Product Releases
Finmo product round-up
By Marnie1 author37 articles
2025
Product updates and highlights from 2025
2024
Product updates and highlights from 2024
- [Dec 17, 2024] Smoother, smarter, compliant
- [Sept 20, 2024] FINTRAC & Finmo... product updates + learning opportunities 🤓
- [Sept 05, 2024] FINTRAC & Finmo webinar... and more 🤓
- [Aug 30, 2024] Diving deep into our new calculator tools! 🤿
- [Aug 08, 2024] ☀️ Sun, sand, and simplified calculations
- [July 26, 2024] Have you heard about our new deal statuses? That and much more on today's issue
- [July 11, 2024] From effortless document management to colour-coded GDS/TDS... we’ve got updates you won’t want to miss!
- [June 27, 2024] 🔵 Deal classification, reporting features, language preferences... and MORE!
- [June 13, 2024] Insurance referral programs to earn $... and our latest product updates
- [May 30, 2024] Support your clients with their home insurance needs and earn extra 💰... plus other product enhancements
- [May 16, 2024] “Borrower not reachable” in the Prospr referral status? Take action ➡️
- [May 02, 2024] Add value to borrower with the new "Cost of credit details" section ✨
- [Apr 19, 2024] How many deals your team submitted in Finmo? 👀
- [Apr 04, 2024] Improvements to BC Form 10 and language preferences settings
- [Mar 21, 2024] Additional filters for reporting, failing resthooks... and more 👀
- [Mar 07, 2024] Customize your borrower portal footer, new resthook trigger, and funded deals report
- [Feb 29, 2024] “Approved” status is now available in Finmo! ✅
- [Feb 07, 2024] Update "un-invited" borrower(s) and your Finmo/Zapier connection
- [Jan 11, 2024] 📝 New year's resolution: up my broker game with Finmo and Lender Spotlight
2023
Product updates and highlights from 2023
- [Dec 20, 2023] Wrapped! ✨ A celebration of the moments that defined our year + a message from the president!
- [Nov 16, 2023] Finmo's lender network, user permissions, and more 💙
- [Nov 01, 2023] New notes section added to disclosure docs, bug fixes, and more
- [Oct 18, 2023] No tricks, just treats! Discover our new product delights! 🎃
- [Oct 05, 2023] 🤩 Learn all about the persistent filters and sort functionality, e-signing summary download, and more
- [Sept 14, 2023] Accessing Commission Records just got easier + more...
- [Aug 23, 2023] Easily preview compliance docs + other product releases 👀
- [July 27, 2023] BluMortgage and Finmo integration 2.0 + more product releases
- [July 12, 2023] A more accessible platform for everyone
- [June 29, 2023] Import your deals into Finmo + discover new product updates ➡️
- [June 14, 2023] Learn about our latest releases + new individual consent flow BETA 🖋
- [May 31, 2023] 🔥 HOT TIP: Use submission drafts to build scenarios in Finmo + French SMS message
- [May 16, 2023] Doc management at the org level, bug fixes, and more
- [May 02, 2023] Required documents managed at the organization level... and other cool stuff
- [April 18, 2023] Mortgage suitability forms made easy
- [April 12, 2023] Finmo REST API at a team level, performance improvements... and more!