From Finmo's automated document collection, to earning compensation with insurance, to searching policies on Lender Spotlight. Book a FREE training today.
Your training path
Four sessions. One solidified workflow.
Module 1 · 45 min
Walkthrough
Underwrite, compare & submit a file end-to-end.
Module 2 · 60 min
Onboarding & team setup
Your team, branded and ready to work.
Module 3 · 30 min
CRM integrations
Connect your stack with Zaps & automations.
Finmo AI · 45 min
Advanced capabilities
Let AI verify docs and clear the busywork.
Result
An optimized workflow
Files move faster and deals close sooner.
Reserve your seat
Not a user yet? Book a call to discover how Lendesk's products can fit in with your core business strategy.
Finmo – Module 1 · 45 min
Walkthrough
Underwrite and review a file
Build product comparisons to present to your client
