Mortgage CRM Integration

Never Miss A Mortgage Lead — Synced To Finmo

Marlie AI answers borrower calls 24/7, qualifies the deal, and pushes contact and pre-qualification details into Finmo so your application pipeline stays full and follow-up is never late.

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Phone coverage for mortgage brokers running on Finmo

Finmo is the digital mortgage application platform that Canadian brokers and agents lean on for borrower applications, document collection, and deal management. The challenge is that brokers are often in client meetings or working a deal when a new lead calls in.

Marlie AI answers every borrower call 24/7, qualifies the deal — purchase, refinance, switch, renewal — captures the borrower's income, credit picture, and timeline, and pushes everything into Finmo through Zapier and webhook flows so the application gets started while the lead is still hot.

What You Get with Marlie + Finmo

Everything you need to connect your phone calls with Finmo — fully automated, zero manual work.

24/7 Borrower Coverage

Inbound calls are answered any time of day so brokers don't lose leads while they're in a client meeting or working a deal.

Pre-Qualification Capture

Marlie collects income, employment, down payment, credit picture, and timeline so brokers can prep the deal before the callback.

Deal Type Routing

Calls are qualified as purchase, refinance, switch, or renewal and routed to the right broker or agent on the team.

Application Hand-Off

After qualification, Marlie sends the borrower their Finmo application link by SMS so they can start while motivated.

Borrower Lookup

Returning borrowers are recognized so Marlie can answer status questions and update their existing Finmo deal.

Zapier & Webhook Sync

Until a public Finmo API is available, Marlie syncs through Zapier, webhooks, and scheduled CSV import.

How It Works

Get up and running with Finmo in minutes — no coding required.

Forward Your Broker Line

Forward your broker or agent number to Marlie. Set business hours, after-hours rules, and routing logic.

Configure Qualification Script

Load your intake questions, deal types, and broker assignment rules so Marlie qualifies like an experienced assistant.

Marlie Qualifies & Sends Link

Inbound borrowers are qualified, sent the Finmo application link by SMS, and booked for a callback with the right broker.

Finmo & CRM Stay Updated

Lead and pre-qualification data flow into Finmo via Zapier, webhook, or CSV — no double entry from the broker.

Built for Real Scenarios

See how businesses use Marlie + Finmo to capture more leads and streamline operations.

Independent Mortgage Brokers

Scenario

A solo broker is in a closing meeting when three new leads call about purchase financing.

Outcome

Marlie answers, qualifies each borrower, sends the Finmo application link, and lands prepped leads ready for the broker's callbacks after the meeting.

Multi-Agent Brokerages

Scenario

A brokerage with several agents needs fair lead distribution and consistent intake quality.

Outcome

Marlie qualifies every inbound call using the same script, routes by deal type or geography, and lands fully-noted leads in Finmo for the assigned agent.

After-Hours Lead Capture

Scenario

Borrowers see an ad in the evening, call in, and brokers are off the clock.

Outcome

Marlie qualifies the borrower, sends the Finmo application link the same night, and books a morning callback so deals don't go to a competitor.

Frequently Asked Questions

Common questions about the Marlie AI + Finmo integration.

Does Finmo have a public API for direct integration?

Finmo does not currently publish a fully public API. Marlie integrates with Finmo through Zapier, webhooks, and scheduled CSV imports so borrower and pre-qualification data still flow into the platform automatically.

Can Marlie send the Finmo application link to borrowers?

Yes. Marlie can SMS the borrower their personalized Finmo application link as soon as the call ends so they can start the application while motivated.

Will Marlie capture pre-qualification details?

Yes. Marlie collects income, employment, down payment source, credit picture, and timeline using your custom intake script.

Can Marlie route leads to the right broker?

Yes. Map deal type, geography, or campaign source to specific brokers so leads land with the right agent automatically.

How are after-hours calls handled?

Off-hours calls are handled the same way as business hours: Marlie qualifies, sends the application link, and books a callback for the next morning.

