Lendesk
Lendesk: A free cloud suite for mortgage intake, origination, lender routing, and collaboration. Ranked #8 of 16 in Mortgage Software by our editors (6.8/10); pricing: Free plan; best for brokers wanting low-cost mortgage origination.
At a glance
- Editor score6.8 / 10
- PricingFree plan
- Best forBrokers wanting low-cost mortgage origination
- Free planYes
- Paid fromNone
- DeploymentCloud
- Facts checked24 Sep 2026
Where it wins
- Free plan supports core mortgage origination workflows
- Borrower portal automates document requests, reminders, and validation
- Lender search, routing, API, and Zapier connect mortgage workflows
Where it doesn't
- Cloud-only deployment excludes on-premises requirements
- Workflow centers on mortgage origination through lender submission
- Feature breadth may exceed the needs of intake-only operations
Our verdict on Lendesk
Lendesk provides the Finmo mortgage platform for brokers, brokerages, financial institutions, lenders, and partners in the Canadian mortgage industry. It covers the process from borrower application through lender submission, combining intake, a branded borrower portal, document collection, deal management, qualification, lender-product recommendations, routing, and compliance workflows. Team permissions, reminders, e-signatures, SMS updates, and user access controls support collaborative brokerage operations. The product is most relevant to brokers seeking a centralized origination workspace rather than a standalone form tool.
Published plans show a free offering, and an adoption guide lists Finmo Pro at $0 per month. Finmo Pro includes borrower application and document intake, team permissions, reminders, e-signatures, SMS updates, lender product search, and lender submission. The platform connects through its API and Zapier, with integrations spanning Brokeredge, BluMortgage, MyBrokerPro, Equifax, Pipedrive, Zoho, Salesforce, Microsoft Excel, HubSpot, Trello, Slack, Asana, Mailchimp, Gmail, Microsoft Outlook, OneDrive, Google Drive, and Google Calendar. This ecosystem makes Finmo suitable for brokerages coordinating mortgage work across CRM, productivity, communication, and storage tools.
Operational controls are a central part of the offering. Automated requests, uploads, reminders, and validation help organize borrower documents, while pipeline dashboards and collaboration features give teams a shared view of deals. Lendesk lists chat and phone support, cloud deployment, SOC 2 compliance, and two-factor authentication. Brokers that want lender discovery, qualification, submission routing, and connected business-app workflows should find the scope aligned with their process. Organizations requiring on-premises deployment or a narrower intake-only system may prefer a more focused option.
Lendesk pricing
All 1 Lendesk plans and prices →
Lendesk fact sheet
| Free plan | Yes |
|---|---|
| Paid from | None |
| Deployment | Cloud |
| Loan origination | Yes |
| Borrower portal | Yes |
| Loan servicing | Not verified |
| Supported loan types | Not verified |
| Documented integrations | Zapier; Brokeredge; BluMortgage; MyBrokerPro; Equifax; Pipedrive; Zoho; Salesforce; Microsoft Excel; Salesmate; HubSpot; Trello; Slack; Asana; Mailchimp; Gmail; Microsoft Outlook; OneDrive; Google Drive; Google Calendar |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, 2FA |
| Support | Live chat, Phone |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Zapier, Brokeredge, BluMortgage, MyBrokerPro, Equifax, Pipedrive … See all → |
| Pricing | Free plan (source) |
| Website | lendesk.com |
| Facts checked | 24 Sep 2026 |
Lendesk integrations
Lendesk lists 20 integrations on its own site.
- Zapier
- Brokeredge
- BluMortgage
- MyBrokerPro
- Equifax
- Pipedrive
- Zoho
- Salesforce
- Microsoft Excel
- Salesmate
- HubSpot
- Trello
- Slack
- Asana
- Mailchimp
- Gmail
- Microsoft Outlook
- OneDrive
- Google Drive
- Google Calendar
See all Lendesk integrations →
Alternatives to Lendesk
- MeridianLink MortgageA cloud LOS covering mortgage workflows from application through closing, with pricing and document tools.9.0
- Byte LOSA configurable LOS with borrower and TPO portals, compliance tools and deployment choice.8.2
- ARIVEA broad cloud LOS with borrower intake, lender pricing and submissions for broker teams.7.9
See all Lendesk alternatives →
Lendesk vs the competition
- Lendesk vs MeridianLink Mortgage
- Lendesk vs Byte LOS
- Lendesk vs ARIVE
- Lendesk vs LendingPad LP Originate
- Lendesk vs Nexys
- Lendesk vs Vesta
Compare Lendesk with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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