How-to's and Tutorials
How to do anything in Finmo!
By Marnie and 3 others4 authors126 articles
How to log into FinmoIt all starts with logging into your new Finmo account!
How to add Finmo to your cell phone's home screenFinmo 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 reset your passwordIt's easy to reset or change your Finmo account password.
How to find and enter your Expert Profile Number (ID)Expert ID, profile number Filogix ID, Broker/Agent licence number
How to set up your accountSet up your profile picture, contact info, Expert login username, turn on security and access your application links
How to send your application link to a borrower and customize your personal linkcustomize, personal link, team link,
How to receive Finmo notifications via SMS/text messagingFinmo now allows you to get notifications of deal activity right on your phone!
How to customize your application theme on Finmocolours, customization, borrower portal,
How to choose an alternate firm code to submit a deal to a lendermultiple firm codes,
How to configure or edit your "Team settings"Edit your teams profile in the general settings: logo, icon, team name, website, address and more.
How to invite team members to join your team and how to remove themAdd team members, team roles, delete, remove
How to change your team application linkLearn how to have your team application link changed..
How to manage roles and permissions on a team (team admins only)team admin, limited team member, user permission, roles, restrict credit pull, restrict submission
How to customize consent or service agreementscredit pulls, countersigner, service agreement, consent pull, consent document
How to change the status of a deal and definitionsstatus change, cancel, funded, approved
How borrowers can hide information on the application from other borrowersborrowers information separate, hide borrowers
How to merge applicationsadd borrower from existing deal, merge
How to manually send consent for e-signingapplication by phone, compliance, consent
How to Create Draft Submissions & Scenariosmortgage scenarios, compare
How to do rental income adjustments/offsets for subject and non subject propertiesrental, income, adjustment, rental offset
How does Finmo obtain individual signed consent for credit checks?credit consent, bureau, credit pull,
How to do mortgage scenarios in Finmoscenarios, mortage details, gds/tds
GDS/TDS Faq'sGDS/TDS calculations and settings, occupancy issue in Filogix, editing rates, amortization period, LTV, rental offsets
Find products for deals on Finmo using Lender SpotlightHow to find products on Spotlight, switch between Finmo and Spotlight
How to speed up your workday by using the DashboardSimply perform the actions on the dashboard, and be finished your workday in under 20 minutes
How to start a deal and collect an applicationdeals, personal link, team link,
How to invite an existing borrower to a deal
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 copy over from their existing deal
How to invite multiple borrowers to a dealMost deals have more than one applicant so Finmo allows mortgage professionals to invite multiple borrowers to a deal.
How to edit a borrower's applicationHow to add details on a borrower's application, manage relationships, add a second borrower, invite borrowers, and request/upload documents.
How to grant and revoke application access to a borrower (application locking)Application locking and unlocking
How to send a borrower deal or document updates via SMS/text messaging or emailSending SMS (text) messages to your borrowers can dramatically increase conversions.
How to delete a borrower from an applicationdelete borrower, remove,
How to change the Primary (main) borrowerSwitch a primary or main borrower to a co-borrower on an application
How to re-invite a borrower to a dealIf 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 hide or unhide a borrower from a dealhide borrower, unhide borrower
How to add or remove a team member from a dealAdding or removing members, no assigned borrower, notifying team of a new deal, adding an agent on the deal
A how-to guide on Deal OverviewStay up to date with all the developments on your deal.
How to add subject property to an applicationFinmo 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 automatically assign a team member to new deals and turn on deal notificationsAutomatically assign new deals to a specific team member or multiple team members and turn on email notifications going to your team email
How to create internal notes within a dealKeep notes on a deal to keep a more complete "story" in Finmo for reference later.
How to search for dealsFinmo has powerful deal searching and filtering options.
How to archive old or stale deals and how to unarchive deals.unarchiving, archiving, filter
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!
How to print an applicationAt the top of an application, click the button that says "Download or print for compliance".
Is Finmo available in French?french application, french document requests
How to allow borrowers to pull bank statements from their own banking institutionsbank statements, client banking info, pull from bank, bank documents
How to request CRA Tax document packages from snapNOA,snapnoa, cra, tax docs, billing, faq's
How to request documents from your borrower(s)Finmo can request borrowers upload documentation either manually or automatically.
How to set a due date and automatic reminders for documentsYou can set a due date for document collection and automatically send out outstanding document reminders to borrowers.
How to review document uploads and mark them with the correct statusThis article shows you how to mark document requests as "approved", or "needs attention" for documents that are incorrect or illegible.
How to hide an uploaded document to stay organizedIf a borrower uploads an incorrect file, simply hide it. For compliance, Finmo cannot permanently delete files.
How to Delete, Hide or Archive Documents
How to convert documents to PDF and download them for the lenderLearn how to package documents into a PDF for lender delivery with just a click.
How to upload a borrower's documents manuallyIf you receive mortgage documentation in person, or through e-mail, you can upload it to a borrower's application for them.
