ποΈ Easily preview compliance documents in Finmo
Reviewing compliance documents has never been easier! Mortgage brokers and compliance managers are now able to quickly and securely preview compliance documents directly in Finmo. No more downloading and saving documents in local computers or opening each document in a separate tab for review. Complete your entire workflow in Finmo!
β΄οΈ Other product releases
Displaying brokerage information: We have recently released an update to our headers, footers, and emails to comply with Ontario's new license rules that require to always display the brokerage and license number on every client facing item.
Displaying mortgaged properties: Our application summary has been updated to display mortgaged properties more clearly.