Popular Follow Up Boss + Finmo Workflows
Create Follow Up Boss task for new Finmo deal
Create Follow Up Boss contact for new Finmo applicaion
Plus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.
Create Follow Up Boss deal for new Finmo applicaion
This Finmo - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
Create Follow Up Boss task for new Finmo applicaion
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new Finmo applicaion received today - your customers will thank you for it!
Create Follow Up Boss note for new Finmo applicaion
When Application is submitted by borrower in Finmo > Check any condition > Create deal in Follow Up Boss
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Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
See Follow Up Boss IntegrationsFinmo is an online platform that helps both home buyers and sellers with the mortgage process. It also includes a number of additional ancillary services such as realtor, broker and property manager finder.
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