Dropbox + Finmo
Create folders in Dropbox for new Finmo borrower applications
Stay organized and streamline your loan processing workflow by automatically creating a folder in Dropbox whenever a new application is submitted by a borrower in Finmo. With this automation, you'll save time and ensure that all critical borrower information is stored securely in one centralized location, making document management more efficient.
Stay organized and streamline your loan processing workflow by automatically creating a folder in Dropbox whenever a new application is submitted by a borrower in Finmo. With this automation, you'll save time and ensure that all critical borrower information is stored securely in one centralized location, making document management more efficient.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
- Free forever for core features
- 14 day trial for premium features & apps
Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
