Popular Finmo + Nimble Workflows
Create Nimble task for new Finmo applicaion
Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Nimble task for new Finmo applicaion received today - your customers will thank you for it!
When Application is submitted by borrower in Finmo > Check any condition > Create contact in Nimble
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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.
See Finmo IntegrationsNimble is a social CRM to manage your contacts, communications, activities and sales with built-in lead scoring. Nimble also allows you to track your team’s activity from their desktop or mobile devices in real time.
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