Finmo can connect directly to your Lender Spotlight account within the deal you're working on and help you find products for your borrowers. If you already subscribe to Finmo Pro, you get Spotlight for free. Click below to learn more.
Once you've connected your Finmo and Lender Spotlight accounts, here's how to find products for a deal in Finmo.
- Click into the deal you want to work on.
- A pop up will open showing the details in your deal that will be used to find the best mortgage product in Lender Spotlight. You can edit these details before you click on the "Find available products" button should you so wish.
3. Click on "Find available products"
4. Your lender spotlight dashboard will open showing you the best product matches for your deal.
If you want to return to Finmo, click on the Finmo icon on the bottom left of the screen.
If you have any questions please click on the chat bubble or email firstname.lastname@example.org