How-to's and Tutorials
Learn to use Finmo
Start a loan and collect an application
Loan information section: Definitions and auto calculations
Edit a borrower's application
Delete a borrower from an application
Grant and revoke a borrowers’ editing access to an application
Invite multiple borrowers to a loan
Copy a loan to bring information from a previous client's application into a new one
Generate a 1003 (PDF) and MISMO (XML) document
Generate a Pre-Approval Letter
Generate a Fee Worksheet
Change the status of a loan and status definitions
DTI / LTV / FICO: Color-coded ranges
definitions
Track and manage TRID
How to merge loan applications
How to add or remove a loan officer from a loan
How to archive or unarchive a loan