore serves as the primary Loan Management platform for application intake, compliance automation and broker support across the organization. | |
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Tango Financial Canada | Banking and Financial Services | 300 | $26M | Canada | Lendesk | Lendesk Finmo | Loan Management | 2020 | n/a | In 2020, Tango Financial Canada deployed Lendesk Finmo for Loan Management across its broker network. The implementation is adopted by roughly 600 agents organized in more than 60 teams across Canada, supporting approximately $5B in annual funded volume while improving borrower onboarding and client experience. The implementation leveraged core Lendesk Finmo capabilities including the digital application, Smart Docs for document automation, the borrower portal, open APIs, and Lender Spotlight integrations. These modules were configured to automate document collection, enforce standardized intake validation, and route cases through staged origination workflows inside Lendesk Finmo. Integration work focused on using open APIs and Lender Spotlight to connect broker-originated applications to lender submission channels and to capture lender-specific requirements within the borrower portal. Operational coverage centered on brokerage origination functions and onboarding, with process orchestration applied to intake, verification, and lender submission stages. Governance adjustments emphasized centralized digital intake, automated document tracking, and standardized lender submission procedures, enabling brokers to manage cases end to end within Lendesk Finmo. The case study highlights improved onboarding and client experience as the primary outcomes of the Lendesk Finmo deployment for Loan Management. |
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