Finmo + Gmail
Send Gmail emails for new Finmo applications submitted by borrowers
When a borrower submits an application on Finmo you can automate an email to be sent with or without a short delay to your borrower(s). You are able to format the email however you wish to, so each client receives the same consistent service time and time again.
When a borrower submits an application on Finmo you can automate an email to be sent with or without a short delay to your borrower(s). You are able to format the email however you wish to, so each client receives the same consistent service time and time again.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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- 14 day trial for premium features & apps
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
