Welcome back

Upload your book and we'll find the opportunities hiding in it.

1
Upload CSV
2
We Scan
3
Get Results

Export from your CRM or Submission Platform (.csv format)

Processing...
📊
Analyzing your book...
We're checking every mortgage for refinance opportunities.
⚠️ 0 rows had issues
RowFieldValueIssue
OR

Auto-sync your book. New funded deals appear automatically.

What happens next? We'll process your book and identify refinance + renewal opportunities. You'll get an email when ready!

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Connect Finmo

Link your Finmo account to auto-sync your book. New funded deals will appear automatically.

How to get your API token:
  1. Log into app.finmo.ca
  2. Go to Team Settings (top right menu)
  3. Find Finmo API section
  4. Click "Generate New Token" (or use existing token if you have one)
  5. Copy the token and paste it below

Already have a Finmo API token? You can use that one - no need to generate a new one.

✓ Your existing data is safe

Finmo will add new funded deals to your existing client list. If you have duplicates, you can clean them up in Upload Reviews.

Your token is encrypted and never shared.

✅ Format detected
We recognized your export and pre-filled the mappings. Just confirm they look right.
Map Your Columns

Match your CSV columns to what we need.

✓ 0/7 required fields