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

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

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Finmo Connect

Anytime a deal submitted is created in Finmo, create spreadsheet row in Google Sheets, send email in Gmail, etc.

Life Insurance Follow up Zap

“Anytime a deal submitted is created in Finmo, create spreadsheet row in Google Sheets, send email in Gmail, etc.”

Trusted at companies large and small

This Zap works in 5 steps …

Anytime a deal submitted is created in Your App

Create spreadsheet row in Google Sheets

Send email in Gmail

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Create draft in Gmail

This Zap uses the following 4 apps

Finmo

Google Sheets

Gmail

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More ways to use these popular apps!