Finmo + LoopedIn Integration

Connect Finmo to LoopedIn in 1 click

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Popular Finmo + LoopedIn Workflows

Create LoopedIn card for new Finmo applicaion

Any time a new Finmo applicaion is submitted, this Finmo - LoopedInintegration will create a new card in LoopedIn so that the relevant team can track progress. This will ensure that every applicaion is followed up in a timely fashion.

In addition, the LoopedIn card will provide a clear record of what has been done and what still needs to be done in order to address each applicaion. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Finmo applicaion is dealt with effectively.

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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
Event is triggered in LoopedIn Instant
Idea is created in LoopedIn Instant
Announcement is created in LoopedIn Instant
Roadmap card is created in LoopedIn Instant
Announcement is deleted in LoopedIn Instant
Idea is deleted in LoopedIn Instant
Roadmap card is deleted in LoopedIn Instant
Feedback is created in LoopedIn Instant

Create roadmap card in LoopedIn
Create an idea in LoopedIn
Create a announcement in LoopedIn

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Integrate Finmo & LoopedIn In 1 Click
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You Can Also Integrate Finmo & LoopedIn With 1100+ Other Apps

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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LoopedIn is an all-in-one tool that helps collect feedback, build roadmaps, share changelogs and publish knowledge bases. It manages everything in a single place so that companies can scale their customer engagement and increase productivity.

See LoopedIn Integrations