Finmo

Marnie George

Joe Tomkins

Carter Zimmerman

How-to's and Tutorials

Everything you need to know about submitting directly on Finmo, using Lender Connect. Including, how it compares to Filogix Expert.

FAQs on submitting direct to lender on Finmo's Lender Connect

Lender Connect, submissions, deals directly to lenders

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

Christina

Featured: How to use Lender Connect (Finmo's lender submission tools)

It all starts with logging into your new Finmo account!

How to log into Finmo

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

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

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

How to reset your password

Getting started

enter and find your Expert Profile Number

Finding and entering your Expert Profile Number (ID)

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

How to set up your account

How to find and distribute your application links in Finmo.

How to send your application link to a borrower

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

How to receive Finmo notifications via SMS/text messaging

Personal settings (your account settings)

How to choose an alternate firm code to submit a deal to a lender

How to customize your application theme on Finmo

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

How to configure or edit your "Team settings"

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

How to invite team members

Learn how to have your team application link changed..

How to change your team application link

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

How to manage roles and permissions on a team

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

How to customize consent or service agreements

Team settings

Submission status: How to change and definitions

How to merge applications

borrowers information separate, hide borrowers

How borrowers can hide information on the application from other borrowers

All borrowers must agree to a consent agreement prior to submitting their application.

How does Finmo get borrower consent for credit checks?

application by phone, compliance, consent

How to manually send consent for e-signing

rental, income, adjustment, rental offset

How to do rental income adjustments/offsets for subject and non subject properties

How does Finmo obtain consent for credit checks? (beta)

How to do mortgage scenarios in Finmo

Pre-approvals

GDS/TDS calculations and settings, occupancy issue in Filogix, editing rates, amortization period, LTV, rental offsets

GDS/TDS Faq's

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

Find products for deals on Finmo using Lender Spotlight

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

How to speed up your workday by using the Dashboard

How to get your customers to complete an application

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

How to invite an existing borrower to a deal

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

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

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

How to invite multiple borrowers to a deal

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

How to edit a borrower's application

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

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

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

How to delete a borrower from an application

Switch a primary or main borrower to a co-borrower on an application

How to change the Primary (main) borrower

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.

How to re-invite a borrower to a deal

How to hide or unhide a borrower from a deal

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

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

Adding or removing members,  no assigned borrower, notifying team of a new deal, adding an agent on the deal

How to add or remove a team member from a deal

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

A how-to guide on Deal Overview

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.

How to add subject property to an application

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

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

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

How to create internal notes within a deal

Finmo has powerful deal searching and filtering options.

How to search for deals

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

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

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

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

How to print an application

french application, french document requests

Is Finmo available in French?

Deals

bank statements, client banking info, pull from bank

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

How to request CRA Tax document packages from snapNOA

Finmo can request borrowers upload documentation either manually or automatically.

How to request documents from your borrower(s)

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

How to set a due date and automatic reminders for documents

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

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

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

How to hide an uploaded document to stay organized

How to Delete, Hide or Archive Documents

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

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

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

How to upload a borrower's documents manually

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

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

Edit Smart Documents, turn off smart docs suggestions

Smart Document rules- how to customize or disable

upload documents, application portal, smart docs

How to use Smart Documents to request documents automatically

document suggestions, request docs, clear suggestions,

How to use Smart Document suggestions

How to create, edit, duplicate or delete a custom document request

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

How to edit a document request title or description

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

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

Document collection

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

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

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

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

Lead Generation (Affordability calculator funnels)

How to automate your CRM & follow up after an application is received

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

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

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

How to set up common Finmo "zaps" with Zapier

How to auto-send emails using Zapier

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

How to add Intercom to your borrower portal

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.

How to add your Facebook Pixel ID to Finmo

Setting up Finmo Pro's Google Analytics feature.

How to collect analytics from the borrower portal using Google Analytics

Embed Finmo on your website by using an iframe

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

Integrations (Finmo Connect)

How to pay your monthly Legacy Finmo Pro subscription

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

How to download a Finmo Legacy invoice or receipt

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

How to use lender points for Finmo Legacy

update credit card, billing, payment method

How to change billing information, add a payment method or update a credit card on Finmo

Finmo Pro billing/subscription

e-sign validation, validation issues, signing panel

How to validate a signature in the E-signing certificate panel

E-signing authentication and approval by Scotiabank, signature requirements

Finmo E-Sign Partner OneSpan & Scotiabank

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

How to set up a document for E-signing

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

How to request e-signatures from borrowers

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.

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

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

How to delete an e-signature document

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

E-signing PAD forms how to

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

authentication code, e-sign, authentication certificate, Adobe

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

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

How to get the E-Signing Certificate

E-signing

How to import deals from Filogix, how to's and faq's

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

How to fix GDS/TDS issues in Expert

Entering your firm code, login, and sending the deal to Expert, Finmo Legacy, lender not on finmo, co-brokering

How-to's and Tutorials

Featured: How to use Lender Connect (Finmo's lender submission tools)

Getting started

Personal settings (your account settings)

Team settings

Deals

Document collection

Lead Generation (Affordability calculator funnels)

Integrations (Finmo Connect)

Finmo Pro billing/subscription

E-signing

Filogix Expert

Submitting to Lender

Equifax credit bureaus

From the borrower's perspective

Security

Other

Co-brokering a deal

Reports and Analytics

Compliance

Brokerage Control Centre