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[June 29, 2023] Import your deals into Finmo + discover new product updates ➡️
[June 29, 2023] Import your deals into Finmo + discover new product updates ➡️
Marnie George avatar
Written by Marnie George
Updated over a week ago

Filogix Deal Importer

Did you know that you can easily import all your previous deals from Expert/Filogix into Finmo?

By consolidating all your data in Finmo, you'll have a complete overview of your mortgage business. No more juggling between different software or feeling scattered.


Product updates

📊 Google Analytics 4 (GA4)
Our Google Analytics integration has been updated to support GA4. If you use Google Analytics to track usage data in Finmo, make sure to upgrade to GA4, and take full advantage of a more in-depth events tracking.


📃 Document Preview
We've updated our preview functionality so signatures can now be displayed when reviewing signed documents. You can also enjoy greater control such as zooming in and out, skipping pages, and rotating files. Go check it out


✍️ Client Consent Settings
We launched the new individual consent beta last week, and since then, we’ve updated the settings to allow brokers to select the “agent on the deal” as the counter-signer on the consent document.

Note: This update is only available for teams participating in the beta release, but the good news is: the new individual consent flow will be rolled-out to all users in July. Keep an eye out for it!

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