1.Monitors application started
Integrate Finmo and loan processing systems to pass application fields forward and start the deal lookup process.
Update mortgage deal from application pending to lead
Automatically route application started events in Finmo across Finmo, Zapier Filter, Zoho CRM, and Gmail. Create and update deal stages when application started, pending stages are detected, or lead stage is setβso you can sync deal progress notes, notify brokers, and update application status without manual status updates.
How this automation moves deals to the lead stage
When application started events are missed, deal stages stay stuck and brokers cannot act fast enough. This automation captures Finmo application signals, finds and updates the matching Zoho CRM deal, appends progress notes, and notifies the brokerβso your team can move deals forward quickly.
Finmoor swap with your favorite app
2.Filters for qualifying borrowers
Integrate Filter by Zapier and data validation tools to continue only for active borrower records with required fields.
Filter by Zapieror swap with your favorite app
3.Finds matching deal record
Integrate Zoho CRM and CRM search tools to locate the correct Deals entry by borrower name and email.
Zoho CRMor swap with your favorite app
4.Updates deal stage to Lead
Integrate Zoho CRM and CRM note tools to append a progress note and set deal stage when pending is matched.
5.Sends broker notification email
Integrate Gmail and email templates to send a broker notification with deal and borrower contact details.
Gmailor swap with your favorite app
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Accelerate loan application processing with automated intake routing, document collection, and status updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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