Finmo and Salesflare

How to connect Finmo

Finmo manages the end to end mortgage process.

Start a workflow when this happens

Application Started — Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Application Submitted by Borrower — Triggers when a borrower submits the application.
Borrower User Created — Triggers when a new borrower user is created by the broker.
Borrower User Credit Pulled — Triggers when a new borrower user has their credit pulled by the broker.
Deal Note Created — Triggers when a new deal note is added in your team.

Show 5 more triggers

Deal Submitted — Triggers when the deal is pushed to expert or submitted to a lender.
Lender Response Received — Triggers when a lender response is received.
Update Borrower Email — Triggers when there is a change to the borrower emails.
Update Deal Status — Triggers when there is a change to the status of a deal.
Update Document Request Status — Triggers when there is activity on a document request.

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