Finmo – Module 1
Walkthrough
45 min
What we will cover:
- Underwrite and review a file
- Build product comparisons
to present to your client - Rental income on subject & non-subject properties
- Set up your favourite lenders
- Submission with Smart notes
- Compliance & e-signing
Finmo – Module 2
Onboarding & team setup
30 min
What we will cover:
- Your account setup & data
- Team branding
- Inviting team members
- Smart docs
- Compliance setup
- Submission details
- Notifications
- Other deal settings
Finmo – Module 3
Finmo & CRM Integrations
30 min
What we will cover:
- Finmo Integrations page
- Zapier.com introduction
- Integrated systems such as Blumortgage & Brokeredge
- Example of a set of ‘Zaps’
- The Client Experience timeline & make it yours
Prospr by Sun Life
Earning compensation with insurance
30 min
What we will cover:
- Options of insurance you can offer clients
- How to refer clients through Finmo or ReferLink
- How to leverage your network and past clients
- Email templates and documents to send to clients
- Understanding the status of your referrals
- Earning compensation
Lender Spotlight
Walkthrough
45 min
What we will cover:
- Dynamic filtering based on specific criteria such as loan type, term, or interest rate
- How to select the best rate for your deals
- How to leverage Scenarios, Lender Spotlight's add on product comparison tool with client reports
- How to use Lender Spotlight's AI assistant and search over 7,000 lender policies
- Integrate Lender Spotlight & Finmo (for Finmo users)
