Finmo + Google Drive
Create Google Drive folders from new applications are submitted by borrowers in Finmo
When a client submits an application in Finmo you can have this automation create a folder in Google Drive automatically. It is able to place it in the parent folder of your choice, thereby saving you important time as you work through your mortgage files.
When a client submits an application in Finmo you can have this automation create a folder in Google Drive automatically. It is able to place it in the parent folder of your choice, thereby saving you important time as you work through your mortgage files.
- 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 directly to a specific folder (but not its subfolders).
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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 ItDrive
Folder
Try It
