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How-to's and Tutorials
How to do anything in Finmo!
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119 articles in this collection
Written by
Carter Zimmerman,
Marnie George,
Siobhan Baker
and 2 others
Featured: How to use Lender Connect (Finmo's lender submission tools)
FAQs on submitting direct to lender on Finmo's Lender Connect
Everything you need to know about submitting directly on Finmo, using Lender Connect. Including, how it compares to Filogix Expert.
C
Written by
Christina
Updated over a week ago
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
Getting started
How to log into Finmo
It all starts with logging into your new Finmo account!
Written by
Marnie George
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 reset your password
It's easy to reset or change your Finmo account password.
Written by
Siobhan Baker
Updated over a week ago
Personal settings (your account settings)
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
Team settings
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 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 manage roles and permissions on a team
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 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
Deals
Submission status: How to change and definitions
status change, cancel, funded,
Written by
Marnie George
Updated over a week ago
How to manually send consent for e-signing
application by phone, compliance, consent
Written by
Marnie George
Updated over a week ago
How to do rental income adjustments/offsets for subject and non subject properties
rental, income, adjustment, rental offset
Written by
Marnie George
Updated over a week ago
How to do mortgage scenarios in Finmo
scenarios, mortage details, gds/tds
Written by
Marnie George
Updated over a week ago
Pre-approvals
pre-approvals, video,
Written by
Marnie George
Updated over a week ago
GDS/TDS Faq's
GDS/TDS calculations and settings, occupancy issue in Filogix, editing rates, amortization period, LTV, rental offsets
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 copy over from their existing deal
Written by
Marnie George
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 (main) borrower
Switch a primary or main borrower to a co-borrower on an application
Written by
Marnie George
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 borrower from a deal
hide borrower, unhide borrower
Written by
Marnie George
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
Document collection
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 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
Marnie George
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
Lead Generation (Affordability calculator funnels)
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 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
Integrations (Finmo Connect)
How to automate your CRM & follow up after an application is received
automate, CRM,
Written by
Marnie George
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
Finmo Pro billing/subscription
How to pay your monthly Legacy Finmo Pro subscription
credit card, legacy Pro, billing
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
E-signing
How to validate a signature in the E-signing certificate panel
e-sign validation, validation issues, signing panel
Written by
Marnie George
Updated over a week ago
Finmo E-Sign Partner OneSpan & Scotiabank
E-signing authentication and approval by Scotiabank, signature requirements
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
Filogix Expert
How to import deals from Filogix, how to's and faq's
csv files, import Expert, faqs
Written by
Marnie George
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
Submitting to Lender
What are "smart submission notes", how to generate and FAQ's
submission notes, smart submission notes, re-generate, lender notes,
Written by
Marnie George
Updated over a week ago
How to prepare and submit a home equity flexline to TD Canada Trust
Flex line, TD, Heloc, home equity,
Written by
Marnie George
Updated over a week ago
How to add funding and interest adjustment dates to a submission
compliance, funding date, interest adjustment, mortgage details
Written by
Marnie George
Updated over a week ago
How to add fees and/or insurance sales tax to the mortgage details in a deal
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 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 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
Equifax credit bureaus
How to pull credit in Finmo, FAQ's, and set-up
pulling credit, equifax, member code authorization, liabilities, edit, delete, faq's, bureau
Written by
Marnie George
Updated over a week ago
From the borrower's perspective
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
Security
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
Other
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
cancellation, subscription
Written by
Marnie George
Updated over a week ago
Co-brokering a deal
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
Reports and Analytics
How to access reports and analytics (team admins only)
analytics section, report, reporting
Written by
Marnie George
Updated over a week ago
Compliance
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 do Multi-component mortgage disclosure documents
multi-component, compliance, disclosure
Written by
Marnie George
Updated over a week ago
How to obtain an MPP form
MPP, mpp link, compliance
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, mpp
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
Brokerage Control Centre
Brokerage Control Centre - Faq's and how-tos
brokerage admin, control centre, FAQ, organization set up, submission agents, equifax credentials
Written by
Marnie George
Updated over a week ago