There are three primary ways to collect an application in Finmo, starting a loan for your borrower yourself or you can use your personal or team link.
Start a loan for a borrower and invite them to the application
1. Click the "handshake icon" on the left menu to access your loan dashboard.
2. Start the application by selecting "+ New Loan"at the top of the dashboard.
3. Fill in the details then invite the borrower to finish the rest (or complete it yourself).
4. If you choose to invite the borrower to the application, they will receive an invitation to create an account and be given access to the application.
Use your personal application link to allow borrowers to start an application on their own
Copy your personal application link and send it to the borrower to complete the application on their own. Paste it into your email signature, or add it to your website or social media. When a borrower starts an application using this link a loan is created and automatically assigned to you.
Click on your picture or initials on the left menu and select "Copy personal app link".
Note: If you are the sole Loan Officer on your team in Finmo you can choose to use the team link instead of the personal link as all loans would be assigned to you automatically. The personal application link is used when there are multiple Loan Officers on one team.
Use your team application link to allow borrowers to start an application on their own
Copy your team application link and send this to the borrower to complete the application on their own. You can also paste this link into your email signature, your website or on social media. This option is similar to the personal link above however the difference here is that the loan won't automatically be assigned to you unless you've configured Finmo to assign team loans to you in the Loan Settings.
Click on your picture or initials on the left menu and select "Copy team app link".
Import an existing loan
1. Click the handshake icon in the left menu to access your Loan Dashboard.
2. Select "Import MISMO 3.4" at the top of the page.
3. Drag and drop your XML file into the designated area, or click "Choose a file" to select it from your computer.
4. Once the file is uploaded, click "Continue with Import" to proceed.
Should you have any questions please click on the chat button or email supportus@lendesk.com