FAQs

Common errors or issues when submitting a deal to a Lender or Expert in Submit

Submission Failure, Validation errors and other common errors why your deal isn't pushing to Filogix's Expert

Written by Siobhan Baker
Updated over a week ago

Who uses Finmo? Can I see some reviews?

Over 2,500 mortgage professionals from over 120 different companies.

Written by Carter Zimmerman
Updated over a week ago

How much does Finmo Pro cost?

Pricing for a Finmo Pro subscription can be found on our website.

Written by Marnie George
Updated over a week ago

What are the differences between Finmo and Finmo Pro?

Finmo comes with a free "basic" version, which lets you do a lot of application related tasks. Finmo Pro can take you to the next level!

Written by Marnie George
Updated over a week ago

Who is Finmo?

Our vision and how we operate.

Written by Carter Zimmerman
Updated over a week ago

How should I structure my team or company on Finmo?

Use this checklist to determine how to set up your team.

Written by Siobhan Baker
Updated over a week ago

Why do borrowers need to create a user account?

Borrowers need to create an account to access and return to their portal, as well as to keep their financial info as secure as possible.

Written by Marnie George
Updated over a week ago

How does Finmo get borrower consent for credit checks?

All borrowers must agree to a consent agreement prior to submitting their application.

Written by Siobhan Baker
Updated over a week ago

How does Finmo use data?

How Finmo uses anonymous data collected from users

Written by Carter Zimmerman
Updated over a week ago

Where does Finmo store data?

Finmo stores data securely on Canadian AWS servers.

Written by Carter Zimmerman
Updated over a week ago

How to upgrade to the new Finmo Pro and FAQ's - team admins

Finmo Pro, Finmo Legacy, pricing help, faqs

Written by Marnie George
Updated over a week ago

Where do I enter my billing information?

Click the "gear" icon on the Finmo dashboard to go to your "Team settings". Click the "Billing" tab.

Written by Marnie George
Updated over a week ago

Can I pay for Finmo Pro for just myself?

We charge a team for Finmo Pro. If you want Pro for only yourself, it’s possible you could also be a single agent team within Finmo.

Written by Marnie George
Updated over a week ago

How can I use my lender status points to pay for Finmo?

Often lender's points programs offer to reimburse deal related or marketing related expenses.

Written by Marnie George
Updated over a week ago

Can you extend my free trial so I have more time to decide if Finmo is a good fit for me?

Extensions for trials are made on a case by case basis. Please contact support.

Written by Marnie George
Updated over a week ago

Can I pay for Finmo Pro by cheque or invoice?

We don’t accept cheques at this time. The only way we accept invoices is if you’re paying for a multiple teams in advance.

Written by Marnie George
Updated over a week ago

I only use Finmo for Documents and I don't want the entire Pro package, can I just pay for documents?

Finmo Pro comes with all of the features together, so there’s no way to separate certain features.

Written by Marnie George
Updated over a week ago

What is the difference between a digital signature and an e-signature?

An electronic signature is, like its paper equivalent, a legal concept. It captures a person’s intent to be legally bound to an agreement.

Written by Marnie George
Updated over a week ago

Are Electronic Signatures legally binding?

Yes, electronic signatures are legally binding and enforceable in countries that have enacted e-signature laws.

Written by Joe Tomkins
Updated over a week ago

Which document formats can I send for e-signatures?

The following document formats: PDF, DOC, DOCX, ODT, RTF, TXT are supported.

Written by Marnie George
Updated over a week ago

Can I request e-signing on multiple documents at once?

You can add a signature field for each borrower on each document you want them to sign.

Written by Carter Zimmerman
Updated over a week ago

Is there a document size limit for e-signing?

For e-signing, the maximum size for each document is 10MB.

Written by Siobhan Baker
Updated over a week ago

How do I download a copy of the e-signed documents?

On the e-signing request screen, there is a button that says "Download documents". There is also a download icon beside each document.

Written by Marnie George
Updated over a week ago

How will I know when the recipient has e-signed the documents?

You will receive a notification in your e-mail when a e-signature request has been signed. Also the status is shown in deals table.

Written by Marnie George
Updated over a week ago

How do I choose the file I want to upload for e-signing?

