Finmo

[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!

Marnie George

2023

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.

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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.

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

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

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

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.