Finmo's lead generation tool offers a sign-up or calculator funnel to encourage new clients to fill out a world-class mortgage applications

What your borrowers/clients will see if the destination for Calculator links is used.

  • Click the "$" icon on your Finmo dashboard.
  • Near the top of the page, click "Preview the Finmo calculators".

What your borrowers/clients will see if the destination for Signup links is used.

  • Click the "$" icon on your Finmo dashboard.
  • Click the Copy signup link beside a default or referral link. Open a new browser and paste the link. You will see that this will take your borrowers/clients directly to the signup page for your application.
  • Click the "$" icon on your Finmo dashboard.
  • Click the "Add a new referral link" button.
  • Either select an existing referral source or click "create a new referrer".
  • Enter a referral link name.
  • Choose who deals that come in through this referral link are assigned to.
  • Click "Create link"
  1.  Click the "$" icon on your Finmo dashboard.
  2.  Choose the link you'd like to copy.
  3.  Incorporate the link anywhere you'd like to generate leads (email signature, website, realtor referrals).

How to find deals initiated by referral links

  1.   Click the "$" icon on your Finmo dashboard.
  2.   Scroll down and locate the "Referral link" you want to see referred deals.
  3.   Click the "+" icon and scroll down and click on "See deals". 
  4.   A list of deals referred by that referral link will appear.

What's the difference between a "Personal link" and a "Team link"?

Out of the box, Finmo provides you with two referral links - a personal link and a team link.

The personal link will ensure any borrowers who progress through the funnel and complete an application will be assigned to you.

Using the team link will ensure any borrowers who progress through the funnel and complete an application will be assigned to your team's default.

Should you have any questions please click the chat bubble or contact us at support@finmo.ca

Did this answer your question?