Finmo + Shape
Add records in Shape Software from new applications submitted by borrowers in Finmo
Use Shape Software to keep track of form applications submitted in Finmo. With this integration, all new applications submitted by borrowers in Finmo will automatically populate a corresponding record in Shape.
Use Shape Software to keep track of form applications submitted in Finmo. With this integration, all new applications submitted by borrowers in Finmo will automatically populate a corresponding record in Shape.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Record
Create a new record within the CRM
- 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
