1.Captures new application submission
Integrate Finmo and onboarding data tools to capture submission details, so you can prepare deal and contact updates.
Update mortgage deal from borrower application in CRM
Automatically monitor application submissions across Finmo and Zoho CRM. Pushes deal updates and contact context when applications arrive or link submission details to deals so reps can follow up fast and accurately without manual data entry.
How this automation updates your mortgage deal context
When applications arrive in Finmo but deal and contact records stay out of date, follow-up slows and context is missed. This automation captures submissions and updates Zoho CRM contacts and mortgage dealsβso your team can respond with accurate application details.
Finmoor swap with your favorite app
2.Finds or creates contact record
Integrate Zoho CRM and customer data tools to map borrower fields, so you can keep contact context current.
Zoho CRMor swap with your favorite app
3.Finds or creates mortgage deal
Integrate Zoho CRM and deal tracking tools to match by external application id, so you can create deals when needed.
4.Updates deal application fields
Integrate Zoho CRM and workflow configuration tools to set application link and timestamp, so you can reflect new applications quickly.
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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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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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