Frequently Asked Questions
By Marnie and 2 others3 authors45 articles
What is the difference between a digital signature and an e-signature?
Are Electronic Signatures legally binding?
Which document formats can I send for e-signatures?
Can I request e-signing on multiple documents at once?
Is there a document size limit for e-signing?
How do I download a copy of the e-signed documents?
How will I know when the recipient has e-signed the documents?
How do I choose the file I want to upload for e-signing?
Can I print a copy of the e-signed documents?
My client is trying to access their document for e-signing but it won’t let them open the document.
I have sent the e-signature request to one borrower, but I need to add another one. How do I do that?
I need initials or check-boxes on my document for e-signing. How do I do that?
What is the difference between “capture signature” and “click to sign” in the e-signature document?
How do I remove a borrower's signature from an e-signature document?
Where and how does my borrower get notified when they have e-signature requests?
Where do I mark an e-signed document approved?
What does “Accept only” mean and when would I select that?
How to set up integration for payment (Centum)
Broker Information about Prospr by Sun Life
Is there an impact to my client's credit score if I pull multiple credit bureaus?
Where are Finmo's CRM features?
How to set up Scarlett integration
What types / formats of documents can be uploaded to Finmo?
What "event tracking" events are sent from Finmo to Google Analytics and/or Facebook Pixel?
Why does the borrower portal not have a liabilities section?
Why are my pushed deals not showing up in Expert?
Why does Finmo not support the Internet Explorer web browser?
Why is the e-signing window showing up as a blank white screen?
What e-mail does a borrower receive when they are invited to fill out an application?
What does the borrower see when I request a document?
What does my borrower see when using the lead generation funnel?
Borrower SMS notifications
What does a borrower's e-signing experience look like?