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Getting set up on Finmo
Follow our quick-start video and checklist to get up and running with Finmo—no guesswork needed.
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Filogix deal importer
Use the Filogix Deal Importer to bring in up to 1,000 deals at once, assign them to team members, and save time on repeat business.
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Creating a deal in Finmo
Start from scratch or use personalized links to receive pre-filled applications directly from clients or partners.