Let's get started! The first thing you need to do is to complete your personal details to get you on your way with Finmo.

1. When logged into Finmo, mouse over your initials or picture on the left menu at the bottom of the screen.  This will reveal a menu.

2. Click on "Your account" You will be taken to your account settings where you can fill in your personal details.

3. Upload a picture for your Finmo profile. Simply click on “Upload a picture”. A window will open allowing you to select which photo you’d like to upload.

4. Enter your account information (Phone number, Title, Expert Username/Login ID)  in the spaces provided.  Make sure to save your changes!

Now when you login to Finmo you will see your profile picture on the bottom left of the screen.  Clicking on this picture will open up a menu to access your profile to make changes in the future and allows you to sign out of Finmo.

Finmo automatically gives you your own application links that you can send directly to customers to take them straight into the application process. When a borrower signs up through the "Team application link" Finmo will assign deals to those who are set-up in the Deal Settings-> Deal Assignment section.

When a borrower signs up through your personal application link the deal is automatically assigned to you. You can choose to customize or shorten this link.

These links be sent to your borrowers, pasted it into a social media post or embeded onto your website where brokers go to apply for a mortgage.

Finmo automatically gives you your own application links that you can send directly to customers to take them straight into the application process. When a borrower signs up through the "Team application link" Finmo will assign deals to those who are set-up in the Deal Settings-> Deal Assignment section. To learn more about these settings, please click here.

1. To find your links or access your personal information, click on your profile picture or initials on the bottom left hand side of the portal. A menu will appear. Here you can copy your links which is a shortcut or click on "Your account" where they are also displayed.

2. If you choose "Your account" scroll down the page until you find "Team". Click on the stack of papers icon to copy the link and it will be autosaved to your clipboard so you can insert it in an email or text

1. Click on your picture or initals on the left menu and select "Your account"

2. Scroll down the page until you find "Team".

3. Click on "Create personalized short link"

4. Enter the text you'd like to change your link to and click on "Save changes". That will be your personal application link going forward.

Should you require further help click the chat button or send us an email
​support@finmo.ca