Finmo is adding some new features today!
Have a look at this video to see what's new:
- Permissions - We've made it a lot easier to set permissions for different mortgage professionals / assistants on Finmo. As a team admin, when you invite a new user you now see three clear roles with "checks" and "x's" on what each person can do.
- Important Dates - We upgraded the dashboard to now show important dates next to your recent activity. Important dates currently shows the Condition of Financing, Closing Date, and Document Collection Due Dates for any deal you're assigned to that's inside the next 30 days.
- Bug fix - We fixed an annoying bug that caused the mortgage professional to have to use the exact wording when searching for a document. The search functionality has now been restored where you can search any word in the document title to find it.
Borrower (End User) TOS: https://finmo.ca/borrower-terms-of-use/
Mortgage Professional TOS: https://finmo.ca/terms-and-conditions
Hopefully these new features help you save even more time, and close even more deals!