1.Monitor deal submitted in Finmo
Integrate Finmo to receive submission payloads for the trigger and centralize deal enrichment inputs.
Update deal records from new mortgage applications
Automatically enrich CRM deals across Finmo and Pipedrive when a deal submitted, loan details arrive, or a mortgage application is submitted—so you can update fields, add a note, and create follow-ups without manual paperwork. Create and update deal records when submissions land, metrics compute, and tasks need due dates—so you can accelerate review, reduce rework, and act on accurate LTV and rates without manual reporting.
How this automation enriches your loan deal records
When a deal is submitted in Finmo, delays can stall reviews and force manual data entry. This automation finds the matching Pipedrive deal, computes loan metrics, and updates the deal with notes and follow-ups—so your team can act on complete submission details.
Finmoor swap with your favorite app
2.Find deal by internal ID
Integrate Pipedrive and CRM deal lookups to find the existing deal and return the deal owner and identifier.
Pipedriveor swap with your favorite app
3.Compute loan metrics in Formatter
Integrate Formatter by Zapier and loan metrics calculators to compute LTV and convert term to years for CRM fields.
Formatter by Zapieror swap with your favorite app
4.Update deal with loan fields
Integrate Pipedrive and CRM field mapping to update lender, rate, value, closing date, and LTV on the deal.
5.Add pinned submission note
Integrate Pipedrive and note creation to post a compact submission summary on the deal.
6.Create follow-up task for broker
Integrate Pipedrive and task automation to create a broker-assigned follow-up with a subject and due date.
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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