How-to's and Tutorials

How to get set up for lender submissions (Lender Connect)

Lender Connect, submissions, deals directly to lenders

Written by Marnie George
Updated over a week ago

How to log into Finmo

It all starts with logging into your new Finmo account!

Written by Siobhan Baker
Updated over a week ago

How to add Finmo to your cell phone's home screen

Finmo is a web based application - however we are still mobile friendly! You can access Finmo on any platform, just like a native app.

Written by Marnie George
Updated over a week ago

How to book Finmo training sessions

weekly training sessions, group session, one on one sessions

Written by Siobhan Baker
Updated over a week ago

How to reset your password

It's easy to reset or change your Finmo account password.

Written by Siobhan Baker
Updated over a week ago

Finding and entering your Expert Profile Number (ID)

enter and find your Expert Profile Number

Written by Marnie George
Updated over a week ago

How to set up your account

Set up your profile picture, contact info, Expert login username, turn on security and access your application links

Written by Siobhan Baker
Updated over a week ago

How to send your application link to a borrower

How to find and distribute your application links in Finmo.

Written by Siobhan Baker
Updated over a week ago

How to receive Finmo notifications via SMS/text messaging

Finmo now allows you to get notifications of deal activity right on your phone!

Written by Marnie George
Updated over a week ago

How to set up a compliance manager

compliance manager set up, admin set up, permissions

Written by Marnie George
Updated over a week ago

How to set-up CRA Tax document package requests

set up tax doc requests, how to,

Written by Marnie George
Updated over a week ago

FAQ's: CRA Tax document package requests from snapNOA

snap noa, request tax documents, faq's

Written by Marnie George
Updated over a week ago

How to configure or edit your "Team settings"

Edit your teams profile in the general settings: logo, icon, team name, website, address and more.

Written by Marnie George
Updated over a week ago

How to invite team members

Add team members and understand what an invited team member will see, team roles

Written by Marnie George
Updated over a week ago

How to manage roles and permissions

Control who is a team admin, who can see deals, and who can take important actions.

Written by Marnie George
Updated over a week ago

How to change your team application link

Learn how to have your team application link changed..

Written by Marnie George
Updated over a week ago

How to customize consent or service agreements

Digital consent is a requirement from each of your borrowers before they can submit their online application to you.

Written by Siobhan Baker
Updated over a week ago

How to do mortgage scenarios in Finmo

scenarios, mortage details, gds/tds

Written by Marnie George
Updated this week

Pre-approvals

pre-approvals, video,

Written by Marnie George
Updated over a week ago

Find products for deals on Finmo using Lender Spotlight

How to find products on Spotlight, switch between Finmo and Spotlight

Written by Marnie George
Updated over a week ago

How to speed up your workday by using the Dashboard

Simply perform the actions on the dashboard, and be finished your workday in under 20 minutes

Written by Siobhan Baker
Updated over a week ago

3 different ways to do a deal and collect an application.

How to get your customers to complete an application

Written by Siobhan Baker
Updated over a week ago

How to invite an existing borrower to a deal

Written by Siobhan Baker
Updated over a week ago

Copying a Deal - bring information from a previous client's application into a new one.

Instead of having to re-enter an existing borrower's details into a new deal, you can now copy this over from their existing deal.

Written by Siobhan Baker
Updated over a week ago

How to invite multiple borrowers to a deal

Most deals have more than one applicant so Finmo allows mortgage professionals to invite multiple borrowers to a deal.

Written by Siobhan Baker
Updated over a week ago

How to edit a borrower's application

How to add details on a borrower's application, manage relationships, add a second borrower, invite borrowers, and request/upload documents.

Written by Siobhan Baker
Updated over a week ago

How to grant and revoke application access to a borrower (application locking)

Application locking and unlocking

Written by Siobhan Baker
Updated over a week ago

How to send a borrower deal updates via SMS/text messaging

Sending SMS (text) messages to your borrowers can dramatically increase conversions.

