It's official! We're creating your account!

You're in! Next steps start now.

Grab a coffee—this little bit of work will save you hours as we handle all your account setup for you!

Onboarding Form

We’re excited to have you onboard! To seamlessly set up your The Mortgage Advisors account, please fill out this form with as much detail as possible. This allows us to handle critical behind-the-scenes work for you!

⚠️ Attention to detail is key—providing everything upfront avoids back and forth and ensures a smooth setup!

Full Name *

Phone *

Email *

Your time zone

I agree to terms & conditions provided by The Mortgage Advisors. By providing my phone number, I agree to receive text messages from the business.

Company Details

In this section, we’ll collect details like your title, brokerage, and contact information to personalize your email signatures, marketing materials, and account settings for a professional and consistent brand presence.

Your Company Name

Your Company Address

Title

Mortgage License #

Your Agent Website

Brokerage Name

Brokerage Address

Brokerage License #

Brokerage website

Tagline (Signature)

Brand

In this section, we’ll gather key brand details to customize your templates, website, funnels, and automations to match your business identity.

Providing this upfront ensures that emails, marketing, and client communications align with your brand—saving you time and creating a seamless experience.

🎥 Video: Choosing Primary, Dark & Light Colors

Dark Brand Colour

Primary Brand Colour

Light Brand Colour

Brand Signature CTA Font Colour

Brand Continued

To make your account truly yours, we need these files to personalize your profile, marketing materials, and website.

📌 Upload all files into a single Google Drive or cloud folder and share the link with us for easy access to all materials.

Provide us with the following:

Headshot / Profile Picture - (512px512px)
Business Logo - (100px50px)
Favicon Picture - (16px16px)
Brokerage Logo - (150px70px)
Website Contact Us Image - (320px400px)
Website About Image - (580px460px)

🎥 Watch this to learn more

Copy paste your folder link here:

📌 Kindly make it public or allow anyone to access the link so you can share it outside your organization.

Social Links

Share your social media profiles so we can integrate them into your email signature, website, funnels, and marketing materials for a cohesive brand presence.

Facebook URL

Instagram URL

TikTok URL

X (Twitter) URL

YouTube URL

LinkedIn URL

Important Links

This page gathers your mortgage application links to integrate into your website, email signature, and automations for a seamless client experience.

📌 Finmo Users: Provide your Finmo application link for easy client access.
📌 Non-Finmo Users: Submit your preferred application link.

🎥 Watch Video to Learn More

If no link is provided, clients won’t have a direct way to apply, potentially leading to lost opportunities!

Finmo Calculators

Finmo Application Link

Finmo Login Link

Finmo Pre-Approval Link

Finmo Purchase Link

Finmo Refinance Link

If you run into any issues, feel free to reach out to [email protected] — our team will be happy to assist you!