Finmo manages the end to end mortgage process.

Finmo

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Google Drive

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

Google Sheets

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Google Contacts

Finmo Connect

Anytime an application submitted by borrower is created in Finmo, lookup spreadsheet row in Google Sheets, update spreadsheet row in Google Sheets, etc.

Submitted by Borrower = update spreadsheet + contacts

“Anytime an application submitted by borrower is created in Finmo, lookup spreadsheet row in Google Sheets, update spreadsheet row in Google Sheets, etc.”

Trusted at companies large and small

This Zap works in 5 steps …

Anytime an application submitted by borrower is created in Finmo

Create folder in Your App

Lookup spreadsheet row in Google Sheets

Update spreadsheet row in Google Sheets

Find or create contact in Google Contacts

This Zap uses the following 4 apps

Finmo

Google Drive

Google Sheets

Google Contacts

More ways to use these popular apps!