Written by Siobhan Baker
Updated over a week ago

How to delete a borrower from an application

delete borrower, remove,

Written by Marnie George
Updated over a week ago

How to change the Primary borrower

Switch a primary borrower a co-borrower on an application

Written by Siobhan Baker
Updated over a week ago

How to re-invite a borrower to a deal

If a borrower's invite can't be found (and isn't in their junk mail), you can re-invite them to a deal. Invitations expire after seven days.

Written by Marnie George
Updated over a week ago

How to hide or unhide a co-borrower from a deal

hide borrower, unhide borrower

Written by Siobhan Baker
Updated over a week ago

How to enter non-Canadian / non-American addresses into an application.

Once pushed to Expert, the mortgage professional can adjust the deal / file in Expert to input the international address correctly.

Written by Marnie George
Updated over a week ago

How to add or remove a team member from a deal

Adding or removing members, no assigned borrower, notifying team of a new deal

Written by Siobhan Baker
Updated over a week ago

A how-to guide on Deal Overview

Stay up to date with all the developments on your deal.

Written by Siobhan Baker
Updated over a week ago

How to add subject property to an application

Finmo allows you to add details on the subject property for deals which will be pushed through to Expert or send to a Lender in Finmo.

Written by Marnie George
Updated over a week ago

How to automatically assign a team member to new deals and turn on deal notifications

Automatically assign new deals to a specific team member or multiple team members and turn on email notifications going to your team email

Written by Siobhan Baker
Updated over a week ago

How to create internal notes within a deal

Keep notes on a deal to keep a more complete "story" in Finmo for reference later.

Written by Siobhan Baker
Updated over a week ago

How to customize client consent / service agreements

Learn to personalize consent agreements and download consent PDFs.

Written by Marnie George
Updated over a week ago

How to search for deals

Finmo has powerful deal searching and filtering options.

Written by Marnie George
Updated over a week ago

How to archive old or stale deals and how to unarchive deals.

Keep your deal table neat and tidy by archiving old deals!

Written by Marnie George
Updated over a week ago

How to sort and filter deals in the deal view (and change column visibility)

You can sort and filter deals to make them easier to find. You can even filter for deals assigned to specific team members!

Written by Marnie George
Updated over a week ago

How to print an application

At the top of an application, click the button that says "Download or print for compliance".

Written by Marnie George
Updated over a week ago

Is Finmo available in French?

french application, french document requests

Written by Marnie George
Updated over a week ago

How to allow borrowers to pull bank statements from their own banking institutions

bank statements, client banking info, pull from bank

Written by Marnie George
Updated over a week ago

How to request documents from your borrower(s)

Finmo can request borrowers upload documentation either manually or automatically.

Written by Siobhan Baker
Updated over a week ago

How to obtain an MPP form

MPP, mpp link, compliance

Written by Marnie George
Updated this week

How to set a due date and automatic reminders for documents

You can set a due date for document collection and automatically send out outstanding document reminders to borrowers.

Written by Marnie George
Updated over a week ago

How to review document uploads and mark them with the correct status

This article shows you how to mark document requests as "approved", or "needs attention" for documents that are incorrect or illegible.

Written by Carter Zimmerman
Updated over a week ago

How to hide an uploaded document to stay organized

If a borrower uploads an incorrect file, simply hide it. For compliance, Finmo cannot permanently delete files.

Written by Carter Zimmerman
Updated over a week ago

How to Delete, Hide or Archive Documents

Written by Siobhan Baker
Updated over a week ago

How to convert documents to PDF and download them for the lender

Learn how to package documents into a PDF for lender delivery with just a click.

Written by Siobhan Baker
Updated over a week ago

How to upload a borrower's documents manually

If you receive mortgage documentation in person, or through e-mail, you can upload it to a borrower's application for them.

Written by Marnie George
Updated over a week ago

How to only collect documents for a deal in Finmo (no application).

Using Finmo only for document collection (you already have the application).

Written by Marnie George
Updated over a week ago

How to customize Smart Document rules

Edit Smart Document rules menu to generate more accurate document requests. This article also covers how to turn off suggestions completely.

