Card view is a visual layout of your mortgage pipeline in Finmo. It displays your existing mortgage statuses as columns, with each mortgage file shown as a card.
card view doesn’t change how your pipeline works — it simply makes it easier to see where every deal stands.
Click the red arrow below to watch a short video.
How to switch between views
Finmo lets you choose how you view your mortgage pipeline. You can toggle between:
Card view – A visual, column-based layout showing mortgage files as cards
List view – A structured list view with rows of mortgage files
Column view – A compact column-based layout without cards
Note: You can switch between these views at any time using the view toggle at the top of your pipeline.
1. Click into your deal dashboard by selecting the "hand" icon on your left menu
2. Select the "card view" icon
The card view will now appear on your deal dashboard.
Note: Changing views does not change your data, workflow, or mortgage statuses. It only changes how the same information is displayed.
Finmo remembers your last selected view. If you switch to card view, Finmo will continue to show card view the next time you return to your dashboard.
How does card view work?
Columns = Mortgage Statuses
Each column in Card View represents a mortgage status, such as:
New deal
Borrower editing
In progress
Pre-qualified
Live deal
Submitted
Approved
Broker complete
Funded
Cancelled
Declined
These are the same statuses available in the mortgage status dropdown menu.
Important:
A mortgage can only be in one status at a time.
Columns are configurable — you can remove Finmo statuses you don’t use.
You can’t add new custom statuses, but you can tailor card view to match how your brokerage works today.
Cards = Mortgage Files
Each card represents an individual mortgage file. On a card, you’ll see key information at a glance, including:
File number
Borrower name(s)
Mortgage amount
Deal type (e.g. purchase)
Property address (when available)
Important dates such as closing date
Quick actions like Add note
Note: Clicking on a deal number in a card opens the full mortgage file.
How to move a card to change the deal's status
When a mortgage progresses, you can move it by dragging the card into the next column.
Moving a card updates the mortgage status
This change is reflected throughout Finmo
Reports, workflows, and automations continue to work as expected
Dragging a card is not just visual — it represents a real status change.
Hover over the card you wish to move until you see a "hand" icon.
Drag the card to the column you wish to move it to.
What do the column totals and deal count represent?
At the top of each column, you’ll see:
The number of mortgages in that status
The total dollar volume for that column
This gives you instant insight into:
Where most of your deals are sitting
How much volume is in progress or pending
What’s approaching funding
Can I search in card view or assign filters?
Yes!
Any search or filter you apply will immediately update the cards shown
Column totals and deal counts reflect only the mortgages currently visible.
This makes it easy to focus on a subset of deals (e.g. by broker, date, or deal type) and understand volume at a glance
1. Select "Sort" and select which column you'd like to sort on, and/or
2. Select "Filter" and choose which column(s) you'd like to filter
The sort and filter buttons are sticky so will remain until you clear them.
Note: Using search and filters will update the card view and the totals and deal count will reflect whatever you are searching for or filtering on.
If you have questions about card view or mortgage statuses, click the chat button on Finmo and our team would be happy to help.
Additional Resources