Case Study: Tango Financial scales broker growth and efficiency with Lendesk's Finmo

Tango Financial scales to 600 agents and $5B in volume with Lendesk

Tango Financial, a fast-growing Canadian mortgage brokerage network, faced the challenge of scaling rapidly to over 600 agents across 60+ teams without adding internal operational burden. They needed to balance giving brokers full autonomy to choose their own tools with maintaining efficiency and cohesive support as a company.

Lendesk addressed this with its Finmo platform, which became the voluntarily chosen solution for approximately 60% of Tango's brokers. The solution provided seamless onboarding, automated document collection via Smart Docs, and open APIs for advanced workflows. This supported Tango's $5 billion in annual funded volume by streamlining processes, reducing manual tasks, and offering responsive, real-person support, allowing brokers to focus on growth and client experience.

Tango Financial