Looking for training on Finmo?
Here at Finmo our goal is to make learning and using our platform as painless as possible - that's why we offer free unlimited training. Our free webinar training is an ideal way to become a Finmo power user.
Here are our current training courses:
Finmo 30 minute daily sessions - Become a Finmo Pro
Mondays - 1. How to do a deal 3 different ways
- Where do I get my application link?
- Received a referral - send an invite - record a lead.
- Received a referral - spoke to a client - invited into the application.
- How to update & invite an existing borrower.
Tuesdays - 2. Your Account & Team setup
- Your account settings & notifications
- Team settings
- Deal settings
Wednesdays - 3. Smart Doc's & E-Signing
- How to activate & configure your smart documents
- How to create custom documents.
- Borrower view
- Auto notifications.
- E-signing how to broker & client view
Thursdays - 4. Referrals and lead generation
- Affordability example - how to turn calculators on & off plus extend amortization.
- How to create a referral link & partners.
- How to view referred deals from partners.
- Examples of embedding links & posting on social media
Fridays - 5. CRM Connection and integrations
- Review Finmo Integrations page.
- Zapier.com introduction.
- Show an example of a set of ‘Zaps’
- Share the Client Experience timeline & make it yours.
Full start to finish training
If complete training in one go is your preference, you can book a time here (75 minute session).
It will include account setup, collecting and configuring Smart Documents, automatic reminders, E-signing, Lead Generation, Submit to a lender and more.
Should you have questions, please click the chat bubble in-app or email support@finmo.ca