Finmo manages the end to end mortgage process.

Finmo

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Dropbox

Box lets you keep all your businesses files in one place for simple online collaboration.

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

OneDrive

SugarSync is an easy-to-use file sharing, online backup and cloud storage service you can use to sync music, photos and files across any device. Sync just a few folders or all of your folders. Collaborate on team projects, distribute view-only files, or post links to documents on the web.

SugarSync

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive will keep all your files organized and up to date, and with Zapier, you can connect Google Drive to all your other apps. Send notifications, create and update documents, and share files without even opening Google Drive. Use Zapier to make Google Drive even more powerful by automatically managing your files—making sure they’re right where you need them, when you need them.

Here are some creative ways to use Google Drive with Zapier:

Save all your Gmail attachments without having to download them yourself. Zapier will add files to Google Drive in the folder of your choice.

Stay up to date on file sharing while working in Slack. Whenever a specific Drive folder receives a file, you’ll get an Slack notification. 

Organize meeting notes for new clients. When you create a new Trello card, Zapier will search for specific files in Google Drive and attach them to that card.

Google Drive

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.

Finmo

Google Drive

Finmo

Google Drive

Create Google Drive folders from new applications are submitted by borrowers in Finmo

Send emails in Gmail for new applications submitted by borrowers in Finmo

Connect Finmo + Google Drive in Minutes

All Triggers & Actions

Connect the apps you use every day