Finmo manages the end to end mortgage process.

Finmo

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.

Google Tasks

Underwriter Team

Anytime a deal note created is created in Finmo, it will be added to our tracking sheet for everyone to see, also creates a google task for myself to view

Finmo Deal Note Created to Spreadsheet for tracking

“Anytime a deal note created is created in Finmo, it will be added to our tracking sheet for everyone to see, also creates a google task for myself to view”

Trusted at companies large and small

This Zap works in 4 steps …

Anytime a deal note created is created in Your App

Lookup spreadsheet row in Google Sheets

Update spreadsheet row in Google Sheets

Create task in Your App

This Zap uses the following 3 apps

Finmo

Google Sheets

Google Tasks

More ways to use these popular apps!