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Finmo + monday.com

Finmo + monday.com

Finmo + monday.com integrations

Create monday.com items from new Finmo applications submitted by borrowers

When a borrower submits an application in Finmo you can automate the creation of an item in monday.com. You will be able to populate the item with significant data from within the Finmo deal.

  1. When this happens...
    Application Submitted by Borrower
    Application Submitted by Borrower
    Application Submitted by BorrowerTriggers when a borrower submits the application.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemCreate a new Item in a board
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More things you can do with Finmo and monday.com

Discover other triggers and actions you can use with Finmo and monday.com

  • Finmo triggers, actions, and search
    Update Borrower Email

    Triggers when there is a change to the borrower emails.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Borrower User Created

    Triggers when a new borrower user is created by the broker.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Deal Note Created

    Triggers when a new deal note is added in your team.

    Trigger
    Instant
    Try It
  • Finmo triggers, actions, and search
    Deal Submitted

    Triggers when the deal is pushed to expert or submitted to a lender.

    Trigger
    Instant
    Try It
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About Finmo
Finmo manages the end to end mortgage process.
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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Related Zap Templates

  • Create items in monday.com when new applications start in Finmo