Managing Applications

How to manage borrower invites and applications

Marnie George avatar
13 articles in this collection
Written by Marnie George

How to create an application/deal in Finmo

How you get new deals / applications in Finmo
Marnie George avatar
Written by Marnie George
Updated over a week ago

Finmo - Offer your clients a digital mortgage experience (demo)

This video demonstrates Finmo in use. It demonstrates both the mortgage broker and borrower experience.
Marnie George avatar
Written by Marnie George
Updated over a week ago

GDS/TDS Issues in Expert

Zero GDS/TDS issues in Expert, GDS/TDS numbers are different from what was expected, missing ratios
Marnie George avatar
Written by Marnie George
Updated over a week ago

Archiving Deals

Deleting or archiving deals and applications
Marnie George avatar
Written by Marnie George
Updated over a week ago

Troubleshooting: Pushing Deals to Expert

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

Searching and Sorting

How to search and sort for deals
Marnie George avatar
Written by Marnie George
Updated over a week ago

Online Consent for Credit Checks

credit bureau, credit pull, consent from borrower for credit
Marnie George avatar
Written by Marnie George
Updated over a week ago

How to Match Finmo to Expert's Deal IDs

expert Id, deal id, managing deals
Marnie George avatar
Written by Marnie George
Updated over a week ago

Pushing Deals to Expert

Entering your firm code, Expert login, and sending the deal to Expert
Marnie George avatar
Written by Marnie George
Updated over a week ago

Creating a Deal and Collecting an Application

How to start a new deal and invite a borrower to complete an application
Marnie George avatar
Written by Marnie George
Updated over a week ago

Managing an Application with your Borrower

Application locking and unlocking
Marnie George avatar
Written by Marnie George
Updated over a week ago

Editing an Application for a Borrower

How to add details on a borrower's application, manage relationships and add a second borrower
Marnie George avatar
Written by Marnie George
Updated over a week ago

How to Add or Remove a Team Member from a Deal

Adding or removing members, no assigned borrower, notifying team of a new deal
Marnie George avatar
Written by Marnie George
Updated over a week ago