Finmo + Google Sheets
Create copies of worksheets in Google Sheets when new applications are submitted by borrowers in Finmo
Accelerate your loan processing workflow with this time-saving automation. Once a borrower submits an application in Finmo, this setup promptly duplicates the details into a new worksheet in Google Sheets. Make your loan management more efficient and organized by having all essential borrower information conveniently placed in one accessible location.
Accelerate your loan processing workflow with this time-saving automation. Once a borrower submits an application in Finmo, this setup promptly duplicates the details into a new worksheet in Google Sheets. Make your loan management more efficient and organized by having all essential borrower information conveniently placed in one accessible location.
- When this happens...Application Submitted by Borrower
Triggers when a borrower submits the application.
- automatically do this!Copy Worksheet
Creates a new worksheet by copying an existing worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
