You have the option of adding a classification to the mortgage details in your deals on Finmo. These classifications will appear in the "Funded report" on Finmo and can be filtered on.
Note: Only team administrators have access to reporting on Finmo
How to add classifications
1. Open your deal and navigate to the "Compliance" section and scroll down to "Mortgage details"
2. Click on "Edit details"
3. Select the classifications you wish to add from the drop down menu (you can choose more than one)
4. Click on "Save changes"
How to filter funded reports by mortgage classification
Note: Only team administrators have access to the reporting feature
1. Click on the reporting icon from the left menu
2. Select the year you wish to view the report for
3. Click on "Add filter" and select "Mortgage classification(s)"
4. The filtered deals will display. Go all the way to the right in the table to see the classifications
Should you have any questions please click on the chat bubble.