Create Google Sheets spreadsheet rows from new Finmo applications submitted by borrowers
When a borrower submits an application automatically populate a new row in your client spreadsheet. You are able to pull in a significant amount of data from Finmo to keep your client database up to date right as someone submits a deal.
When a borrower submits an application automatically populate a new row in your client spreadsheet. You are able to pull in a significant amount of data from Finmo to keep your client database up to date right as someone submits a deal.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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 ItNo Team Drive
SpreadsheetRequired
WorksheetRequired
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