What is Finmo Pro and how to use it

Document collection, smart document automation, lead generation, and other "how-tos"

Carter Zimmerman avatar Marnie George avatar
20 articles in this collection
Written by Carter Zimmerman and Marnie George
Document collection: managing, requesting, and packaging for the lender

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 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

PDF conversion and packaging documents for the lender and how to archive requests.
Carter Zimmerman avatar
Written by Carter Zimmerman
Updated over a week ago

How to upload documents a borrower sends you outside of the portal

Uploading, viewing, hiding and downloading documents to pdfs
Marnie George avatar
Written by Marnie George
Updated over a week ago

How to hide an upload to better organize your documents

If a borrower uploads an incorrect file, simply hide it. For compliance, we don't 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 collect *only* documents for a deal in Finmo (you don't need the application).

Using Finmo only for document collection (you already have the application).
Marnie George avatar
Written by Marnie George
Updated over a week ago

What does the borrower see when I request a document and update them?

Review the interface a borrower uses to upload documents
Carter Zimmerman avatar
Written by Carter Zimmerman
Updated over a week ago