Finmo + IXACT Contact CRM
Start new Finmo applications and create leads in IXACT Contact CRM
Boost your efficiency within the Finmo platform by automating lead generation in the IXACT Contact CRM system. When an application has started in Finmo, this workflow promptly creates a new lead in IXACT, streamlining your client management efforts and saving you time. This process makes managing potential clients easier, keeping your tasks at top speed and your CRM up-to-date.
Boost your efficiency within the Finmo platform by automating lead generation in the IXACT Contact CRM system. When an application has started in Finmo, this workflow promptly creates a new lead in IXACT, streamlining your client management efforts and saving you time. This process makes managing potential clients easier, keeping your tasks at top speed and your CRM up-to-date.
- When this happens...Application Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
- automatically do this!Create Lead
Create a new lead
- 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
