Mortgage CRM That Syncs with Finmo | Broki
Finmo IntegrationLive

Your Finmo applications, live in Broki — automatically.

Broki is a Canadian mortgage CRM with a live Finmo integration — two-way sync with RSA-signed webhooks, bulk import up to 5,000 applications, and $99 CAD/month. Every application syncs into a full mortgage file with borrower, income, credit, and deal terms.

Built for mortgage brokers running Finmo — no re-keying, no duplicate contacts, cryptographically verified.

Connect Finmo to BrokiFull setup walkthrough
By the numbers
0Manual re-keying required
SecondsFrom Finmo application to live Broki file
1Contact record per borrower, no matter how many syncs
5,000Applications importable in a single bulk sync
Why it matters

More than a sync. A complete data bridge.

Real-time, cryptographically verified sync

Every incoming Finmo webhook is verified with RSA-PSS SHA-256 signature checking before it touches your data. Not just a shared secret — a genuine cryptographic proof that the event came from Finmo.

Bulk-import your whole Finmo book

Already have a pipeline in Finmo? Import your entire existing book in one pass — up to 5,000 applications at once. You don't have to pull deals one by one to get started.

Rich borrower + credit data

Finmo brings across credit scores, income and employment detail, marital status, and the full credit report — appended directly to the borrower's notes. Not just names and email addresses.

What syncs

Borrower, income, credit. Every field, mapped.

This isn't a name-and-email handoff. The complete application — including credit scores and employment detail — comes across mapped field by field.

Borrowers & co-borrowers6 fields
Name, email, cell / home / work phone
Date of birth and marital status
Credit score
Current address and residence type
First-time-homebuyer flag
Full credit report (appended to notes)
Employment & income4 fields
Employer and job title
Employment type
Income amount and frequency
Employment start date
Mortgage & property9 fields
Insured mortgage amount (with fallback logic)
Purchase price and down payment
Rate, rate type (fixed / variable / adjustable)
Term (months → years) and amortization
Payment amount and frequency
Transaction type (purchase / refinance / switch / renewal)
Lender and closing date
Occupancy / intended use
Subject property full address
Application metadata4 fields
Lendesk Application ID (e.g. DVFS-F000764)
Finmo application UUID
Deal status and submission state
In-app application data kept in sync on every update
Setup

How it works — set it up once.

Three credentials, one webhook URL, and your pipeline runs itself from there.

01
Step 01

Add your API key, Team ID, and public key

In Broki, enter your Finmo API token and Team ID (required for lookups). Optionally add your public key to enable webhook signature verification.

Where to find Team ID
02
Step 02

Paste the webhook URL into Finmo

Broki generates a unique webhook URL. Paste it into Finmo → Settings → Webhooks / Resthooks and enable application.started and deal.status_changed events.

Webhook URL format
03
Step 03

Applications flow in — or bulk-import your book

From here, every new application syncs automatically. Need to import an existing pipeline? Use the bulk sync to bring across up to 5,000 applications in one pass.

Bulk onboarding
Security & controls

Verified, scoped, and built for teams.

Real cryptographic verification. Per-broker credentials. Full audit logs surfaced in your settings panel.

RSA-signed webhooks

Every webhook from Finmo is verified with RSA-PSS SHA-256 before it's processed. The cryptographic signature is checked against your stored public key — events that don't pass are rejected.

Per-broker bindings

Your API token and Team ID are stored against your account only — not visible to or reused by any teammate. Each broker maintains their own independent Finmo connection.

Full sync + webhook audit logs

Every sync and every incoming webhook is logged. Your settings panel shows webhook count, last received event, active files, and recent sync outcomes with any error messages.

Team sync permissions

Admins can grant teammates permission to sync files using a broker's own connection — so assistants and team leads can manage the pipeline without needing separate credentials.

FAQ

Common questions about the Finmo integration

It's a live bridge between Finmo (Lendesk's digital mortgage application platform) and Broki. When a borrower starts or updates an application in Finmo, the full deal — borrowers, income, credit, property, and mortgage terms — flows into Broki automatically as a mortgage file.

Three things: your Finmo API token, your Team ID (from Finmo → Settings → Teams & Organizations — this is required for lookups), and optionally your public key (from Finmo → Team Settings → Integrations → Resthooks → Public Key) to enable cryptographic webhook verification.

Both. Once your webhook URL is active in Finmo, every application.started, deal.status_changed, deal.submitted, and application.update event syncs automatically. You can also pull any individual file by its Finmo application ID or Lendesk Application ID (e.g. DVFS-F000764) on demand.

If you already have an existing Finmo pipeline, the bulk sync lets you import your entire book in one pass — up to 5,000 applications at once — so you don't have to pull deals one by one when you first connect.

No. Every borrower runs through the same find-or-create deduplication engine used across all integrations. The same person syncing across multiple deals — or the same deal syncing multiple times — never produces duplicate contact records.

Three things: genuine RSA-PSS SHA-256 webhook signature verification (not just a shared secret), bulk onboarding for existing pipelines, and richer borrower data — credit scores, full income/employment detail, and the credit report appended directly to borrower notes.

Yes. Sync runs both ways: new and updated Finmo applications flow into Broki automatically, and the changes you make in Broki push back into Finmo, so both systems stay in step.

FinmoBroki
Finmo Integration

Connect Finmo in minutes.

Add your API token, Team ID, and webhook URL — and let every new Finmo application find its way into Broki on its own.

RSA-Signed WebhooksPer-Broker BindingsFull Audit Trail