Finmo manages the end to end mortgage process.

Finmo

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

OneDrive

Finmo Connect

Anytime an application submitted by borrower is created in Finmo, find or create contact in Microsoft Outlook, find or create contact in Microsoft Outlook, etc.

Copy: App Submitted = Onedrive folders

“Anytime an application submitted by borrower is created in Finmo, find or create contact in Microsoft Outlook, find or create contact in Microsoft Outlook, etc.”

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This Zap works in 5 steps …

Anytime an application submitted by borrower is created in Finmo

Find or create contact in Microsoft Outlook

Find or create contact in Microsoft Outlook

Create folder in OneDrive

Create folder in OneDrive

This Zap uses the following 3 apps

Finmo

Microsoft Outlook

OneDrive

More ways to use these popular apps!