It’s been a busy few weeks at Finmo, and we’ve got some exciting updates to help you save time and work smarter. Let’s dive in 👇
📝 Rename uploaded documents
You asked. We built it.
You can now rename uploaded documents on Finmo! From clarifying file names to keeping uploads organized, you’re now in full control.
This was the most requested feature after Carter Zimmerman, our President, asked in the Lendesk Mortgage Minute what you wanted to see next. We’re super stoked to bring it to life.
🤖 After hours CS support
We’ve expanded our live chat hours thanks to a helping hand from Finn, our new AI support assistant.
Our CS superstars have been training Finn and he’s getting up to speed quickly. You’ll now get faster answers and extended live support after hours while our human team members rest.
📣 Help shape our CRM strategy
If you haven’t noticed by now, we LOVE hearing from clients like you. This time, we’re gathering feedback from brokers to better align our CRM strategy with your needs. If you’ve got 2 minutes to spare, we’d appreciate your insights. This survey will help shape what we build next.