Written by Siobhan Baker
Updated over a week ago

How to use Smart Documents to request documents automatically

Allow borrowers to seamlessly upload document requests after completing their application.

Written by Carter Zimmerman
Updated over a week ago

How to use Smart Document suggestions

As you or your borrower add information into the Application, Smart Documents will make suggestions.

Written by Marnie George
Updated over a week ago

How to create a custom document request

Add a custom document to your library and request it from borrowers.

Written by Marnie George
Updated over a week ago

How to edit a document request title or description

If you don't like the wording of our default documents, here's how to fix it.

Written by Carter Zimmerman
Updated over a week ago

Can borrower(s) complete an application and upload documents on behalf of another co-borrower?

Borrower(s) can complete an application and upload documents on behalf of a co-borrower.

Written by Siobhan Baker
Updated over a week ago

How to use the Lead Generation tool (creating referral links)

Give your network their own personal referral links so you can track their referrals inside Finmo

Written by Siobhan Baker
Updated over a week ago

How to add a referral link to your mobile device's home screen.

Add your referral link to your home screen by adding a shortcut/bookmark on either Android or IOS.

Written by Siobhan Baker
Updated over a week ago

How to find your Zapier token and connecting Finmo with your CRM platform

Finmo can connect to your favorite CRM and apps via our integrations with Zapier.

Written by Marnie George
Updated over a week ago

How to set up common Finmo "zaps" with Zapier

We've built "triggers" into Finmo, and when they're activated, they send data to another application of your choice.

Written by Joe Tomkins
Updated over a week ago

How to auto-send emails using Zapier

email automation, zapier

Written by Marnie George
Updated over a week ago

How to add Intercom to your borrower portal

Add Intercom to communicate directly with your borrowers while they fill out their application or are logged into their portal.

Written by Marnie George
Updated over a week ago

How to add your Facebook Pixel ID to Finmo

Finmo allows you to add a Facebook Pixel to send borrower portal usage to Facebook. This tutorial shows you how to add your pixel ID.

Written by Marnie George
Updated over a week ago

How to collect analytics from the borrower portal using Google Analytics

Setting up Finmo Pro's Google Analytics feature.

Written by Carter Zimmerman
Updated over a week ago

How to embed or integrate your Finmo mortgage application on your website

Embed Finmo on your website by using an iframe

Written by Marnie George
Updated over a week ago

How to pay for your monthly Finmo Pro subscription

After your 30 day free trial has expired, you will need to enter a credit card to pay for your Finmo Pro subscription.

Written by Marnie George
Updated over a week ago

How to Download a Finmo Pro Monthly Invoice or Receipt

Finmo has made it super easy to keep invoices and receipts for your Pro subscription in one spot and easily accessible.

Written by Marnie George
Updated over a week ago

How to use lender points for Finmo Pro

In many cases, lender's points programs can be used to pay for Finmo subscriptions.

Written by Marnie George
Updated over a week ago

How to change Finmo Pro billing or subscription to another team member

The current team admin can upgrade any user on the team to a team admin. Team admins by default have the permission to edit billing.

Written by Siobhan Baker
Updated over a week ago

Finmo E-Sign Partner OneSpan & Scotiabank

E-signing authentication and approval by Scotiabank

Written by Joe Tomkins
Updated over a week ago

How to set up a document for E-signing

This video tutorial shows you how to prepare an MPP form for e-signatures.

Written by Joe Tomkins
Updated over a week ago

How to request e-signatures from borrowers

Finmo now makes it even easier to automate your workflow with electronic signatures to improve customer experience.

Written by Marnie George
Updated over a week ago

How to remove, rename or move the order of an e-signing document

This article will show you how to remove, rename or move the order of an e-signing document that has been signed or not signed.

Written by Siobhan Baker
Updated over a week ago

How to delete an e-signature document

Sometimes you may need to delete a document you requested to be e-signed.

