Finmo

How to choose an alternate firm code to submit a deal to a lender

Edit your teams profile in the general settings: logo, icon, team name, website, address and more.

How to configure or edit your "Team settings"

Add team members, team roles, delete, remove,

How to invite team members to join your team and how to remove them

Learn how to have your team application link changed..

How to change your team application link

team admin, limited team member, user permission, roles, restrict credit pull, restrict submission

How to manage roles and permissions on a team (team admins only)

How to add a general message to  your borrower portal

Marnie George

Team settings

by Lendesk

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Create your workspace and invite the people you work with.

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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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