Case Study: BRX Mortgage scales mortgage growth and broker efficiency with Finmo by Lendesk

BRX Mortgage scales to 5,520 funded mortgages with Lendesk

BRX Mortgage, a rapidly growing Canadian brokerage, faced challenges in boosting broker productivity, maintaining autonomy, and scaling compliance as it grew. To address this, they turned to vendor Lendesk and implemented their product, Finmo, to streamline operations and reduce administrative burdens.

The solution from Lendesk provided tools for easy onboarding, a seamless client portal, automated document requests, and integrated compliance tracking. Using Finmo resulted in a 1,050% increase in funded mortgages, surpassing $2.4 billion in total volume, while brokers spent less time on admin tasks, significantly improving efficiency and retention.

BRX Mortgage