With Finmo you can send your borrower's documents directly to Strive and to Rocket Mortgage. Make sure you mark them as your favourite lenders in your team settings!
Once you have obtained the documents you've requested from your borrower(s) on Finmo when you're ready to submit it's simple to upload and send them along with your submission to Strive or Rocket Mortgage. Don't worry if you haven't received all the documents as you can always go back into your submission later and add and send any documents that come in.
Tip: Make sure you have marked the documents you wish to include as "Accepted" in the document section of the application, as this is required for submission.
How to attach documents to a submission to Strive or Rocket Mortgage
1. Ensure the document you wish to submit is marked as "Accepted" in the "Documents" section of the Application.
2. Choose "Strive" or "Rocket Mortgage" as the lender you wish to submit to in the "Submit" section.
3. Complete your submission details as usual and finalize your submission notes.
Scroll down to the "Documents" section of the submission. You will see a list of all the accepted documents you have received here. If you wish to include them all, scroll down to the bottom of the submission and click on "Submit to the lender."
If you want to remove documents from the included list, click "Edit details."
On the name of the doc you do not wish to include in your submission click the "+" to expand the card or choose "Expand all."
Choose "Unselect all" or remove the checkbox from the document you don't want to include.
4. Enter any document submission notes you’d like into the “Document submission note” field
5. Click on "Save changes"
You will now see that the document won't be included in your submission package.
6. If you are ready to submit to the lender, scroll down to the "Submit" section and click the green "Submit to lender" button.
How to submit documents after the deal has been submitted to Strive or Rocket Mortgage
1. Go to the "Submit" section of the application.
2. Select the submission that you wish to attach more documents
3. Scroll down to "Documents"
4. Click the "+" sign next to the document you wish to add to expand the card
5. Check off the box to "Select all."
6. Click on "Save details."
7. Click on the green "Submit documents" button, and just the new documents will be sent to the lender.
How to attach e-signed documents to your submission to Strive or Rocket Mortgage
Note: Only documents that have been completed in e-sign will appear in this list
1. Go to the "Submit" section of the application.
2. Select the submission to which you wish to attach the e-signed documents.
3. Scroll down to "E-signed documents"
4. If you wish to add those e-signed docs, select "Edit details."
5. Click the "+" sign next to the e-signed document you wish to add to expand the card.
6. Check off the box to "Select all" or "Unselect all" if you don't wish to include them. Or you can place a checkmark on some of the documents you wish to send.
7. Add in any document notes you wish to include.
8. Click on "Save details."
9. Finally, scroll down and click on the green "Submit to lender" or "Submit documents" button (if you are just adding docs to an existing submission) and the e-signed documents you chose will be sent.
Additional Resources
Click the red arrow below to watch a video.
Should you have any questions please click the chat button in Finmo or email us at support@finmo.ca