1.Detect application submitted
Integrate Finmo and finance intake tools to detect new applications submitted for loan processing.
Create CRM contact and deal from loan application
Automatically monitor loan application submissions across Finmo and mortgage tooling. Create and connect CRM contacts, deals, and underwriting folders when applications submitβso you can update intake, collect documents, and track follow-up without manual paperwork.
How this automation accelerates underwriting-ready loan records
When loan applications are submitted, delays can stall underwriting and cause follow-up gaps. This automation creates deduplicated contacts, builds deals, and links document folders plus underwriting templatesβso your team can act faster with complete records.
Finmoor swap with your favorite app
2.Find or create person
Integrate Pipedrive and CRM data tools to search or create a borrower contact by exact email.
Pipedriveor swap with your favorite app
3.Find or create deal
Integrate Pipedrive and deal tracking tools to match or create a deal and map application fields.
4.Update deal metadata
Integrate Pipedrive and task tools to set intake stage, pin a status note, and create underwriting follow-up.
5.Link underwriting template
Integrate Google Drive and spreadsheet templates to find the underwriting template and return a link for the deal.
Google Driveor swap with your favorite app
6.Create borrower document folder
Integrate Dropbox and file storage tools to create a borrower folder and link it for document collection.
Dropboxor swap with your favorite app
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Explore all loan application processing automations
Accelerate loan application processing with automated intake routing, document collection, and status updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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