How to set up your team's submission profile - team administrators
✅ On your dashboard in Finmo, you will see an announcement prompting you to get started with Lender Connect and how to get yourself and your team set up to submit direct to lenders. Click on the 'Complete my submission profile to get started.
This will take you into the submission profile . Fill in all the required fields and click on "Save changes and mark as reviewed" in each section.
✅ How to get your Equifax Member and Security codes
Enter your Equifax details (member code & security code). If you're linked to a brokerage submitting on Finmo that already has these credentials, you will not be asked to enter them for the team. If you don't know your code, you have two options:
Our CS team can help you get this information, please fill out this form
Alternatively, to retrieve your Equifax codes yourself, please use this help article.
Once this is completed the announcement on your dashboard will change
If you do need to come back and edit this information in the future, you can access this by clicking the gear icon on the left menu and selecting "Submission profile".
How to create Submission agents
✅ In Finmo, you need to create submissions agents in the team settings before you can assign a deal to them. For example, if you normally list yourself as a submission agent, you need to create a submission agent and copy the information from your own profile (Expert Profile ID, license number etc).
How to set up your team - individual team members
✅ On your dashboard in Finmo, you will see an announcement prompting you to get started with Lender Connect and how to get yourself set up to submit direct to lenders. Click on the 'Complete my submission profile to get started.
This will take you into the submission profile . Fill in all the required fields in your personal details and click on "Save changes and mark as reviewed" .
If you do need to come back and edit this in the future, you can access this by opening "your account" by clicking on your profile picture or initials on the bottom left of the screen,
How to add and/or find the Broker/Agent license number and Expert Profile Number
Broker/Agent license number: please provide your provincial license number. If you are unsure or do not have one, please select "I don't have one".
Expert Profile Number: The profile number is your distinct account identifier in Expert. When logged into Filogix, you will see it under your "User" information:
An important note about Expert Profile Numbers:
Please note that you cannot use someone else’s Expert Profile Number. This number is used by lenders to correctly attribute deals and process payments to brokers, and therefore it must be unique to you.
If you do not have your own Expert Profile, please select "I don't have one". Please note that if you do not have this information, you won’t be able to be listed as an agent on the deal when submitting deals to a lender.
You're all done!**
🚫 *NOTE: RMG Mortgages and RFA require additional identity verification, and this may take 3 to 7 business days to complete. During this time, deals submitted to RFA or RMG won't be routed to the correct underwriter.
That's it! You're set up to start sending deals to lenders. Should you have any questions click on the chat bubble or email us at email@example.com.