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How-to's and Tutorials

How-to's and Tutorials

How to do anything in Finmo!

129 articles
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Written by Marnie George, Joe Tomkins, Carter Zimmerman and 1 other

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

2 articles
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Written by Christina and Marnie George

Getting started

3 articles
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Written by Marnie George

Personal settings (your account settings)

4 articles
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Written by Marnie George

Team settings

7 articles
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Written by Marnie George

Deals

34 articles
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Written by Marnie George

Document collection

16 articles
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Written by Marnie George and Carter Zimmerman

Lead Generation (Affordability calculator funnels)

2 articles
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Written by Marnie George

Integrations (Finmo Connect)

8 articles
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Written by Marnie George, Joe Tomkins and Carter Zimmerman

Finmo Pro billing/subscription

4 articles
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Written by Marnie George

E-signing

11 articles
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Written by Marnie George and Joe Tomkins

Filogix Expert

3 articles
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Written by Marnie George

Submitting to Lender

13 articles
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Written by Marnie George and Joe Tomkins

Equifax credit bureaus

1 article
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Written by Marnie George

From the borrower's perspective

4 articles
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Written by Marnie George

Security

1 article
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Written by Marnie George

Other

4 articles
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Written by Marnie George

Co-brokering a deal

1 article
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Written by Marnie George

Reports and Analytics

2 articles
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Written by Marnie George

Compliance

6 articles
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Written by Marnie George

Brokerage Control Centre

3 articles
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Written by Marnie George
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