Exporting your Finmo data is simple and fast. Whether you're analyzing deal history, backing up records, or syncing with your CRM or accounting tools, you can quickly download your deal and borrower information in CSV format.
Click the red arrow below to watch a video.
How do I export data from my account?
Follow the instructions below:
1. Log in to Finmo and navigate to "Your account". Click on your picture of initials on the bottom left menu.
2. Scroll to the bottom and click "Data Export".
Note: If you don't see the "Export data" button this means your brokerage has not given permission. Click on the chat button to speak with one of our agents and we will help check with your brokerage.
3. Set Your Export Criteria
Choose your date range
Select your team (if you are a member or more than one team a drop down list will display).
Choose data type: "Deal data", "Borrower data" or both
Note: You can export data for multiple teams in a single export, but only one export can be generated at a time.
4. Click on "Export CSV". Within seconds, you'll receive an email with your data file(s). Deal data and borrower data are sent as two different files.
5. Retrieve the data in your email and download
💡 Tips for Using Exported Data
Integrate with your CRM to maintain updated client records.
Perform performance or pipeline analysis in Excel or Google Sheets.
Share with your accounting team for reconciliation or audit needs.
Additional Resources
Need Help?
Click on the chat bubble and our support team will be happy to assist.