How-to's and Tutorials
How to do anything in Finmo!
By Marnie and 4 others5 authors150 articles
- How to use AI to create an application
- Samples to use to generate AI created applications
- How to use AI to fill in property details from an MLS feature sheet into an applicationAI fill from document button
- How to use the calculate minimum down payment tool
- How to apply the extended amortization insurance premiumExtended amortization insurance premiums
- How to use the Finmo refinance toolrefinance calculator, equity take out
- What is card view and how to turn it ondashboard view, column view, list view
- How to use the maximum mortgage and required income calculators
- How to choose an alternate firm code to submit a deal to a lendermultiple firm codes,
- How to configure or edit your "Team settings"Edit your teams profile in the general settings: logo, icon, team name, website, address and more.
- How to invite team members to join your team and how to remove themAdd team members, team roles, delete, remove,
- How to change your team application linkLearn how to have your team application link changed..
- How to manage roles and permissions on a team (team admins only)team admin, limited team member, user permission, roles, restrict credit pull, restrict submission
- How to add a general message to your borrower portal
- How to merge applicationsadd borrower from existing deal, merge
- How borrowers can hide information on the application from other borrowersborrowers information separate, hide borrowers
- How to change the status of a deal and their definitionsstatus change, cancel, funded, approved
- How to Create Draft Submissions & Scenariosmortgage scenarios, compare
- How to manually send consent for e-signingapplication by phone, compliance, consent
- How does Finmo obtain individual signed consent for credit checks?credit consent, bureau, credit pull,
- How to do rental income adjustments/offsets for subject and non subject propertiesrental, income, adjustment, rental offset
- How to do mortgage scenarios in Finmoscenarios, mortage details, gds/tds
- Pre-approvalspre-approvals, video,
- GDS/TDS Faq'sGDS/TDS calculations and settings, occupancy issue in Filogix, editing rates, amortization period, LTV, rental offsets
- Find products for deals on Finmo using Lender SpotlightHow to find products on Spotlight, switch between Finmo and Spotlight
- How to speed up your workday by using the DashboardSimply perform the actions on the dashboard, and be finished your workday in under 20 minutes
- How to start a deal and collect an applicationdeals, personal link, team link,
- How to invite an existing borrower to a deal
- Copying a Deal - bring information from a previous client's application into a new one.Instead of having to re-enter an existing borrower's details into a new deal, you can copy over from their existing deal
- How to invite multiple borrowers to a dealMost deals have more than one applicant so Finmo allows mortgage professionals to invite multiple borrowers to a deal.
- How to edit a borrower's applicationHow to add details on a borrower's application, manage relationships, add a second borrower, invite borrowers, and request/upload documents.
- How to grant and revoke application access to a borrower (application locking)Application locking and unlocking
- How to send a borrower deal or document updates via SMS/text messaging or emailSending SMS (text) messages to your borrowers can dramatically increase conversions.
- How to delete a borrower from an applicationdelete borrower, remove,
- How to change the Primary (main) borrowerSwitch a primary or main borrower to a co-borrower on an application
- How to re-invite a borrower to a dealIf a borrower's invite can't be found (and isn't in their junk mail), you can re-invite them to a deal. Invitations expire after seven days.
- How to hide or unhide a borrower from a dealhide borrower, unhide borrower
- How to add or remove a team member from a dealAdding or removing members, no assigned borrower, notifying team of a new deal, adding an agent on the deal
- A how-to guide on Deal OverviewStay up to date with all the developments on your deal.
- How to add subject property to an applicationFinmo allows you to add details on the subject property for deals which will be pushed through to Expert or send to a Lender in Finmo.
- How to automatically assign a team member to new deals and turn on deal notificationsAutomatically assign new deals to a specific team member or multiple team members and turn on email notifications going to your team email
- How to create, edit or delete internal notes within a deal
- How to search for dealsFinmo has powerful deal searching and filtering options.
- How to archive old or stale deals and how to unarchive deals.unarchiving, archiving, filter
- How to sort and filter deals in the deal view and change column visibilitytable view, list view, sort, filter
- How to print an applicationAt the top of an application, click the button that says "Download or print for compliance".
