Product
Features
Everything TheBrokerMate does, in the order of the flow, from the first upload to your Finmo deal.
Collect documents
Get every document from your borrower without the email back-and-forth.
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Borrowers upload on a page with your brand
Your borrowers send documents from a page that carries your name, colours and contact details.
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You hear when documents arrive
You get an email as soon as a borrower sends their documents.
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A private upload link for each borrower
Each borrower gets their own upload link, so documents only reach the right client.
Read documents
The key fields are pulled out of each document and marked where they came from.
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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.
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Nothing goes to Finmo until you approve it
Check every field read from a document, fix anything wrong, then approve before anything reaches Finmo.
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Borrower details go straight to Finmo
Borrower details, income, assets, liabilities and the documents themselves are sent to your Finmo deal.
What TheBrokerMate doesn’t do
- It isn’t a lender, and it doesn’t approve or decline mortgages.
- It doesn’t replace Finmo. It sends information into your Finmo account.
- It doesn’t replace your own identity-verification and record-keeping duties.
- Its reading of documents can be wrong. That’s why you review before anything is sent.