Settings

Manage your MortgageFlow configuration and preferences

Quick Start
Configure your FINMO API credentials, customize document naming templates, and manage your processed documents all in one place.
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Broker Profile
Manage your brokerage affiliation, license number, and provincial licensing.
  • Brokerage selection
  • License number
  • Provincial licensing
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FINMO Settings
Configure your FINMO API connection, environment selection, and authentication tokens.
  • Production & Staging environments
  • API token management
  • Connection validation
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Document Naming
Create and manage custom document naming templates with drag-and-drop variables.
  • Custom template sets
  • Variable-based naming
  • Live preview
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Document Revert
Return processed documents back to their original state in FINMO applications.
  • Bulk revert operations
  • Application-level control
  • Document-level selection
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Document Management
View and manage all processed documents across applications.
  • Document history
  • Search and filter
  • Bulk operations