Finmo

bank statements, client banking info, pull from bank, bank documents

How to allow borrowers to pull bank statements from their own banking institutions

Finmo can request borrowers upload documentation either manually or automatically.

How to request documents from your borrower(s)

You can set a due date for document collection and automatically send out outstanding document reminders to borrowers.

How to set a due date and automatic reminders for documents

This article shows you how to mark document requests as "approved", or "needs attention" for documents that are incorrect or illegible.

How to review document uploads and mark them with the correct status

If a borrower uploads an incorrect file, simply hide it. For compliance, Finmo cannot permanently delete files.

How to hide an uploaded document to stay organized

How to Delete, Hide or Archive Documents

Learn how to package documents into a PDF for lender delivery with just a click.

How to convert documents to PDF and download them for the lender

If you receive mortgage documentation in person, or through e-mail, you can upload it to a borrower's application for them.

How to upload a borrower's documents manually

Using Finmo only for document collection (you already have the application).

How to only collect documents for a deal in Finmo (no application).

upload documents, application portal, smart docs

How to use Smart Documents to request documents automatically

document suggestions, request docs, clear suggestions,

How to use Smart Document suggestions

How to create, edit, duplicate or delete a custom document request

If you don't like the wording of our default documents, here's how to fix it.

How to edit a document request title or description

Borrower(s) can complete an application and upload documents on behalf of a co-borrower.

Can borrower(s) complete an application and upload documents on behalf of another co-borrower?

How to move documents between document requests or borrowers

How to rename uploaded documents

How to reorder received documents in a document request

Carter Zimmerman

Marnie George

Document collection

by Lendesk

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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