Dropbox + Finmo
Create folders in Dropbox for new Finmo borrower applications
Stay organized and streamline your loan processing workflow by automatically creating a folder in Dropbox whenever a new application is submitted by a borrower in Finmo. With this automation, you'll save time and ensure that all critical borrower information is stored securely in one centralized location, making document management more efficient.
Stay organized and streamline your loan processing workflow by automatically creating a folder in Dropbox whenever a new application is submitted by a borrower in Finmo. With this automation, you'll save time and ensure that all critical borrower information is stored securely in one centralized location, making document management more efficient.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
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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.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItUpdate Document Request Status
Triggers when there is activity on a document request.
Try ItSpace
FolderRequired
Include files in subfolders?
Include file contents?
Try It
