Finmo + monday.com
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.
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.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Item
Create a new Item in a board
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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 ItBoard IDRequired
Try It
About Finmo
Finmo manages the end to end mortgage process.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
