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FAQs
Frequently Asked Questions
46 articles in this collection
Written by
Carter Zimmerman,
Marnie George,
and
Joe Tomkins
Finmo
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
Marnie George
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 cost?
Pricing for a Finmo Pro subscription can be found on our website.
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
Signing up your team/brokerage
How should I structure my team or company on Finmo?
Use this checklist to determine how to set up your team.
Written by
Marnie George
Updated over a week ago
Security
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
Marnie George
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
Billing
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
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
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
E-signing
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
Marnie George
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
Marnie George
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
Marnie George
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
Marnie George
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
Other
How to set up integration for payment (Centum)
Centum, payment,
Written by
Marnie George
Updated over a week ago
What is Prospr by Sun Life?
insurance, Sun Life, term life, mortgage protection, critical illness,
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
Marnie George
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
Marnie George
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
The borrower experience
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
Marnie George
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
Marnie George
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