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Product Releases
Finmo product round-up
2024
Product updates and highlights from 2024
[July 11, 2024] From effortless document management to colour-coded GDS/TDS... we’ve got updates you won’t want to miss!
[June 27, 2024] 🔵 Deal classification, reporting features, language preferences... and MORE!
[June 13, 2024] Insurance referral programs to earn $... and our latest product updates
[May 30, 2024] Support your clients with their home insurance needs and earn extra 💰... plus other product enhancements
[May 16, 2024] “Borrower not reachable” in the Prospr referral status? Take action ➡️
[May 02, 2024] Add value to borrower with the new "Cost of credit details" section ✨
[Apr 19, 2024] How many deals your team submitted in Finmo? 👀
[Apr 04, 2024] Improvements to BC Form 10 and language preferences settings
[Mar 21, 2024] Additional filters for reporting, failing resthooks... and more 👀
[Mar 07, 2024] Customize your borrower portal footer, new resthook trigger, and funded deals report
[Feb 29, 2024] “Approved” status is now available in Finmo! ✅
[Feb 07, 2024] Update "un-invited" borrower(s) and your Finmo/Zapier connection
[Jan 11, 2024] 📝 New year's resolution: up my broker game with Finmo and Lender Spotlight
2023
Product updates and highlights from 2023
[Dec 20, 2023] Wrapped! ✨ A celebration of the moments that defined our year + a message from the president!
[Dec 05, 2023] 💻 Co-browse live with CS + consent settings at the org level + other releases
[Nov 16, 2023] Finmo's lender network, user permissions, and more 💙
[Nov 01, 2023] New notes section added to disclosure docs, bug fixes, and more
[Oct 18, 2023] No tricks, just treats! Discover our new product delights! 🎃
[Oct 05, 2023] 🤩 Learn all about the persistent filters and sort functionality, e-signing summary download, and more
[Sept 14, 2023] Accessing Commission Records just got easier + more...
[Aug 23, 2023] Easily preview compliance docs + other product releases 👀
[July 27, 2023] BluMortgage and Finmo integration 2.0 + more product releases
[July 12, 2023] A more accessible platform for everyone
[June 29, 2023] Import your deals into Finmo + discover new product updates ➡️
[June 14, 2023] Learn about our latest releases + new individual consent flow BETA 🖋
[May 31, 2023] 🔥 HOT TIP: Use submission drafts to build scenarios in Finmo + French SMS message
[May 16, 2023] Doc management at the org level, bug fixes, and more
[May 02, 2023] Required documents managed at the organization level... and other cool stuff
[April 18, 2023] Mortgage suitability forms made easy
[April 12, 2023] Finmo REST API at a team level, performance improvements... and more!