Finmo uses Zapier to allow you to instantly connect Finmo with 5,000+ apps to automate your work and find productivity superpowers. This includes over 700 different CRM systems.
Check out some of our commonly used 'Zaps' on our Zapier integration page.
With your client journey or map for how you look after your mortgage clients, you can quickly start to see the opportunities to automate your workflow so that you can get home sooner.
If you do not have a Client Journey document, please copy ours.
Once you have created an account on Zapier, you are off to the races. Get started making zaps!
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 the Stage of a 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 a Task in CRM for Mortgage Professionals 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 an email to a teammate to look at the deal. Or
Finmo Note triggers a notification to be put into your 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 the Trello card from One list on the 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 the 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