Finmo + Shape
Add records in Shape Software from new applications submitted by borrowers in Finmo
Use Shape Software to keep track of form applications submitted in Finmo. With this integration, all new applications submitted by borrowers in Finmo will automatically populate a corresponding record in Shape.
Use Shape Software to keep track of form applications submitted in Finmo. With this integration, all new applications submitted by borrowers in Finmo will automatically populate a corresponding record in Shape.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Record
Create a new record within the CRM
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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 ItRecord IDRequired
First Name
Last Name
Phone Number
Email Address
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 Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.