Receive new client folders and log application details in Google Sheets from Finmo
Receive new client folders and log application details in Google Sheets from Finmo
Organize borrower applications by creating client folders in Google Drive and logging application details in Google Sheets. This setup ensures faster onboarding and better documentation for your lending process.
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Overview
Organize borrower applications by creating client folders in Google Drive and logging application details in Google Sheets. This setup ensures faster onboarding and better documentation for your lending process.