Finmo + Microsoft Outlook
Send emails in Microsoft Outlook for new applications submitted by borrower in Finmo
Improve your loan processing efficiencies with this streamlined workflow. When a borrower submits an application in the Finmo app, an email is seamlessly sent from your Microsoft Outlook app, ensuring swift communication and speeding up loan approval processes. This automation provides a valuable solution to keep all parties informed promptly, thus enhancing the customer service experience.
Improve your loan processing efficiencies with this streamlined workflow. When a borrower submits an application in the Finmo app, an email is seamlessly sent from your Microsoft Outlook app, ensuring swift communication and speeding up loan approval processes. This automation provides a valuable solution to keep all parties informed promptly, thus enhancing the customer service experience.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Send Email
Send an email from your Outlook account.
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Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItUpdate Document Request Status
Triggers when there is activity on a document request.
Try ItParent FolderRequired
Child Folder
Try It
