There are three primary ways to collect an application in Finmo, starting a deal for your borrower yourself or you can use your personal or team link.

1. Click the "handshake icon" on the left menu to access your deal dashboard.

2. Start the application by selecting "+New Deal"at the top of the dashboard.

3. Fill in the details then invite the borrower to finish the rest (or complete it yourself).

4. If you choose to invite the borrower to the application, they will receive an invitation to create an account and given access to the application.

Copy your personal application link and send it to the borrower to complete the application on their own. Paste it into your email signature, or add it to your website or social media. When a borrower starts an application using this link a deal is created and automatically assigned to you.

1. Click on your picture or initials on the left menu and select "Copy personal app link".

Copy your team application link and send this to the borrower to complete the application on their own. You can also paste this link into your email signature, your website or on social media. This option is similar to the personal link above however the difference here is that the deal won't automatically be assigned to you unless you've configured Finmo to assign team deals to you in the Deal Settings.

1. Click on your picture or initials on the left menu and select "Copy team app link".

Should you have any questions please click on the chat button or email support@finmo.ca