If for some reason your borrower has not received the email invitation to start his or her Application (have them check their spam or junk mail first!) you can re-invite them.  Keep in mind that the invitation link will expire after seven days, so if your client has not accepted the invitation in that time frame, they will have to be re-invited with a new link.

If a borrower has not yet been invited to complete their application, you can navigate to their User account details, confirm the account status reads 'Not Invited,' or "Invite expired" and then check the box to invite them before saving changes.

1. From the deal, click into the "Application"

2. Scroll down to the borrower(s) that you want to re-invite and click the "+"

3. Here you can choose to re-invite them via email and/or text; or

4. You can simply copy the invitation link and send using your own email platform.

The customer will receive a new invitation almost immediately.

Sometimes, a borrower may inadvertently create a new application instead of joining an existing one. This typically happens if they select 'Create new application' instead of 'Go to application' during account setup.

To resolve this issue:

Archive one of the duplicate deals.

If the borrower is showing that they have accepted their invite (Active), use Update Borrower instead and send a message. This will give them a fresh link to sign back into their portal ensuring borrowers can easily access the correct application.

Email example below.

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