9:41

Refi watch

Rates may be lower than your current loan.

Estimate my savings

Today's rates

30-yr fixed

As of today

x.xx%

this wkCalc

15-yr fixed

x.xx%

FHA 30-yr

x.xx%

VA 30-yr

x.xx%

Jumbo 30-yr

x.xx%

Good morning

Jordan

Ask Finanzo about your money…

How mortgage-ready am I?Where did my money go last month?
Personal

Net Worth

$284,520

Assets$412,800
Debt-$128,280

Mortgage readiness

Estimate
Building62/100
Conv: possibleFHA: comfortable

Informational estimate, not a pre-approval or credit decision.

Cash

$62,589

Investments

$23,952

Debt

$128,280

Loans & cards

Spending

$3,240

This Month

My Property

123 Sample Street

31% equity

Est. Value

$485,000

Loan Bal.

$334,000

Payment

$2,410/mo

Dashboard

Today's rates, a mortgage-readiness estimate, net worth, and every linked account on one screen.

Native iOS + Android

The whole platform — in your pocket

Finanzo ships real native apps — not a mobile webview. Tap through the preview to explore all five tabs: dashboard, accounts, MLS search, goals, and your team. Loan officers get a full CRM mode on the same binary, and it all syncs in real-time with the web platform.

Net worth & linked accounts

Link cards, banks and investments via Plaid.

Goals & shared spaces

Joint goals, budgets and transactions with your partner.

Property search & favorites

MLS search, mortgage math and saved alerts.

Message your loan officer

Chat, share docs, and stay in sync on the go.

LO mode: run your pipeline

Clients, leads and campaigns from your phone.

Biometric + trusted devices

30-day trusted device, Face ID / Touch ID.

Built for the industry

One platform, three professional workspaces

Mortgage-native tools for loan officers, signal-rich client retention for real-estate agents, and a full distribution channel for wholesale lenders — all sharing the same consumer app.

Loan Officers

A CRM that actually speaks mortgage.

Pipeline, refinance intelligence, and client comms — purpose-built for the way you actually close loans.

  • Clients, leads, loans & properties in one workspace
  • AI refinance engine with VA IRRRL, FHA Streamline & conventional paths
  • Campaign builder for automated SMS and email nurture
  • Real-time pipeline analytics and conversion dashboards
  • Branded mobile app you give to every client
  • Dual-mode mobile CRM — manage deals from your phone
Explore the LO platform

Real Estate Agents

Know the moment your clients are ready to move.

Gift your past clients a full finance + home-search app. You get the timing signals without ever seeing their bank data.

  • Give clients a free Rocket-Money-style finance app, in your name
  • Smart alerts: buying power, equity, savings goals, search behavior
  • Pre-qualified referrals from a vetted loan officer network
  • Co-branded marketing campaigns with your partner LO
  • Portal with shares, tours, clients and inbox in one place
  • Privacy-first by design — never touch client banking data
See the agent toolkit

Wholesale Lenders

Put your products in front of the LOs that actually sell them.

Distribute your wholesale products to thousands of active loan officers with AI-powered guideline parsing and market analytics that aren’t available anywhere else.

  • Instant visibility to thousands of active loan officers
  • AI parses your guideline PDFs into searchable eligibility rules
  • Anonymized analytics on market share, pull-through and pricing
  • Isolated org data, MFA-mandatory accounts, approval workflow
  • Flexible pricing engine and real-time product reporting
  • Reach LOs by specialty, geography, and production volume
Open the lender portal