How to book training sessions

training, youtube, help library

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

Looking for training on Finmo? Our goal is to make learning and using our platform as painless as possible - that's why we offer free training session. Our webinar style training is an ideal way to become a Finmo power user.


Below are our current training courses. Click the button link below each session to book the session you are interested in.


Finmo Walkthrough & Best Practices - Group Training

This training primarily focuses on underwriting the deal through to submission. It includes a high-level overview of the consumer journey for essential reference.

Finmo by Lendesk Live Training & Best Practice

45 min (Web conferencing details provided upon confirmation)

  • Getting started with Finmo

  • How to underwrite & submit your deal

  • How to manage documents

  • How to create compliance documents

  • How to use Finmo E-signing

  • Q & A


Finmo Onboarding & Team Setup - Group Training

This training primarily covers - team branding, smart document rules and deal importing.

Finmo Onboarding & Team Setup (30 minutes)

30 min. (Web conferencing details provided upon confirmation)

  • Your account setup & data

  • Team branding

  • Inviting team members

  • Smart docs

  • Compliance setup

  • Submission details

  • Notifications

Other deal settings


Finmo Integrations - Group Training

This session covers how Finmo integrates with other systems and references CRMs that are fully integrated with Finmo such as Blumortgage & Brokeredge and examples of other popular systems. There is a focus on the client journey and how agents/brokers must have and use one. Who is this for? Any brokerage, team or user who needs to know more about CRMs.

Finmo & CRM Integrations

30 min (Web conferencing details provided upon confirmation)

  • Review Finmo Integrations page.

  • Zapier.com introduction.

  • Integrated systems such as Blumortgage & Brokeredge flows.

  • Show an example of a set of ‘Zaps’

  • Share the Client Experience timeline & make it yours.


Additional Resources

Onboarding Dashboard

If you are looking for help to get started on Finmo here's a link to our onboarding dashboard.

Youtube channel

We also have an extensive library of videos on youtube.

Did you know we have an amazing help library available on Finmo? Click on the "?" in app for articles.



Should you have questions, please click the chat bubble in-app or email support@finmo.ca

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