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 Borrower
Triggers when a borrower submits the application.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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