Learn how to
optimize Finmo
optimize Finmo
With Finmo's automated document collection and lender products comparison you can save hours of your day when underwriting a deal.
Book a FREE training today.
Book a FREE training today.
Reserve your seat for these upcoming trainings
Not a Finmo user yet? Request a demo to discover how Finmo can fit in with your core business strategy.
Module 1
Finmo Walkthrough & Best Practices
45 min
What we will cover:
- How to easily underwrite and review a file
- How to build quick product comparisons
to present to your client - How to analyze rental income on subject
& non-subject properties - How to quickly set up your favourite lenders
- Smart Submission notes & Submission
- Quick compliance & e-signing walkthrough
Module 4
Lender Spotlight Walkthrough
30 min
What we will cover:
- Lender Spotlight seamless integration with Finmo
- How to select the best rate for your deals
- Dynamic filtering options to refine your search results based on specific criteria such as loan type, term, or interest rate.
- How to compare rates from various lenders and share branded reports with your clients