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How to add or remove a team member from a deal
How to add or remove a team member from a deal

Adding or removing members, no assigned borrower, notifying team of a new deal, adding an agent on the deal

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

You can assign as many team members as you wish to a deal.  You can also remove a team member from a deal in the "Overview" section.

How to designate a team member as the "Agent on the deal"

When in the deal, click on "Overview" on the left menu and then "Edit" on the "Deal details" and select from the drop down menu then "Save changes".

How to add a team member to a deal

Simply select the deal you want and click on "Overview".   On the right under "Details" click on "Edit details" under the"Deal details" section.

Choose the member(s) from the drop-down menu under "Additional team members working on the deal" and "Save Changes" or

How to remove a team member from a deal

Simply select the deal you want and click on "Overview". On the right under "Details" click on "Edit details" under the"Deal details" section.

To remove a team member that is assigned to the deal, click the x beside their name in the "additional team members working on the deal section

Note: All the team members listed on that deal will be notified by email when a client has created an application or uploaded documents.

Deals with no assigned owner (team admin)

If you have multiple team members on your team and share a team application link you can select how an application without a designated team member will be handled should someone start an application using the team link.  

  1. Click on gear icon on the left menu

  2. Select "Deal"

  3. Deal Assignment is where you can select which team member(s) should be assigned to those deals

Choose to send a notification to the team email when a deal has been received or created (team admin)

Finmo allows you to notify team members through a team email when a deal has been received or created.   To do this, You must have a team email entered in your Team Profile.

  1. Click on the gear icon on the left menu

  2. Go to the Team Settings Tab at the top of the page

  3. In the drop-down, select Team Profile

  4. Scroll down and enter the Team email

  5. Save changes at the bottom of that page

You also want to ensure that your Notifications are turned on in your Deal Settings. Click on "Deal notifications" on the left menu and select "Yes" and Save.

Please note: A team member assigned to a deal would receive notifications automatically, turning on deal notifications in your team settings means a notification would also go to your team email.

Click on the chat bubble should you have questions or email us at support@finmo.ca

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