Any.do Personal + Finmo

Any.do Personal + Finmo integrations

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.

When this happens...
Application Submitted by BorrowerTriggers when a borrower submits the application.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Finmo and Any.do Personal

Discover other triggers and actions you can use with Finmo and Any.do Personal

Update Borrower Email
Triggers when there is a change to the borrower emails.
Trigger
Instant
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Borrower User Created
Triggers when a new borrower user is created by the broker.
Trigger
Instant
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Deal Note Created
Triggers when a new deal note is added in your team.
Trigger
Instant
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Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Trigger
Instant
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Application Submitted by Borrower
Triggers when a borrower submits the application.
Trigger
Instant
Try It

- List
Trigger
Polling
Try It
- List Name
  Required
Action
Write

- Task
  Required
- Title
- Status
Action
Write
- Title
  Required
- List
  Required
- Due Date
- Set Reminder?
- Note
Action
Search or write

Update Deal Status
Triggers when there is a change to the status of a deal.
Trigger
Instant
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Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Trigger
Instant
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Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Trigger
Instant
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Lender Response Received
Triggers when a lender response is received.
Trigger
Instant
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Update Document Request Status
Triggers when there is activity on a document request.
Trigger
Instant
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- List
  Required
Trigger
Polling
Try It
- List
  Required
- Title
  Required
- Due Date
- Set Reminder?
- Note
Action
Write
- Task title
  Required
Action
Search

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.

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Related categories

Task Management

About Finmo

Finmo manages the end to end mortgage process.

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Related categories

CRM (Customer Relationship Management)

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