1.Captures submitted application payload
Integrate Finmo and data capture tools to capture the application submission payload and external deal identifier.
Update CRM deal from submitted mortgage application instantly
Automatically capture deal submissions across Finmo and route the payload into HubSpot. Create and update when application submitted, borrower email captured, or external deal ID receivedβso you can match contacts, update deal records, and keep loan details current without manual data entry.
How this automation keeps your CRM deal data current
When loan applications arrive as scattered submission payloads, deal context goes stale and underwriting delays pile up. This automation captures the Finmo application event, then finds matching HubSpot contact and deal records and updates the deal fields so teams can work from the latest details.
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2.Waits 1 minute before lookups
Integrate Delay by Zapier and timing controls to pause briefly before lookups.
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3.Finds contact by email
Integrate HubSpot and CRM lookup tools to find the contact by borrower email from the submission.
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4.Finds deal by external ID
Integrate HubSpot and CRM lookup tools to find the deal by the Finmo external deal identifier.
5.Updates deal record fields
Integrate HubSpot and CRM field mapping tools to update loan amount, rate, term, and deal stage values.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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