Finmo + Manifestly Checklists Integration

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Finmo + Manifestly Checklists Integration

Create Manifestly Checklists checklists for new Finmo deal

If you're using Finmo and Manifestly Checklists 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 checklists will automatically be created in Manifestly Checklists.

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 Manifestly Checklists accounts and start creating deal!
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Finmo + Manifestly Checklists Integration
1.
  • 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
  • Manifestly Checklists
    Checklist run is completed in Manifestly Checklists Instant
  • Manifestly Checklists
    Checklist run is started in Manifestly Checklists Instant
2.
  • Manifestly Checklists
    Checklist run in Manifestly Checklists
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