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How to start a deal and collect an application
How to start a deal and collect an application

deals, personal link, team link,

Marnie George avatar
Written by Marnie George
Updated over a week ago

There are three primary ways to collect an application in Finmo, starting a deal for your borrower yourself or you can use your personal or team link.

How to start a deal for a borrower and invite them to the application

1. Click the "handshake icon" on the left menu to access your deal dashboard.

2. Start the application by selecting "+New Deal"at the top of the dashboard.

3. Fill in the details then invite the borrower to finish the rest (or complete it yourself).

4. If you choose to invite the borrower to the application, they will receive an invitation to create an account and given access to the application.


How to use your personal application link to allow borrowers to start an application on their own

Copy your personal application link and send it to the borrower to complete the application on their own. Paste it into your email signature, or add it to your website or social media. When a borrower starts an application using this link a deal is created and automatically assigned to you.

1. Click on your picture or initials on the left menu and select "Copy personal app link".

Note: If you are the sole broker on your team in Finmo you can choose to use the team link instead of the personal link as all deals would be assigned to you automatically. The personal application link is used when there are multiple brokers on one team.


How to use your team application link to allow borrowers to start an application on their own

Copy your team application link and send this to the borrower to complete the application on their own. You can also paste this link into your email signature, your website or on social media. This option is similar to the personal link above however 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.

1. Click on your picture or initials on the left menu and select "Copy team app link".


Additional Resources

Should you have any questions please click on the chat button or email support@finmo.ca

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