Finmo uses Zapier to integrate Finmo with over 1,500 common applications on the internet. We've built "triggers" into Finmo, and when they're activated, they send data to another application of your choice. 

Once you have created an account on Zapier, you are off to the races.  Get started making zaps!   The video below shows you how to do that.

Finmo Triggers with examples of some common 'zaps' you can create.

1. Trigger - New Deal Trigger (Trigger when a borrower submits an application to your team)

  • SMS to Mortgage Professional (Zapier SMS)
  • Create a new Card in Trello (app. received)
  • SMS to Borrower (Twilio)
  • E-Mail Template to Borrower
  • Create Contact in CRM
  • Create Transaction/Deal Record in CRM w/ Available information from Finmo
  • Add New Customer to Mailing List

2. Trigger - New Application Completed (Trigger when a deal is created in your team)

  • SMS to Mortgage Professional (Zapier SMS)
  • SMS to Borrower (Twilio)  
  • E-Mail Template to Borrower
  • Search Contacts in CRM - Find Transaction/Deal Card
  • Move Stage of Deal card or status in CRM to 'Application Completed'
  • Create a task for Assigned Mortgage Professional in CRM to Review and Approve the Application
  • E-Mail to Referral Source (if available in Finmo 'Pro’)
  • Remove Customer from Email Campaign OR Switch the Campaign

3. Trigger - Update Document Request Status (Trigger when there is activity on a document request)

  • SMS to Mortgage Professional (Zapier SMS)
  • Create Task in CRM for Mortgage Professional to Review New Documents

(This takes some filters since this one triggers on any documents status change, not just when new documents are uploaded)

4. Trigger - Deal Note Created. (Trigger when a new deal note is added in your team)

  • Finmo Note triggers email to a teammate to look at the deal. Or 
  • Finmo Note triggers a notification to be put into your own CRM
  • Finmo Note triggers a message to be sent to a #channel or send a direct message in Slack1

5. Trigger - Push Application to Expert (Trigger when a team member pushes an application from Finmo to Expert)

  • Move Trello card from One list on Customer timeline to another list.

Ie: New Deal received in Finmo then pushed to expert for loan preparation. 

The card in Trello will move from ‘App. Received’ to Loan prep list in Trello.

  • Then Zapier will create a Calendar event for you to confirm completion of underwriting the deal in Expert. The calendar event will repeat until you put into the calendar notes, Submitted or Follow-up
  • Do this A: If you put Submitted in the notes of this calendar event Zapier will move the Client card from ‘Loan Prep’ to ‘submitted to lender’.
  • Do this B: If you put Follow-up the card will remain in Loan prep and have a label added called ‘Follow-up Re: Application’

We can help you get started.  Book a session below.  Or contact us a support@finmo.ca

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