- Is Finmo available in French?french application, french document requests
- GDS/TDS colour codes: definitions and ranges
- How the CMHC 30-year amortization premium surcharge (0.20%) is applied in Finmo
- How to use Finmo AI - down payment verification
- How to allow borrowers to pull bank statements from their own banking institutionsbank statements, client banking info, pull from bank, bank documents
- How to request documents from your borrower(s)Finmo can request borrowers upload documentation either manually or automatically.
- How to set a due date and automatic reminders for documentsYou can set a due date for document collection and automatically send out outstanding document reminders to borrowers.
- How to review document uploads and mark them with the correct statusThis article shows you how to mark document requests as "approved", or "needs attention" for documents that are incorrect or illegible.
- How to hide an uploaded document to stay organizedIf a borrower uploads an incorrect file, simply hide it. For compliance, Finmo cannot permanently delete files.
- How to Delete, Hide or Archive Documents
- How to convert documents to PDF and download them for the lenderLearn how to package documents into a PDF for lender delivery with just a click.
- How to upload a borrower's documents manuallyIf you receive mortgage documentation in person, or through e-mail, you can upload it to a borrower's application for them.
- How to only collect documents for a deal in Finmo (no application).Using Finmo only for document collection (you already have the application).
- How to use Smart Documents to request documents automaticallyupload documents, application portal, smart docs
- How to use Smart Document suggestionsdocument suggestions, request docs, clear suggestions,
- How to create, edit, duplicate or delete a custom document requestAdd custom request, document library
- How to edit a document request title or descriptionIf you don't like the wording of our default documents, here's how to fix it.
- Can borrower(s) complete an application and upload documents on behalf of another co-borrower?Borrower(s) can complete an application and upload documents on behalf of a co-borrower.
- How to move documents between document requests or borrowers
- How to rename uploaded documentschange document name, renaming,
- How to reorder received documents in a document requestmerged pdf, reorganize,
- How to automate your CRM & follow up after an application is receivedautomate, CRM,
- Why doesn't Finmo have its' own CRM?crm, integrations
- How to find your Zapier token and connect Finmo with your CRM platformFinmo can connect to your favourite CRM and software tools via our integrations with Zapier.
- How to set up common Finmo "zaps" with ZapierWe've built "triggers" into Finmo, and when they're activated, they send data to another application of your choice.
- How to auto-send emails using ZapierFinmo to Google Workspace CRM, email automation, Zapier
- How to add your Facebook Pixel ID to FinmoFinmo allows you to add a Facebook Pixel to send borrower portal usage to Facebook. This tutorial shows you how to add your pixel ID.
- How to collect analytics from the borrower portal using Google AnalyticsSetting up Finmo Pro's Google Analytics feature.
- How to update your Finmo and Zapier Connectionapp update, zapier, new version, token
- How to sync your deal data from Filogixexpert,
- Using Finmo, Zapier, and Google Tools as a Simplified CRMFinmo CRM
- How to export deal or borrower datacsv, crm,
- Exported borrower data fields explainedThis guide explains all the fields included in your borrower data export and what each value represents.
- Exported deal data fields explainedThis guide explains all the fields included in your deal data export and what each value represents.
- How to pay your monthly Legacy Finmo Pro subscriptioncredit card, legacy Pro, billing
- How to download a Finmo Legacy invoice or receiptFinmo has made it super easy to keep invoices and receipts for your Legacy subscription in one spot and easily accessible.
- How to use lender points for Finmo LegacyIn many cases, lender's points programs can be used to pay for Finmo subscriptions.
- How to change billing information, add a payment method or update a credit card on Finmoupdate credit card, billing, payment method
- How to validate a signature in the E-signing certificate panele-sign validation, validation issues, signing panel
- How to create an e-sign template (beta)e-signing template, signing form,
- Finmo E-Sign Partner OneSpan & ScotiabankE-signing authentication and approval by Scotiabank, signature requirements
- How to set up a document for E-signingThis video tutorial shows you how to prepare an MPP form for e-signatures.
- How to request e-signatures from borrowersFinmo now makes it even easier to automate your workflow with electronic signatures to improve customer experience.
- How to remove, rename or move the order of an e-signing documentThis article will show you how to remove, rename or move the order of an e-signing document that has been signed or not signed.
- How to delete an e-signature documentSometimes you may need to delete a document you requested to be e-signed.
