Better Proposals + Finmo Integration

Connect Better Proposals to Finmo in 1 click

Integrate Better Proposals + Finmo For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Better Proposals + Finmo Workflows

Create Better Proposals proposal for new Finmo deal

Are you a Finmo user who also uses Better Proposals for proposal writing? If so, we have some great news for you! This integration will allow you to create proposal in Better Proposals directly from deal in Finmo.

This means that you can save time by automatically creating proposal based on the information contained in your deal. Plus, it's easy to get started - simply click activate and connect your Finmo and Better Proposals accounts.

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Create Your Own Better Proposals & Finmo Integration Without Any Code

Create Custom Workflow

Proposal is signed in Better Proposals
Proposal is created in Better Proposals
Proposal is sent in Better Proposals
Proposal is opened in Better Proposals
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

Create proposal in Better Proposals

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Want to automate something else in your workflow?

You Can Also Connect Better Proposals or Finmo With 1200+ Other Apps

Better Proposals lets you create professional proposals in minutes. Create, edit and send a new proposal in 3 easy steps. All the basic information you need to include is already there!

See Better Proposals Integrations

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.

See Finmo Integrations