Tango offers brokers the ability to choose any tech platform yet Finmo consistently stands out as the most selected option
This article was produced in partnership with Lendes.
Tango Financial is one of Canada’s fastest-scaling brokerages, with over 600 brokers and $5 billion in funded volume. Their model is designed for the modern broker: freedom to run their business their way, supported by best-in-class infrastructure and the tech stack to match.
One thing has become clear: Finmo sits at the foundation of that stack. Even with full autonomy to choose any platform, over 60% of Tango brokers choose to use Finmo.
About Tango Financial
Tango launched in 2017 when several successful brokerage owners came together to solve the shared challenges of scaling—rising tech costs, increasing compliance demands, and the need for stronger lender access. What began as a strategic merger quickly became one of Canada’s most respected broker networks.
Today, Tango supports over 600 agents across 70+ teams, with operations coast-to-coast and a funded volume of over $5 billion annually. They offer brokers full autonomy in how they build their business—everything from branding to process to tech stack is chosen by the agent, not imposed by head office.
That flexibility is central to Tango’s culture. But the tools brokers gravitate toward? That tells the real story.
The Why
“About 60% of our brokers choose Finmo. We don’t mandate it—it’s just what they choose because it works.”
— Jason Henneberry, Co-Founder & COO, Tango Financial
The challenge
As Tango scaled, the team had to navigate:
Supporting rapid growth
Expanding to 600 agents nationwide since 2017 with no slowdown in onboarding, training, or service.
Balancing flexibility with efficiency
Letting brokers choose their tools while still operating as one cohesive company.
Reducing the load on internal teams
New agents needed to get up and running fast without burdening Tango’s internal support.
The solution
Tango offers brokers the ability to choose any tech platform—but Finmo consistently stands out as the most selected option.
Here’s why it works for brokers and leadership alike:
Easy onboarding for new agents
Finmo manages all setup and training directly, removing any operational burden from Tango’s internal team. With Randa Bastolli as Tango’s dedicated Account Executive, communication is seamless and onboarding is smooth, ensuring every new agent gets the support they need from day one.
Seamless client experience
Borrowers love the mobile-friendly portal, and brokers value the built-in automated document collection. Brokers also consistently find Finmo incredibly intuitive, even when they’re adopting it for the first time — which makes getting up and running feel effortless.
Automated doc collection—from request to upload
Finmo analyzes each deal and automatically requests the right documents. For Tango brokers, that means no chasing clients and faster movement down the funnel.
This is also where Finmo’s Smart Docs feature truly shines. It’s the only solution in the industry that predicts exactly which documents are needed based on the client’s application — and then triggers those requests automatically. The result? Brokers get complete files significantly faster, with far less manual work.
Open APIs for advanced workflows
Tango’s top teams build bots, automations, and custom CRM workflows using Finmo’s open architecture — giving them complete flexibility to design processes that fit their business, not the other way around. With fully documented APIs and a growing library of integrations, it’s easy for teams to plug Finmo into their existing systems and unlock operational efficiencies.
Brokers gain streamlined workflows, fewer manual tasks, and a tech stack that scales with their business — not one that slows them down.
→ Explore popular integrations and API documentation on Finmo’s Integrations page
Responsive support, led by real people
Tango brokers consistently praise the support they receive — from quick, helpful responses through live chat to hands-on training with the Lendesk team. During regular business hours, brokers are supported by real specialists who know them by name and understand their business. And for after-hours questions, our AI assistant helps ensure nothing gets missed until the team is back online. Feeling heard matters — and for Tango, that level of care is just as important as the tech itself.
What Tango brokers are saying
“Love FINMO, Clients have not had any issues with the interface and it’s very easy for documentation uploads. Smart docs are great as well as you can customize what you're asking for too!” - Kelli Dean, Mortgage Broker, Tango (BC)
The results
As Tango grew, Finmo helped support efficiency and client experience.
600+ Agents and 70+ Teams
Built for growth, without compromising autonomy.
$5 Billion in Annual Volume
Scalable tech and support help brokers focus on deals, not delays.
High agent satisfaction
Brokers feel supported and heard, because Finmo listens and adapts.
Support that scales with speed
No ticket queues. Get mortgage support in under 3 minutes—live chat or screen share. Faster help, faster deals.
Ongoing innovation
API flexibility and early AI tools let brokers automate their unique workflows—connecting CRMs, streamlining compliance, and triggering referrals without dev teams.
A natural fit
Tango is fast-moving and future-focused, just like Finmo. The two share a focus on empowering brokers, supporting growth, and partnering through innovation, responsiveness, and trust.
