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.
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.
Also useful: AI receptionist for mortgage brokers.
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
A solo broker is in a closing meeting when three new leads call about purchase financing.
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
A brokerage with several agents needs fair lead distribution and consistent intake quality.
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
Borrowers see an ad in the evening, call in, and brokers are off the clock.
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?
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?
Related Integrations
Marlie AI connects with more than just Finmo. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Finmo?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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