Finmo + Mailchimp
Send Mailchimp campaigns for Finmo new deals submitted
When a broker/agent submits a deal to a lender you can automate your Mailchimp campaign for 'deal submitted' every time this happens. This will help save you time and make more money.
When a broker/agent submits a deal to a lender you can automate your Mailchimp campaign for 'deal submitted' every time this happens. This will help save you time and make more money.
- When this happens...Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
- automatically do this!Send Campaign
Sends a campaign to all subscribers in an audience, segment, or tag.
- 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