Written by Marnie George
Updated over a week ago

How to prep a document with multiple options for e-signing (MPP form)

mpp, e-signing prep,

Written by Marnie George
Updated over a week ago

E-signing PAD forms how to

PAD form

Written by Joe Tomkins
Updated over a week ago

The document I'm trying to upload into e-signing shows an error message

e-signing, upload error

Written by Marnie George
Updated over a week ago

How to find the authentication code or certificate for an e-signed document in Adobe

authentication code, e-sign, authentication certificate, Adobe

Written by Marnie George
Updated over a week ago

How to get the E-Signing Certificate

This article will show you how to get a signing certificate from an electronically signed document.

Written by Siobhan Baker
Updated over a week ago

How to fix GDS/TDS issues in Expert

If your GDS/TDS numbers are different from what you were expecting, check out these quick fixes.

Written by Marnie George
Updated over a week ago

How to push deals to Expert

Entering your firm code, login, and sending the deal to Expert.

Written by Marnie George
Updated over a week ago

How to Match Finmo to Expert's Deal IDs

You can match Finmo deal IDs to Expert deal IDs for easy referencing.

Written by Marnie George
Updated over a week ago

Watch submit direct to lenders videos

Written by Marnie George
Updated over a week ago

How to submit directly to a lender

FAQ, submit direct, lenders,

Written by Marnie George
Updated over a week ago

How to set-up your Submission profile to submit direct to lenders

self set up, submission set up, onboarding

Written by Marnie George
Updated over a week ago

How to push a submitted application to Filogix for payroll and compliance

payroll, compliance, track finmo deal ID in filogix,

Written by Marnie George
Updated over a week ago

Quick videos to help complete an application for submitting direct to lender

videos, submit, beta

Written by Marnie George
Updated over a week ago

How to complete Commission Record Sheets for payroll

Commission record sheet

Written by Joe Tomkins
Updated over a week ago

Submission Agents - FAQ's: How to add, edit, delete and manage

submission agent, faq,

Written by Marnie George
Updated over a week ago

Submit to lender tips and FAQ's

Faq's, tips and tricks

Written by Marnie George
Updated over a week ago

What does the lender see?

Lenderview, video demo

Written by Marnie George
Updated over a week ago

What is validation and how do you fix validation alerts?

validation when submitting to lenders, how to fix validation alerts

Written by Marnie George
Updated over a week ago

How to upload required documents, generate documents, mpp form and add mortgage details for compliance

upload required compliance docs, generate compliance docs, edit mortgage details, mpp

Written by Marnie George
Updated over a week ago

How to manage compliance settings and documents

compliance docs, compliance settings, generating compliance docs, archive compliance docs

Written by Marnie George
Updated over a week ago

How to pull credit in Finmo

Pulling credit, Equifax, member code authorization, liabilities, edit, delete,

Written by Marnie George
Updated over a week ago

How to complete an application as a borrower

A tutorial for borrowers to help them fill out their mortgage application online.

Written by Siobhan Baker
Updated over a week ago

How to upload documents as a borrower

If you have received a document request from your mortgage professional, here's how you upload those requested documents and submit them.

Written by Marnie George
Updated over a week ago

How to reset a borrower's password

If the borrower has forgotten their password, you or the borrower can reset this.

Written by Siobhan Baker
Updated over a week ago

My borrower has multiple applications, how do they switch between them? Can existing borrowers start a new deal themselves?

multiple deals, applications, switch, borrower new deal

Written by Marnie George
Updated over a week ago

How to enable two-factor authentication

Two-factor authentication is a process that involves two authentication methods performed one after for additional account security.

Written by Marnie George
Updated over a week ago

Not receiving email notifications from Finmo?

whitelist finmo email addresses

Written by Marnie George
Updated over a week ago

How to cancel your Finmo Pro subscription

You will have access to Finmo Pro for the remainder of that billing period but your card will not be charged the following month.

Written by Marnie George
Updated over a week ago

Co-brokering a deal: how to's and faq's

co-broker, invite co-broker, faq's

Written by Marnie George
Updated over a week ago