Update LeadConnector contacts when new Finmo applications are submitted by borrowers
Ensure a seamless follow-up process whenever a borrower submits an application in the Finmo app. With this workflow, the borrower's information is instantly transferred to the LeadConnector app to add or update a contact, saving you valuable time and ensuring you never miss an opportunity to connect. Simplify your loan handling task with this efficient process.
Ensure a seamless follow-up process whenever a borrower submits an application in the Finmo app. With this workflow, the borrower's information is instantly transferred to the LeadConnector app to add or update a contact, saving you valuable time and ensuring you never miss an opportunity to connect. Simplify your loan handling task with this efficient process.
- When this happens...Application Submitted by BorrowerTriggers when a borrower submits the application. 
- automatically do this!Add/Update ContactAdds or updates an existing contact. 
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- Update Borrower Email- Triggers when there is a change to the borrower emails. Try It
- Borrower User Created- Triggers when a new borrower user is created by the broker. Try It
- Deal Note Created- Triggers when a new deal note is added in your team. Try It
- Deal 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 It
- Application Started- Triggers when a new deal is created by the broker or when a borrower signs up to start a new application. Try It
- Borrower User Credit Pulled- Triggers when a new borrower user has their credit pulled by the broker. Try It
- Lender Response Received- Triggers when a lender response is received. Try It







