Finmo

Finmo Integrations

A mortgage process management software

How to integrate with Finmo?

You can integrate with Finmo using 3 automation platforms such as Zapier, Integrately or Pipedream.

Top Finmo integrations

The most popular Finmo integrations are Delay, Follow Up Boss, monday.com, Gmail and Any.do. Below you can explore a list of popular 21 tools that integrate with Finmo.

Automation platforms that support Finmo

Finmo is supported by 3 workflow automation platforms. Automation platforms allow you to integrate Finmo with many other SaaS applications without developing connectors and dealing with APIs.

Use Zapier or Integrately no-code automation platforms to visually design and build your Finmo workflows.

Finmo is supported by a low-code automation platform - Pipedream. Low-code systems are less restrictive, but have a slightly steeper learning curve and may require you to understand the code.

Below we have listed 3 automation platforms that support Finmo.

Supported Finmo Triggers and Actions

We have collected all Finmo triggers and actions that you can use to build your workflow.

Below you can find 15 triggers and from 3 integration services.

  • Finmo

    Application submitted by borrower

    Triggers when a borrower submits the application.

    zapier
    triggerbyzapier
  • Finmo

    Application started

    Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.

    zapier
    triggerbyzapier
  • Finmo

    Deal note created

    Triggers when a new deal note is added in your team.

    zapier
    triggerbyzapier
  • Finmo

    Deal submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    zapier
    triggerbyzapier
  • Finmo

    Update document request status

    Triggers when there is activity on a document request.

    zapier
    triggerbyzapier
  • Finmo

    Lender response received

    Triggers when a lender response is received.

    zapier
    triggerbyzapier

    Popular Finmo Automation Workflows

    We found for you the most popular automation templates where Finmo is used.

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