Finmo + Jotform
Create new Jotform submissions from new Finmo applications
Manage your financial workflow more efficiently with this handy automation. Once a borrower submits an application in Finmo, it instantly creates a submission in Jotform. This streamlined process reduces the need for manual data entry, saving your time and minimizing any potential errors in your loan application process.
Manage your financial workflow more efficiently with this handy automation. Once a borrower submits an application in Finmo, it instantly creates a submission in Jotform. This streamlined process reduces the need for manual data entry, saving your time and minimizing any potential errors in your loan application process.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Submission
Generate a new submission for your form
- Free forever for core features
- 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
