Finmo + Google Calendar
Create Google Calendar events from new applications started in Finmo
It is so easy to connect Finmo to your Google calendar. Use the application started to trigger in Finmo to create a Quick Add Event in Google Calendar to remind you or your team to follow up with that client.
It is so easy to connect Finmo to your Google calendar. Use the application started to trigger in Finmo to create a Quick Add Event in Google Calendar to remind you or your team to follow up with that client.
- 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.
- automatically do this!Create Detailed Event
Create an event by defining each field.
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Update Borrower Email
Triggers when there is a change to the borrower emails.
Try ItBorrower User Created
Triggers when a new borrower user is created by the broker.
Try ItDeal Note Created
Triggers when a new deal note is added in your team.
Try ItDeal Submitted
Triggers when the deal is pushed to expert or submitted to a lender.
Try It
Update Deal Status
Triggers when there is a change to the status of a deal.
Try ItApplication Started
Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
Try ItBorrower User Credit Pulled
Triggers when a new borrower user has their credit pulled by the broker.
Try ItLender Response Received
Triggers when a lender response is received.
Try It
