Finmo + Shape
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.
- When this happens...Application Submitted by BorrowerTriggers when a borrower submits the application.
- automatically do this!Create RecordCreate a new record within the CRM
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More things you can do with Finmo and Shape
Discover other triggers and actions you can use with Finmo and Shape
- Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItTriggerInstant - Borrower User Created
Triggers when a new borrower user is created by the broker.
Try ItTriggerInstant - Deal Note Created
Triggers when a new deal note is added in your team.
Try ItTriggerInstant - Deal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try ItTriggerInstant
- Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItTriggerInstant - Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItTriggerInstant - Borrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItTriggerInstant - Lender Response Received
Triggers when a lender response is received.
Try ItTriggerInstant
