Any.do Personal + Finmo
Create tasks in Any.do Personal for new Finmo borrower applications
Stay on top of your loan application tasks with this Finmo-Any.do Personal workflow. When a borrower submits an application in Finmo, it will instantly create a new task in Any.do Personal, helping you manage your workload and prioritize tasks efficiently. Keep your loan process organized and never miss an important step again.
Stay on top of your loan application tasks with this Finmo-Any.do Personal workflow. When a borrower submits an application in Finmo, it will instantly create a new task in Any.do Personal, helping you manage your workload and prioritize tasks efficiently. Keep your loan process organized and never miss an important step again.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Task
Creates a new task.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
