Overview
This guide walks you through migrating your existing files from Finmo into Broki. The process has two parts: first you export your borrower and deal data from Finmo and import the borrower list into Broki, then you run a sync that pulls the full details of each file (mortgage details, interest rates, and all contacts) from Finmo into Broki.
What Broki needs to import a file: only the loan code, the borrower's name, and their email. Everything else is pulled automatically during the sync.
Step 1 — Export your data from Finmo
Log in to your Finmo account.
In the bottom-left corner, select the Your Account tab.
Choose to export borrower data and deal data.
Set the date range you want to export. The date range determines which files are included in the export.
Click Export. Finmo emails you the CSV file rather than downloading it directly — the email usually arrives within seconds.
Note: Only files that fall within your selected date range will be exported, so pick a range that covers all the files you want to bring over.
Step 2 — Open the borrower CSV
When the email arrives, open the borrower CSV file. This is the only file you need for the import into Broki, because Broki only requires three fields:
Loan code
Name
Email
Step 3 — Import the CSV into Broki
Open the Broki importer.
Click Choose File and select the most recent borrower CSV you exported from Finmo.
Broki maps the standard columns automatically — first name, last name, email, and loan code should map on their own.
About the additional fields: You don't need to map any of the extra fields (such as lender, interest rate, or amortization). Those exist for cases where you're importing from a different CRM and want to map that data directly. Because you're coming from Finmo, this data will be pulled during the sync instead.
Step 4 — Confirm the required fields and import
Make sure these three fields are set:
Loan code
Contact email
Name
Click Continue. Broki shows a preview of how the name, email, and loan code will be mapped.
Review the preview, then click Import.
Once the import finishes, the file appears in your pipeline.
Step 5 — Sync the files from Finmo (mass sync)
Importing the CSV brings in the basic contact records. The sync is what pulls in the full file details from Finmo.
In your pipeline, select the file (click the checkbox next to it).
Selecting one file reveals a Select All option in the header — use it to select every file you want to sync at once.
Click Pull from Finmo and start the sync.
Broki processes the files one by one in rapid succession. Syncing a large batch may take a couple of minutes, but it's much faster than pulling files in individually.
What the sync pulls in: mortgage details, interest rates, amortization, and all other contacts on each file — even the fields you never mapped during the CSV import (for example, rate and amortization) are filled in automatically.
Alternative — Import a single file by loan code
If you only need to bring in one file, you don't have to run the full export. You can pull an individual file directly by entering (pasting) its loan code into the single-file import option. This is handy for one-off files, though the mass sync is the faster choice when you have many files to migrate.
Quick reference
Fields Broki requires: loan code, name, email.
Where to export in Finmo: Your Account (bottom-left) → export borrower + deal data.
How you receive the export: Finmo emails the CSV to you.
Which file to import: the borrower CSV.
Mass sync: select one file → Select All → Pull from Finmo.
Pulled automatically: mortgage details, interest rates, amortization, and additional contacts.
Need more help?
For further questions, visit broki.ca or book a demo.