Finmo

[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

Marnie George

2024

by Lendesk

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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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