How-to's and Tutorials

How to do anything in Finmo!

Carter Zimmerman avatar Marnie George avatar Siobhan Baker avatar +1
107 articles in this collection
Written by Carter Zimmerman, Marnie George, Siobhan Baker and 1 other
Deals

How to do mortgage scenarios in Finmo

scenarios, mortage details, gds/tds
Marnie George avatar
Written by Marnie George
Updated this week

Pre-approvals

pre-approvals, video,
Marnie George avatar
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
Marnie George avatar
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
Siobhan Baker avatar
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
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago

How to invite an existing borrower to a deal

Siobhan Baker avatar
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.
Siobhan Baker avatar
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.
Siobhan Baker avatar
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.
Siobhan Baker avatar
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
Siobhan Baker avatar
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.
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago

How to delete a borrower from an application

delete borrower, remove,
Marnie George avatar
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
Siobhan Baker avatar
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.
Marnie George avatar
Written by Marnie George
Updated over a week ago

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

hide borrower, unhide borrower
Siobhan Baker avatar
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.
Marnie George avatar
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
Siobhan Baker avatar
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.
Siobhan Baker avatar
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.
Marnie George avatar
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
Siobhan Baker avatar
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.
Siobhan Baker avatar
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.
Marnie George avatar
Written by Marnie George
Updated over a week ago

How to search for deals

Finmo has powerful deal searching and filtering options.
Marnie George avatar
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!
Marnie George avatar
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!
Marnie George avatar
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".
Marnie George avatar
Written by Marnie George
Updated over a week ago

Is Finmo available in French?

french application, french document requests
Marnie George avatar
Written by Marnie George
Updated over a week ago
Document collection

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

bank statements, client banking info, pull from bank
Marnie George avatar
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.
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago

How to obtain an MPP form

MPP, mpp link, compliance
Marnie George avatar
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.
Marnie George avatar
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.
Carter Zimmerman avatar
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.
Carter Zimmerman avatar
Written by Carter Zimmerman
Updated over a week ago

How to Delete, Hide or Archive Documents

Siobhan Baker avatar
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.
Siobhan Baker avatar
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.
Marnie George avatar
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).
Marnie George avatar
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.
Siobhan Baker avatar
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.
Carter Zimmerman avatar
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.
Marnie George avatar
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.
Marnie George avatar
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.
Carter Zimmerman avatar
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.
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago
E-signing

Finmo E-Sign Partner OneSpan & Scotiabank

E-signing authentication and approval by Scotiabank
Joe Tomkins avatar
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.
Joe Tomkins avatar
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.
Marnie George avatar
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.
Siobhan Baker avatar
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.
Marnie George avatar
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,
Marnie George avatar
Written by Marnie George
Updated over a week ago

E-signing PAD forms how to

PAD form
Joe Tomkins avatar
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
Marnie George avatar
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
Marnie George avatar
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.
Siobhan Baker avatar
Written by Siobhan Baker
Updated over a week ago
Submitting to Lender

Watch submit direct to lenders videos

Marnie George avatar
Written by Marnie George
Updated over a week ago

How to submit directly to a lender

FAQ, submit direct, lenders,
Marnie George avatar
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
Marnie George avatar
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,
Marnie George avatar
Written by Marnie George
Updated over a week ago

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

videos, submit, beta
Marnie George avatar
Written by Marnie George
Updated over a week ago

How to complete Commission Record Sheets for payroll

Commission record sheet
Joe Tomkins avatar
Written by Joe Tomkins
Updated over a week ago

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

submission agent, faq,
Marnie George avatar
Written by Marnie George
Updated over a week ago

Submit to lender tips and FAQ's

Faq's, tips and tricks
Marnie George avatar
Written by Marnie George
Updated over a week ago

What does the lender see?

Lenderview, video demo
Marnie George avatar
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
Marnie George avatar
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
Marnie George avatar
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
Marnie George avatar
Written by Marnie George
Updated over a week ago