There are three primary ways to collect an application in Finmo:

  1. Start the application from inside Finmo by selecting +New Deal, fill out some details, then invite the borrower to finish the rest (or complete it yourself).

2. Copy your Personal application link and send this to the borrower to complete the application on their own.

When the borrower starts the application, a deal is created and automatically assigned to you.

3. Copy your Team application link and send this to the borrower to complete the application on their own.

This option is similar to the first option above. The difference here is that the deal won't automatically be assigned to you unless you've configured Finmo to assign team deals to you in the Deal Settings.

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