Add new Finmo borrower applications to a BombBomb.com contact list
Streamline your financial loan process with this swift automation. When a borrower submits an application in Finmo, it will instantly add their contact details to a specific list in BombBomb.com. This smooth workflow helps you save time, ensures efficient contact management and fosters prompt communication, enhancing your borrower's experience.
Streamline your financial loan process with this swift automation. When a borrower submits an application in Finmo, it will instantly add their contact details to a specific list in BombBomb.com. This smooth workflow helps you save time, ensures efficient contact management and fosters prompt communication, enhancing your borrower's experience.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Add Contact To List
Add a contact into a list. Will create a contact if one doesn't exist.
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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