Finmo + monday.com
Create monday.com items from new Finmo applications submitted by borrowers
When a borrower submits an application in Finmo you can automate the creation of an item in monday.com. You will be able to populate the item with significant data from within the Finmo deal.
When a borrower submits an application in Finmo you can automate the creation of an item in monday.com. You will be able to populate the item with significant data from within the Finmo deal.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Create Item
Create a new Item in a board
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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
