Adopting Finmo is easier than you think

A short guide to understanding what you need to consider when switching your digital mortgage platform and adopting Finmo.

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Adopting Finmo as your digital mortgage platform

Changing your digital mortgage platform can seem like a daunting task, but adopting Finmo can be done with a few easy steps.

1. Sign up for Finmo

Upon sign up, you could send a client a personalized application link within minutes - it's that quick. But, below are some other steps you could do as part of the change management process.
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2. Determine if you'd like to bring previous data over

Would you like to migrate your data from your previous system? This step is optional, many brokers choose to just start fresh in Finmo. Here are some reasons you might want to migrate your data:

Repeat Business: If a client's previous application is already created elsewhere, it doesn't make sense to re-enter it into Finmo.

Reference: Ensure your data lives in one place to monitor for new opportunities or upcoming renewals.
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3. Easily import data into Finmo

Import up to a 1,000 records in minutes from Filogix to Finmo. It's that easy. Imported applications are clearly marked from import to ensure source is clear. You could do this yourself, or with one of our support staff.
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4. Determine Payroll

98% of the time, Finmo can accommodate any payroll arrangement. Transitioning from Filogix Expert is a non-issue. If you need the deal in Filogix Expert to get paid, we send it there at no cost, with the press of a button.
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5. Quickly Get the Basics Set Up

Once you sign up, you'll get taken to your onboarding checklist - with 4 items to do for set up. Input details like your Filogix Expert profile number, broker license number, Filogix Expert firm code, brokerage address, Equifax member code and Equifax security code.
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6. Non Essential Finmo Setup at your pace

These are not blockers to start, but include items like adding your brokerage logos.
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7. Specialist Support

While onboarding, you will have access to trainings with a dedicated onboarding specialist. As well, you can always use Finmo's chat to speak to a live customer agent - with typical response times of 2 minutes during business hours.
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Finmo is fast and easy to learn, but don’t just take our word for it. Book a demo today and see it first hand.
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Offer the Best Borrower Experience

Offer the digital mortgage experience your clients are looking for. Borrowers love being able to use Finmo how they want, when they want.

  • Borrower facing application and support available in both English and French
  • Mobile friendly application that borrowers can use anywhere – laptop, mobile phone or tablet
  • Easily upload documentation
  • Send updates via SMS
  • Simple E-signing
Reduce Admin Work with Productivity Tools
Build your dream workflow by intelligently connecting Finmo to more than 2,000 popular apps, such as Google sheets or Zoho.
  • Manage Team Access and Permissions
  • Leverage Equifax integration to pull credit with a simple click of a button. Includes instant GDS and TDS calculations and updates.
  • Connect to any CRM or software
  • Mobile friendly platform
  • Automatically request documentation
  • Set auto reminders for clients
  • Unlimited E-signature requests
  • Get updates via SMS
  • Priority live chat / phone support
Select and Present Lender Products
Through Finmo's Lender Spotlight integration, select and recommend lender products with confidence. With the click of a button, Finmo will search Lender Spotlight's database of thousands of lender rates and policies to suggest products specific to certain application criteria. Learn more about Lender Spotlight
  • Application specific lender product recommendations
  • Access to over 3,000 Lender Policies and Guidelines
  • 16 Advanced Filters to narrow search results
  • Branded PDF reporting capabilities to share side by side comparisons to borrowers
Lender Submission, Upgraded
With Finmo's Lender Connect, confidently submit directly to a network of over 260 lenders. 
  • Submit Directly to over 260 Lenders
  • Compliance Manager: Compliance checklist that automatically populates
Increase Leads and Referrals
Increase your market share by tapping into online advertising. Finmo offers world-class marketing funnels right out of the box.
  • Customize your borrower facing materials, including application links, with your branding
  • Trackable application links so you can manage your referral business
  • Branded affordability calculators
  • Marketing analytics integrations
  • Removal of "Powered by Finmo" in email footers
Security
Finmo puts security first with features such as two factor authentication. We keep yours, and your clients data, completely secure.
  • Secure application and document intake
  • Secure deal submission
  • Two factor authentication