- How to prep a document with multiple options for e-signing (MPP form)mpp, e-signing prep,
- E-signing PAD forms how toPAD form
- The document I'm trying to upload into e-signing shows an error messagee-signing, upload error
- How to find the authentication code or certificate for an e-signed document in Adobeauthentication code, e-sign, authentication certificate, Adobe
- What are "smart submission notes", how to generate and FAQ'ssubmission notes, smart submission notes, re-generate, lender notes,
- How to do a reverse mortgage on Finmoreverse, home equity, CHIP,
- How to send docs to a lender (Strive, Wiseday, Desjardins & Optimum) when submitting a dealdocument submission, lender documents, Strive
- How to prepare and submit a home equity flexline to TD Canada TrustFlex line, TD, Heloc, home equity,
- How to add funding and interest adjustment dates to a submissioncompliance, funding date, interest adjustment, mortgage details
- How to add fees and/or insurance sales tax or cash back to mortgage detailscashback, cash back, appraisal, legal, taxes
- Watch submit direct to lenders video
- How to submit directly to a lenderFAQ, submit direct, lenders, agent on the deal,
- How to complete the Commission Recordcommission fees, deductions, split, generate commission record
- Submission Agents - FAQ's: How to add, edit, delete and managesubmission agent, faq,
- FAQ's: Submitting directly to lenderssubmit documents, adjust submission, change down payment
- What is validation and how do you fix validation alerts?validation when submitting to lenders, how to fix validation alerts
- Lender action notificationslender notifications, email notifications, lender decisions, decisions
- How can I manage lender notes effectively in Finmo?
- How to complete an application as a borrowerA tutorial for borrowers to help them fill out their mortgage application online.
- How do Document uploads work for your clients?If you have received a document request from your mortgage professional, here's how you upload those requested documents and submit them.
- How to reset a borrower's passwordIf the borrower has forgotten their password, you or the borrower can reset this.
- Borrower experience: multiple applications, how to switch between them or start a new deal themselvesmultiple deals, applications, switch, borrower new deal
- Team performance, reports and analytics (team admins only)analytics, report, reporting,
- How to view and obtain a report of your team's funded deals (team admins only)funded report, csv, AIR,
- How to enable mortgage and lender classifications and product types for reportingAIR report, funded report,
- AIR (Annual Information Return) Report
- How to set up a compliance managercompliance manager set up, admin set up, permissions
- How to do Multi-component mortgages and disclosure documentsmulti-component, compliance, disclosure
- How to obtain an MPP formMPP, mpp link, compliance
- How to push a submitted application to Filogix for payroll and compliancepayroll, compliance, track finmo deal ID in filogix, mpp
- How to upload required documents, generate documents, mpp form and add mortgage details for complianceupload required compliance docs, generate compliance docs, edit mortgage details, mpp
- How to manage compliance settings and documentscompliance docs, compliance settings, generating compliance docs, archive compliance docs
- How to obtain ID verification in Finmofraud assessment, risk assessment, ID Verification, Fintrac
- Fraud and risk assessment toolsthird party determination, Risk Factor Assessment Questionnaire, intended use of funds, legal entity
- How to obtain a PEP sanctions and adverse media (PSA) screeningFINTRAC, pep, PSA, politically exposed person,
- FINTRAC requirements and FAQ's
- Understanding and managing manual risk assessments
- Understanding the ID verification report
- How to generate a fraud and risk assessment reportmanual report, print report,
- How to connect Finmo to Equifax's KYC connect serviceAML, Fintrac,
- How to request Equifax KYC verificationAML, KYC consent, KYC report,
- How to add mortgage and lender classifications and product types in a deal for reportingAIR, Report,
- How to Complete the BC Form 10 Disclosure Statement in FinmoCompliance & Documents
- How to use the politically exposed person (PEP) self-identification tool in FinmoFINTRAC Tools - PEP Screening
- Adding Fintrac risk ratings into a dealcompliance, Fintrac,
- How to manage compliance document headerscontrol centre
- How to generate separate application summaries for clients
- How to find and use the FINTRAC compliance review page
- Control Centre -access, videos and trainingorg admin, set up, video
- Control Centre Guide and FAQ'sorganization member, organization admin, add teams, integrations, required documents, generated documents, analytics, equifax,
- How to enable or disable exporting of borrower and deal data for all teams in the brokerage control centrecsv, reporting, export