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[Mar 07, 2024] Customize your borrower portal footer, new resthook trigger, and funded deals report
[Mar 07, 2024] Customize your borrower portal footer, new resthook trigger, and funded deals report
Marnie George avatar
Written by Marnie George
Updated over 8 months ago

✏️ Customize your borrower portal footer

Our team released a new settings feature that allows team admins to control which information is shown on your borrower portal footer. Your team's contact information will always be displayed, but team admins can now choose if they also want to display the contact information of the agents working on the deal Learn how to customize your footer

Tidbit! A visual update was also done to the footer to better accommodate longer emails without breaking them into two lines. Instead of taking a three-column layout, it now takes 2 columns.


➡️ New "Deal status changed" resthook

If you have Finmo connected to a system, like your favourite CRM, you can now use the new "Deals status changed" trigger to update your system with any status change.

Watch a quick video about this new trigger, or visit our help article to learn more about Finmo resthooks.


📊 Funded deals report (team admins only)

Any deals with a "Funded" status will now show in the Funded deals report, even if they were submitted outside of Finmo. Learn how to get a report of your team's funded deals

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