New integration: Manage the mortgage process with Finmo

Hannah Herman
Hannah Herman / August 31, 2020
Finmo home page

Finmo is a CRM designed for managing the mortgage process from end to end. Whether you need to collect documents fast, collaborate on a tough application, or even hit a monthly sales target, Finmo offers a central place for mortgage professionals to do their work.

And now Finmo connects with Zapier, making it easier than ever to automate your CRM. Connect Finmo with 2,000+ other apps, like Salesforce, Google Drive, and Google Contacts. Zapier can automatically trigger workflows in other apps whenever there's a new application or deal started or submitted in Finmo or whenever a document request is updated or a deal note created.

How to automate Finmo with Zapier

  1. Sign up for a Finmo account, and make sure you have a Zapier account.

  2. Try some pre-made Finmo integrations, and learn more about how Finmo works with Zapier.

  3. Or log in and build a custom workflow with Finmo and Zapier.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Finmo with Zapier.

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Hannah Herman

About the Author

Hannah Herman is a tech writer and native New Yorker. She’s written extensively on automation, digital innovation, and the ethics of AI. When she’s not writing, she’s probably reading; her favorite book is Anna Karenina.