There is a plus icon in the OneSpan e-signing window next to word "documents". Click it to upload e-signing documents.

Written by Greg Williamson
Updated over a week ago

Can I print a copy of the e-signed documents?

After downloading, you can print a copy of e-signature documents on your own computer.

Written by Joe Tomkins
Updated over a week ago

My client is trying to access their document for e-signing but it won’t let them open the document.

The document may be corrupt, or be an unacceptable format. If they are experiencing a blank white screen it may be a technical issue.

Written by Siobhan Baker
Updated over a week ago

I have sent the e-signature request to one borrower, but I need to add another one. How do I do that?

There is only one "master" e-signing request. Add an e-mail for the second borrower in the application and then add their signature fields.

Written by Marnie George
Updated over a week ago

I need initials or check-boxes on my document for e-signing. How do I do that?

Text fields, initials, and check boxes can all easily be added to e-signature requests.

Written by Marnie George
Updated over a week ago

What is the difference between “capture signature” and “click to sign” in the e-signature document?

"Capture signature" requires the borrower to physically draw their signature on their device, where "click to sign" is a simple time stamp.

Written by Marnie George
Updated over a week ago

How do I remove a borrower's signature from an e-signature document?

You can remove borrower's signatures from e-signing documents by simply deleting their signature field.

Written by Greg Williamson
Updated over a week ago

Where and how does my borrower get notified when they have e-signature requests?

Borrowers are notified of e-signing requests via e-mail.

Written by Carter Zimmerman
Updated over a week ago

Where do I mark an e-signed document approved?

E-sign documents do not need to be set as approved, as they are either pending signatures or have been signed (which we call "completed").

Written by Marnie George
Updated over a week ago

What does “Accept only” mean and when would I select that?

Accept only is for when you want a digital record that a borrower has seen a document, but no signature on the actual document is required.

Written by Marnie George
Updated over a week ago

How to set up Payroll One integration

Written by Marnie George
Updated over a week ago

Is there an impact to my client's credit score if I pull multiple credit bureaus?

Understanding Hard inquiries on your clients credit

Written by Joe Tomkins
Updated over a week ago

Where are Finmo's CRM features?

How to hook Finmo up to your CRM.

Written by Marnie George
Updated over a week ago

How to set up Scarlett integration

Written by Marnie George
Updated over a week ago

What types / formats of documents can be uploaded to Finmo?

Written by Marnie George
Updated over a week ago

What "event tracking" events are sent from Finmo to Google Analytics and/or Facebook Pixel?

The events Finmo sends to marketing and analytics tools

Written by Marnie George
Updated over a week ago

Why does the borrower portal not have a liabilities section?

We learned from our mortgage professional advisory group that they do not trust the liability information received from borrowers.

Written by Siobhan Baker
Updated over a week ago

Why are my pushed deals not showing up in Expert?

Deals will not show up in Expert if either your Expert Login ID or your team's Expert Firm code are set incorrectly.

Written by Siobhan Baker
Updated over a week ago

Why does Finmo not support the Internet Explorer web browser?

Microsoft no longer supports Internet Explorer. Time for a new, modern web browser!

Written by Marnie George
Updated over a week ago

Why is the e-signing window showing up as a blank white screen?

If third party cookies are not enabled on your web browser, OneSpan's e-signing functionality may show up as a blank screen.

Written by Marnie George
Updated over a week ago

What e-mail does a borrower receive when they are invited to fill out an application?

Example of the email that a borrower receives when they are invited through Finmo to fill out a mortgage application.

Written by Siobhan Baker
Updated over a week ago

What does the borrower see when I request a document?

Review the interface a borrower uses to upload documents.

Written by Carter Zimmerman
Updated over a week ago

What does my borrower see when using the lead generation funnel?

Use quick lead generation links to make a great first impression with clients.

Written by Siobhan Baker
Updated over a week ago

Borrower SMS notifications

Get quick answers on commonly asked questions about sending text message updates to borrowers.

Written by Carter Zimmerman
Updated over a week ago

What does a borrower's e-signing experience look like?

Take a look at what your borrowers will see from their side after you've requested documents for e-signature.

Written by Marnie George
Updated over a week ago