FAQs

Frequently Asked Questions

Carter Zimmerman avatar Greg Williamson avatar Alex Wilkinson avatar +3
47 articles in this collection
Written by Carter Zimmerman, Greg Williamson, Alex Wilkinson and 3 others
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
Updated over a week ago

What if I have requested docs before my 30 day free trial ends?

Documents requested before your trial expires will be able to be accessed forever.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Marnie George avatar
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.
Joe Tomkins avatar
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Carter Zimmerman avatar
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.
Siobhan Baker avatar
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Greg Williamson avatar
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.
Joe Tomkins avatar
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.
Siobhan Baker avatar
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.
Marnie George avatar
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Greg Williamson avatar
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.
Carter Zimmerman avatar
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").
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Alex Wilkinson avatar
Written by Alex Wilkinson
Updated over a week ago