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 or Spotlight?

Here at Lendesk, our goal is to make learning and using our platform as painless as possible - that's why we offer free training. Our free webinar training is an ideal way to become a Finmo power user. Join Canada's forward-thinking brokers. Let us give you simple training to help you, your team, or your brokerage utilize Finmo's power.

Here are our current training courses, click the link to book the session you are interested in.

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 by Lendesk Demo & Strategy Session

30 min

  • Learn how Finmo can help you automate and elevate your mortgage practice.

*Please note this is not a full training session. It is an introduction to Finmo

Lender Spotlight Training

30 min

Web conferencing details provided upon confirmation.

Learn all the important tips and tricks about Lender Spotlight

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.

As well, 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

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