Frequently Asked Questions
By Carter and 2 others3 authors45 articles
Common errors or issues when submitting a deal to a Lender or Expert in SubmitSubmission Failure, Validation errors and other common errors why your deal isn't pushing to Filogix's Expert
Who uses Finmo? Can I see some reviews?Over 2,500 mortgage professionals from over 120 different companies.
How much does Finmo cost?Pricing for a Finmo Pro subscription can be found on our website.
Who is Finmo?Our vision and how we operate.
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.
How does Finmo use data?How Finmo uses anonymous data collected from users
Where does Finmo store data?Finmo stores data securely on Canadian AWS servers.
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.
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.
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.
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.
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.
Are Electronic Signatures legally binding?Yes, electronic signatures are legally binding and enforceable in countries that have enacted e-signature laws.
Which document formats can I send for e-signatures?The following document formats: PDF, DOC, DOCX, ODT, RTF, TXT are supported.
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.
Is there a document size limit for e-signing?For e-signing, the maximum size for each document is 10MB.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Where and how does my borrower get notified when they have e-signature requests?Borrowers are notified of e-signing requests via e-mail.
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").
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.
How to set up integration for payment (Centum)Centum, payment,
Broker Information about Prospr by Sun Lifeinsurance leads, sunlife, insurance referral
Is there an impact to my client's credit score if I pull multiple credit bureaus?Understanding Hard inquiries on your clients credit
Where are Finmo's CRM features?How to hook Finmo up to your CRM.
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?The events Finmo sends to marketing and analytics tools
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.
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.
Why does Finmo not support the Internet Explorer web browser?Microsoft no longer supports Internet Explorer. Time for a new, modern web browser!
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.
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.
What does the borrower see when I request a document?Review the interface a borrower uses to upload documents.
What does my borrower see when using the lead generation funnel?Use quick lead generation links to make a great first impression with clients.
Borrower SMS notificationsGet quick answers on commonly asked questions about sending text message updates to borrowers.
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.