Geckoboard + Finmo Integration

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Popular Geckoboard + Finmo Workflows

Use AI to moderate Finmo submissions and Update custom text widget in Geckoboard

This automation allows you to automate the moderation process for Finmo submissions and update relevant records in your Geckoboard based on the moderation analysis.

Here's how it works:
1. Finmo: Whenever a Application is submitted by borrower, the automation will be triggered.
2. OpenAI (GPT-3 & DALL·E): You can use AI to analyze the form submission content and check for any moderation issues such as inappropriate language or sensitive information, or policy violations. Pass the Finmo data to AI for moderation checks.
3. Geckoboard: Based on the moderation analysis from AI, the record in your Geckoboard corresponding to the email address incoming from Finmo will be updated accordingly.

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New deal is created in Finmo Instant
Deal note is created in Finmo Instant
Deal is submitted in Finmo Instant
Document request status is updated in Finmo Instant
Application is submitted by borrower in Finmo Instant

Add record to dataset in Geckoboard
Update custom text widget in Geckoboard
Update custom number widget in Geckoboard
Update custom Geckometer widget in Geckoboard

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You Can Also Integrate Geckoboard & Finmo With 1100+ Other Apps

Geckoboard transforms complex data into meaningful visuals that surface critical insights your whole team can act on. It's super-fast, super-easy to use and it works across your favorite tools, so you can get results fast.

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Finmo 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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