How-tos and tutorials

How to do anything in Finmo!

Carter Zimmerman avatar Alex Wilkinson avatar Marnie George avatar +2
69 articles in this collection
Written by Carter Zimmerman, Alex Wilkinson, Marnie George and 2 others
Deals

How to create a deal and collect an application

How to start a new deal and invite a borrower to complete an application
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

How to invite an existing borrower to a deal

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

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

Application locking and unlocking
Marnie George avatar
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.
Marnie George avatar
Written by Marnie George
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.
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 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.
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 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 automatically assign a team member to new deals

You can automatically assign new deals to a specific team member or multiple team members.
Marnie George avatar
Written by Marnie George
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 this week

How to archive ("delete") old or stale deals

Keep your deal table neat and tidy by archiving old deals!
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Written by Marnie George
Updated over a week ago

How to edit a borrower's application

How to add details on a borrower's application, manage relationships and add a second borrower
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".
Alex Wilkinson avatar
Written by Alex Wilkinson
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.
Marnie George avatar
Written by Marnie George
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.
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Written by Marnie George
Updated over a week ago
Document collection

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 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 this week

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 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.
Alex Wilkinson avatar
Written by Alex Wilkinson
Updated over a week ago

How to request documents from multiple borrowers

Finmo can request borrowers upload documentation either manually or automatically.
Marnie George avatar
Written by Marnie George
Updated in the last hour

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 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.
Carter Zimmerman avatar
Written by Carter Zimmerman
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 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 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

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 request a document from your borrower

By requesting documents through Finmo, you give the borrower one simple place to upload their documents.
Marnie George avatar
Written by Marnie George
Updated over a week ago

How to Delete, Hide or Archive Documents

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