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[May 30, 2024] Support your clients with their home insurance needs and earn extra πŸ’°... plus other product enhancements
[May 30, 2024] Support your clients with their home insurance needs and earn extra πŸ’°... plus other product enhancements
Marnie George avatar
Written by Marnie George
Updated over 6 months ago

πŸ” Surex home insurance: Send referrals and earn $

Surex is an insurance brokerage that offers a quick way for clients to get multiple quotes, a dedicated advisor, and instant proof of insurance. Simply put, this is the easiest way for your clients to get a new quote on their home insurance. Learn more about Surex β†’

Start sending referrals: Get in touch with a Surex agent. Once you have an agreement with them, let us know in the chat and we'll enable Surex for your team in Finmo.


βš™οΈ Enhancements and bug fixes

  • The QC and MB Disclosure to Borrower documents now include the fees and charges (Cost of credit) table.

  • A small bug that was displaying the current property rental amount in previous properties (borrower's living history) has been fixed.
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