Can Marlie hand off urgent calls to a broker?

Yes. Callers can press a key or ask for a person and Marlie warm-transfers to the on-call broker during business hours.

Other Integrations

Marlie AI connects with more than just Finmo. Explore our other integrations.

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Outlook

Google Calendar

Calendar

Calendly

Calendar

Slack

Notifications

Microsoft Teams

Notifications

Discord

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Square

Bark

Education CRM

Kommo

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Keller Williams Command

Real Estate CRM

Lasso CRM

Homebuilder CRM

Lawmatics

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LeadSimple

Lead Generation

LeadSquared

CRM

Leap CRM

Field Service CRM

Less Annoying CRM

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Levitate

Customer Communications

Little Green Light

Community & Nonprofit CRM

Lofty

Real Estate CRM

Luxury Presence

Real Estate CRM

MaidCentral

Field Service CRM

Markate

Field Service CRM

MarketSharp

Field Service CRM

Meet Alfred

Customer Communications

Method CRM

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Microsoft Dynamics 365

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mloflo

Mortgage CRM

MOCO

Business Management

Mojo

Customer Communications

Moxie

Customer Communications

My Music Staff

Creative Business CRM

myRealPage

Real Estate CRM

NationBuilder

Community & Nonprofit CRM

NeonCRM

Community & Nonprofit CRM

NetHunt CRM

CRM

NetSuite

Business Management

noCRM.io

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Nutshell

CRM

Odoo CRM

Business Management

Odoo ERP Self Hosted

Business Management

OfficeRnD

Coworking CRM

OnePageCRM

CRM

OrbisX

Field Service CRM

Outseta

Community & Nonprofit CRM

Pipeline CRM

CRM

PracticePanther

Legal CRM

PropertyRadar

Lead Generation

PushPress

Fitness & Studio CRM

Ramsey Pro Portal

Real Estate CRM

Real Geeks

Real Estate CRM

RealScout

Real Estate CRM

Recruit CRM

Recruitment CRM

Redtail CRM

Wealth Management CRM

RepairShopr

Field Service CRM

REsimpli

Lead Generation

respond.io

Customer Communications

Rex

Real Estate CRM

Salesmate

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ServiceM8

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Sierra Interactive

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Spark Membership

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Streak

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What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”
Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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Never Miss A Mortgage Lead — Synced To Finmo

Phone coverage for mortgage brokers running on Finmo

What You Get with Marlie + Finmo

24/7 Borrower Coverage

Pre-Qualification Capture

Deal Type Routing

Application Hand-Off

Borrower Lookup

Zapier & Webhook Sync

How It Works

Forward Your Broker Line

Configure Qualification Script

Marlie Qualifies & Sends Link

Finmo & CRM Stay Updated

Built for Real Scenarios

Independent Mortgage Brokers

Multi-Agent Brokerages

After-Hours Lead Capture

Frequently Asked Questions

Does Finmo have a public API for direct integration?

Can Marlie send the Finmo application link to borrowers?

Will Marlie capture pre-qualification details?

Can Marlie route leads to the right broker?

How are after-hours calls handled?

Can Marlie hand off urgent calls to a broker?

Other Integrations

HubSpot

Housecall Pro

Jobber

Google Voice

OpenPhone

Gmail

Outlook

Google Calendar

Calendly

Slack

Microsoft Teams

Discord

Telegram

WhatsApp

ServiceTitan

Google Sheets

Microsoft Excel

Shopmonkey

Buildium

Shopify

Zapier

Stripe

Square

Square Appointments

Salesforce

Pipedrive

Zoho CRM

Follow Up Boss

Close

Dubsado

Circle

HoneyBook

Keap

kvCore

17hats

AccuLynx

Act!

Actionstep

Affinity

AFrame

AgencyZoom

AgentLocator

Agile CRM

Arbox

Assembly

Attio

Autotask

Axonaut

Bark

Beacon

Bigin by Zoho CRM

Bitrix24

BONZO

BoomTown