Looking for training on Finmo? Our goal is to make learning and using our platform as painless as possible - that's why we offer free training session. Our webinar style training is an ideal way to become a Finmo power user.
Below are our current training courses. Click the button link below each session to book the session you are interested in.
Finmo Walkthrough & Best Practices - Group Training
This training primarily focuses on underwriting the deal through to submission. It includes a high-level overview of the consumer journey for essential reference.
Finmo by Lendesk Live Training & Best Practice
45 min (Web conferencing details provided upon confirmation)
Getting started with Finmo
How to underwrite & submit your deal
How to manage documents
How to create compliance documents
How to use Finmo E-signing
Q & A
Finmo Onboarding & Team Setup - Group Training
This training primarily covers - team branding, smart document rules and deal importing.
Finmo Onboarding & Team Setup (30 minutes)
45 min. (Web conferencing details provided upon confirmation)
Your account setup & data
Team branding
Inviting team members
Smart docs
Compliance setup
Submission details
Notifications
Other deal settings
Finmo Integrations - Group Training
This session covers how Finmo integrates with other systems and references CRMs that are fully integrated with Finmo such as Blumortgage & Brokeredge and examples of other popular systems. There is a focus on the client journey and how agents/brokers must have and use one. Who is this for? Any brokerage, team or user who needs to know more about CRMs.
Finmo & CRM Integrations
30 min (Web conferencing details provided upon confirmation)
Review Finmo Integrations page.
Zapier.com introduction.
Integrated systems such as Blumortgage & Brokeredge flows.
Show an example of a set of ‘Zaps’
Share the Client Experience timeline & make it yours.
Finmo AI & Advanced Capabilities
This session is designed for existing Finmo users who want to go beyond the fundamentals and explore advanced capabilities, including AI document tools, down payment solutions, integrations, and Spotlight add-ons. We will walk through how these features work, where they fit into your workflow, and how to get more out of the platform.
This is not a core onboarding session. If you are new to Finmo, we recommend completing the standard training first.
Maximize Productivity W/ Adv. Finmo Features
30 min (Web conferencing details provided upon confirmation)
Live walkthrough and use case examples
Open Q&A at the end
Guided exploration of Lender Spotlight
This session is designed to help you take full advantage of the Lender Spotlight platform and elevate your success.
Guided exploration of Lender Spotlight
45 min (Web conferencing details provided upon confirmation)
Walk through of Lender Spotlight and general tips on navigating the platform.
An overview on lenders, products & rates, policies, etc. and how to find and access all this information on Lender Spotlight.
Knowledge on leveraging each section of Lender Spotlight, and our AI Assistant, our product designed to save you time looking for the right answers.
Additional Resources
Onboarding Dashboard
If you are looking for help to get started on Finmo here's a link to our onboarding dashboard.
Youtube channel
We also have an extensive library of videos on youtube.
Did you know we have an amazing help library available on Finmo? Click on the "?" in app for articles.
Should you have questions, please click the chat bubble in-app or email support@finmo.ca