Even if a borrower goes outside the portal and emails you a document, Finmo will help you keep all the documents organized and in one place.
How to upload documents into Finmo a borrower sends you via email
- Navigate into the desired deal
- Click Documents in the deal navigation
- If it's a document you haven't already requested, select Broker Upload. Choose the document you're uploading, and choose the borrower who sent it. Click upload & approve to store the document correctly in the deal. If you already requested the document, click the document request from the borrower's requested documents.
- Drag and drop the correct file.