Create client folders and notes in Google Drive and Google Docs from Finmo applications
Create client folders and notes in Google Drive and Google Docs from Finmo applications
Organize borrower applications by creating client-specific folders and notes in Google Drive. When a borrower submits an application via Finmo, you create a new folder and document, ensuring efficient documentation and easy access.
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Overview
Organize borrower applications by creating client-specific folders and notes in Google Drive. When a borrower submits an application via Finmo, you create a new folder and document, ensuring efficient documentation and easy access.