Mortgage CRM That Syncs with Finmo | Broki
Trusted by Canadian Mortgage Brokers
Finmo+Broki·
Finmo Integration

Your Finmo applications, live in Broki — automatically.

Broki is a Canadian mortgage CRM with a live Finmo integration — one-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.

By the numbers
0
Manual re-keying required
Seconds
From Finmo application to live Broki file
1
Contact record per borrower, no matter how many syncs
5,000
Applications 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-borrowers

  • 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 & income

  • Employer and job title
  • Employment type
  • Income amount and frequency
  • Employment start date

Mortgage & property

  • 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 metadata

  • 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.

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

Team ID → Finmo Settings → Teams & Organizations
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

https://preview.broki.ca/api/finmo-webhook/{unique_id}
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

Bulk import → up to 5,000 applications at once
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.

Good to know — Sync runs one way, Finmo → Broki. There is no push-back from Broki into Finmo, and two-way sync is not currently on the roadmap for this integration.

FAQ

Common questions about the Finmo integration

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 Webhooks Per-Broker Bindings Full Audit Trail