Compliance Doc Headers

Getting caught in a compliance audit with incorrect information is stressful and costly.

That’s why Finmo now gives brokerage admins full control over compliance headers—so you can have peace of mind knowing documents are always accurate and consistent.

Here’s what’s new:

• Set compliance headers at the brokerage level, ensuring consistency across the organization
• Create headers by province, with the right license number, brokerage details, address, and logo
• Finmo will apply the correct header based on the subject property’s location

👉 Watch a quick video walkthrough

👉 Read the full help article