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.
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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
![Book this training](https://no-cache.hubspot.com/cta/default/7786787/0e72a699-3358-4f1f-9b69-987ebbf0f621.png)
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
![Book this training](https://no-cache.hubspot.com/cta/default/7786787/007171b6-f343-40bc-854f-1c7129c0cd4c.png)