Managing Applications

How to manage borrower invites and applications

Marnie George avatar Tracy Bezuidenhout avatar
13 articles in this collection
Written by Marnie George and Tracy Bezuidenhout

How to create an application/deal in Finmo

How you get new deals / applications in Finmo
Tracy Bezuidenhout avatar
Written by Tracy Bezuidenhout
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.
Tracy Bezuidenhout avatar
Written by Tracy Bezuidenhout
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
Tracy Bezuidenhout avatar
Written by Tracy Bezuidenhout
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, taking control back from a borrower, emails to borrower, no assigned borrower, notifying team of a new deal
Marnie George avatar
Written by Marnie George
Updated over a week ago