Finmo + Retently Integration

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Create Your Own Finmo & Retently Integration Without Any Code

Create Custom Workflow

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
Survey response is created in Retently
Customer is created in Retently
Company is created in Retently
Overall metric score is updated in Retently

Unsubscribe customer in Retently
Create or Update customer in Retently
Search customer by email in Retently
Tag a survey response in Retently
Search company in Retently
Create customer and Send survey in Retently

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You Can Also Connect Finmo or Retently With 1200+ 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.

See Finmo Integrations

Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.

See Retently Integrations