How to only collect documents for a deal in Finmo (no application).Using Finmo only for document collection (you already have the application).
Smart Document rules- how to customize or disableEdit Smart Documents, turn off smart docs suggestions
How to use Smart Documents to request documents automaticallyupload documents, application portal, smart docs
How to use Smart Document suggestionsdocument suggestions, request docs, clear suggestions,
How to create, edit, duplicate or delete a custom document requestAdd custom request, document library
How to edit a document request title or descriptionIf you don't like the wording of our default documents, here's how to fix it.
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.
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.
How to use the Lead Generation tool (creating referral links)track referrals, lead generation, referral link, calculator
How to automate your CRM & follow up after an application is receivedautomate, CRM,
Why doesn't Finmo have its' own CRM?crm, integrations
How to find your Zapier token and connecting Finmo with your CRM platformFinmo can connect to your favorite CRM and apps via our integrations with Zapier.
How to set up common Finmo "zaps" with ZapierWe've built "triggers" into Finmo, and when they're activated, they send data to another application of your choice.
How to auto-send emails using Zapieremail automation, zapier
How to add Intercom to your borrower portalAdd Intercom to communicate directly with your borrowers while they fill out their application or are logged into their portal.
How to add your Facebook Pixel ID to FinmoFinmo 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 collect analytics from the borrower portal using Google AnalyticsSetting up Finmo Pro's Google Analytics feature.
How to embed or integrate your Finmo mortgage application on your websiteEmbed Finmo on your website by using an iframe
How to update your Finmo and Zapier Connectionapp update, zapier, new version, token
How to pay your monthly Legacy Finmo Pro subscriptioncredit card, legacy Pro, billing
How to download a Finmo Legacy invoice or receiptFinmo has made it super easy to keep invoices and receipts for your Legacy subscription in one spot and easily accessible.
How to use lender points for Finmo LegacyIn many cases, lender's points programs can be used to pay for Finmo subscriptions.
How to change billing information, add a payment method or update a credit card on Finmoupdate credit card, billing, payment method
How to validate a signature in the E-signing certificate panele-sign validation, validation issues, signing panel
How to create an e-sign template (beta)e-signing template, signing form,
Finmo E-Sign Partner OneSpan & ScotiabankE-signing authentication and approval by Scotiabank, signature requirements
How to set up a document for E-signingThis video tutorial shows you how to prepare an MPP form for e-signatures.
How to request e-signatures from borrowersFinmo now makes it even easier to automate your workflow with electronic signatures to improve customer experience.
How to remove, rename or move the order of an e-signing documentThis 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 delete an e-signature documentSometimes you may need to delete a document you requested to be e-signed.
How to prep a document with multiple options for e-signing (MPP form)mpp, e-signing prep,
E-signing PAD forms how toPAD form
The document I'm trying to upload into e-signing shows an error messagee-signing, upload error
How to find the authentication code or certificate for an e-signed document in Adobeauthentication code, e-sign, authentication certificate, Adobe
What are "smart submission notes", how to generate and FAQ'ssubmission notes, smart submission notes, re-generate, lender notes,
How to do a reverse mortgage on Finmoreverse, home equity, CHIP,
How to send docs to a lender (Strive) when submitting a dealdocument submission, lender documents, Strive,
How to prepare and submit a home equity flexline to TD Canada TrustFlex line, TD, Heloc, home equity,
How to add funding and interest adjustment dates to a submissioncompliance, funding date, interest adjustment, mortgage details
How to add fees and/or insurance sales tax to the mortgage details in a deal
Watch submit direct to lenders video
How to submit directly to a lenderFAQ, submit direct, lenders, agent on the deal,
How to set-up your Submission profile to submit direct to lendersself set up, submission set up, onboarding
How to complete Commission Record Sheets for payrollCommission record sheet
Submission Agents - FAQ's: How to add, edit, delete and managesubmission agent, faq,
Submit to lender tips and FAQ'sFaq's, tips and tricks
What is validation and how do you fix validation alerts?validation when submitting to lenders, how to fix validation alerts
How to complete an application as a borrowerA tutorial for borrowers to help them fill out their mortgage application online.
How to upload documents as a borrowerIf you have received a document request from your mortgage professional, here's how you upload those requested documents and submit them.
How to reset a borrower's passwordIf the borrower has forgotten their password, you or the borrower can reset this.
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
How to set up a compliance managercompliance manager set up, admin set up, permissions
How to do Multi-component mortgages and disclosure documentsmulti-component, compliance, disclosure
How to obtain an MPP formMPP, mpp link, compliance
How to push a submitted application to Filogix for payroll and compliancepayroll, compliance, track finmo deal ID in filogix, mpp
How to upload required documents, generate documents, mpp form and add mortgage details for complianceupload required compliance docs, generate compliance docs, edit mortgage details, mpp
How to manage compliance settings and documentscompliance docs, compliance settings, generating compliance docs, archive compliance docs