Finmo allows you to import your past deals from Scarlett using a CSV file. This means any past deals you had in Scarlett can be be moved into Finmo and easily accessible. Follow the steps below to take advantage of this time-saving feature. Imported applications are marked as "import" to ensure the source is clear and not to cause confusion with other inbound applications. The first step is downloading your deals in Filogix. The rest is simple :)
How to download your deals into a CSV file from Scarlett
In Scarlett:
Go to the Tools section
Click on Export
Select your name from the drop down "Agent" list
Then choose the criteria. In this example we are selecting 'application entry date'
Click on the "Export Now"button
Download the CSV & save it to somewhere you can find it.
NOTE: DO NOT MAKE ANY CHANGES TO THE FILE
Now upload the csv file into your account on Finmo
In Finmo:
Click on your picture or initials on the bottom left menu and select "Your account"
Select "Deal Import" and click on the "Import deals" button
A pop-up will open, asking you to select the CSV file you wish to import. You can drag and drop the file, click "Choose file," select the file from a folder to upload, and click "Continue with Import."
NOTE: It is HIGHLY recommended that you check off the box to have the deals imported and put into "Archived" deals instead of your deal dashboard.
IMPORTANT: Do not modify the CSV file headers. It must be uploaded precisely as you exported it from Scarlett. You can add data to a cell so long as it is formatted correctly.
4. That's it! Your file will now be imported into Finmo. It may take some time to import if it's a large file (3,000 deals or less). You will receive a notification from Finmo when the upload is complete.
You can find those imported deals by going to your deal dashboard and filtering on "Archived deals"
NOTE: If you are an "Organization Admin" on Finmo Control Centre, you must choose which team to import the file to.
IMPORTANT
You must copy a deal that was uploaded to Finmo in order to submit it because it has to be presented with the corresponding Finmo Application ID. For example, an uploaded deal could be ABCD-123456. When you copy this deal, it will then create a unique Application ID for Finmo, such as ABCD-F654321.
FAQ's
(Click the arrow to reveal the answer)
My client has returned for new mortgage financing, how do I start a new deal from an archived file?
My client has returned for new mortgage financing, how do I start a new deal from an archived file?
If an uploaded archived client returns for mortgage financing, click on the "Application ID" or go to the overview section of the application and click "Copy deal." You must copy a deal that was uploaded to Finmo in order to submit it because it has to be presented with the corresponding Finmo Application ID. For example, an uploaded deal could be ABCD-123456. When you copy this deal, it will then create a unique Application ID for Finmo, such as ABCD-F654321.
Can I import deals from Doorr?
Can I import deals from Doorr?
No, this solution is ultimately (exclusively) available using the bulk import via the downloadable CSV from Expert/Filogix and Scarlett only.
Can I import deals from Velocity?
Can I import deals from Velocity?
Please contact Finmo support who will handle your requeste.
Can I re-import the deal to update it once it has already been uploaded?
Can I re-import the deal to update it once it has already been uploaded?
No, once a deal has been uploaded, the system will not allow it to be uploaded again.
Can I export my data in Finmo into a CSV format?
Can I export my data in Finmo into a CSV format?
No, this tool is only an importer. If you want to connect Finmo to another CRM, check out our Zapier integration or webhooks.
The CSV file I have is not uploading. How do I download from Scarlett?
The CSV file I have is not uploading. How do I download from Scarlett?
Watch the video on how to export CSV files from Scarlett. Make sure the CSV was directly exported from Scarlett. If you cannot import the CSV, contact CS to report an issue by clicking on the chat bubble.
How do I submit an imported deal?
How do I submit an imported deal?
You must copy an imported deal before working on repeat business. Imported deals will not be allowed to be submitted, so copy the deal and use that new deal to submit.
How to connect to Zapier
How to connect to Zapier
For more information on webhooks, please click on the chat button.
Should you have any questions, please click on the chat button or email support@finmo.ca