How to Locate Your Personal Account Settings

Log into Finmo and mouse over your initials on the bottom left of the screen.  This will reveal your settings options.

Navigate to the menu, and click "Your account".

Upload a Profile Picture

Here you can upload a picture for your Finmo profile as well as your contact information and Expert login.  Simply click on “Upload a picture” .  A window will open allowing you to select which photo you’d like to upload.  

*We recommend a picture that is square with your face centred in the picture.

Enter your account information 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.

Signup Referral Link

Finmo automatically gives you your own personal "Signup Referral Link" that you can send directly to customers to take them straight into the Application process.  You can also add it to your emails or website to make it even easier for your borrowers to get going on their Application.

Click on your profile picture or initials on the bottom left hand side of the portal.  A menu will appear, select "Your account".

Scroll down the page until you find the "Signup Referral Link".  Click on the stack of papers icon  to copy the link.  

Turn on SMS notifications

Would you like to receive any notifications about your deal by text message?   Finmo can be configured to do that.   Here's how.   Open up "Your account".   Choose "Notifications" then enter your cell number.  Select "Yes" to be notified and click save.

You're all set, now you can start creating deals.

Anytime you need help click the chat icon on your screen or send us an email

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