Checkvist + Finmo Integration

Connect Checkvist to Finmo in 1 click

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Finmo + Checkvist Integration

Create Checkvist list for new Finmo deal

If you're using Finmo and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Finmo, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Finmo and Checkvist accounts and start creating deal!
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Checkvist + Finmo Integration
1.
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo Instant
2.
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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