Finmo + Jotform
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.
- When this happens...Application Submitted by BorrowerTriggers when a borrower submits the application.
- automatically do this!Create SubmissionGenerate a new submission for your form
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More things you can do with Finmo and Jotform
Discover other triggers and actions you can use with Finmo and Jotform
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
