FinU

Reimagining the financial
& real estate ecosystems
one journey at a time.

Transforming the financial ecosystem through
technology and innovation.

  • Services

    YourEsign

    Use youresign to complete agreements from almost anywhere in the world. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time. Our features also allow you to create templates, edit documents such as PDF, Word, Excel, PowerPoint and more.

    YourEsign
  • Services

    Your Mortgage Journey

    Your mortgage journey is a digital mortgage experience that brings simplicity and transparency to the mortgage experience. Clients are able to submit and complete any type of mortgage transaction online while engaging a mortgage agent at the exact time of need. Enhance your business and experience the journey today.

    Your Mortgage Journey
  • Services

    Your Mortgage Calculators

    Your mortgage calculator is a customized mortgage toolbox, with easy-to-use calculators that can be used as a lead generation tool or an educational tool that you can integrate into your marketing campaigns or website. This includes the become mortgage-free sooner calculator.

    Your Mortgage Calculators
  • Services

    Your Home Journey

    Your home journey is a digital end-to-end experience that connects real estate agents, mortgage agents, and clients on a single platform. Clients are able to search and view their new homes online and choose when to connect with a mortgage or real estate agent on their terms. Our AI-powered system recommends new homes based on the clients' search details over time, which in turn helps to find their new homes easier. Be part of the journey today.

    Your Home Journey
  • Services

    Your Training Portal

    Your Training Portal allows you to set up an e-learning solution for your team that is impactful and engaging to help support the education learning of your business. This platform can also be used to create and sell content and courses to clients and others as it fits into your day-to-day business

    Your Training Portal
  • Services

    Your Client Journey

    our client journey is a remarkable experience that combines the power of marketing, CRM, and follow-up all in one journey. It’s a fully integrated journey that allows you to save time, increase your conversion ratio and retain your clients.

    Your Client Journey
  • Services

    Your Marketing Journey

    From beginning to end a complete experience that allows you to fully focus on the client, while your marketing campaigns from Facebook and Google AdWords run with trusted help that feeds into a powerful marketing and follow up the platform to help you increase your conversion rates.

    Your Marketing Journey
  • Services

    YourPDF

    Powerful web-based solution that enables you to perform PDF functions without having to download software. This platform makes merging, compressing, converting files and more simple fun, and easy.

     YourPDF
  • Services

    DocPal

    If you’re a mortgage agent, you know how frustrating it can be to lose a file because your client can’t send you their NOAs, T4s, or bank statements. At DocPal we provide on-demand client income retrieval for mortgage agents. You simply get your client to sign an authorization form, and we’ll retrieve the documents directly from CRA within 4 business hours. Need bank statements?  provide up to 12 months of banking statements.

    DocPal
  • Services

    Your Mortgage Appy

    If you’re a mortgage agent, you know how frustrating it can be to use an online application that is slow and filled with nothing but ugly text box sections. With Your Mortgage Appy, we bring a fully digital interactive free-flowing engagement application that clients love. We have built it with the client in mind. This online application is also able to connect to other mortgage submission platforms and crms with our API. Give your clients the experience they want today.

    Your Mortgage Appy
  • Services

    Your Mortgage Community

    Your Mortgage Community allows you to create a social media experience for your clients or business, you have your own login site and you can add others to your community, you can have live chat within the community itself as well as create posts and view questions or information on the news feed feature. Create your client or business ecosystem today.

     Your Mortgage Community
  • Services

    DocuFile

    Docufile changes your entire way of doing business, Docufile provides a streamlined process of interesting with your client and collecting the documents you need for your files. Set up for you templates to use for your business, online signing, 2-way communication, and most important secure poral - no more emails protect your client's information! Create your business ecosystem today. Clients or business, you have your own login site and you can add others to your community, you can have live chat within the community itself as well as create posts and view questions or information on the news feed feature. Create your client or business ecosystem today.

     DocuFile

    How FinU Empowers Your Business

    Create Lead Journey Experience

    Our tech empowers you to create and manage a lead journey experience for new clients, to create new business for yourself.

    Engaging Journey Experience

    Once you have created the lead journey, our tech provides you an engaging follow up experience that is geared towards actual conversions with your new clients, and an end to end digital journey to close your new business that saves you time and your clients love.

    Creative and Enlightening Retention Journey

    Once you have created new clients and the platform to engage and close them, our retention experience is a journey in itself, you will be able to track, engage and communicate with your clients ongoing on the method of the clients choosing while rewarding them. This journey allows you to continue the journey experience while rewarding you with referrals and repeat business.

    78-Network Security
    OYOUR DATA ALWAYS

    Security and Data that you can depend on.

    At FinU, all your data is protected and backed by our pledge to:

    • Ensure proper consent for your clients
    • Give you full access and control over your data
    • Always keep your data safe and secure
    • Provide safe API connections

    Reimagining the financial & real estate



    ecosystems in innovation.

    Sure, anyone can bring ideas to the table. It takes something different to be the one able to execute those ideas to truly help build brokers and agents client journeys.

    FinU powers strategic products to create a unique client journey for brokers and agents that will turn strangers into raving fans and center of influences for years to come.

    FinU - Frame Work
    Testimonials

    What People Say ?

    Ready to impact your business?

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