Microsoft Excel + Finmo
Start adding rows in Microsoft Excel when new applications start in Finmo
Start your work in the Finmo app smoothly and ensure your data gets stored promptly on Microsoft Excel. With this workflow, each time you begin an application in Finmo, a new row is created in your preferred Excel spreadsheet. This simplifies your record-keeping process, allowing you to focus more on your financial tasks without worrying about manually adding data to Excel.
Start your work in the Finmo app smoothly and ensure your data gets stored promptly on Microsoft Excel. With this workflow, each time you begin an application in Finmo, a new row is created in your preferred Excel spreadsheet. This simplifies your record-keeping process, allowing you to focus more on your financial tasks without worrying about manually adding data to Excel.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
