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.

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)

This training primarily covers - team branding, smart document rules and deal importing.

Finmo Onboarding & Team Setup (30 minutes)

30 min. (Web conferencing details provided upon confirmation)

Other deal settings

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)

If you are looking for help to get started on Finmo here's a link to our onboarding dashboard.

https://www.lendesk.com/onboarding

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