Finmo + Rise Integration

Integrately lets you integrate Finmo and Rise instantly - without any learning curve.

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Create Your Own Finmo & Rise Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New deal is created in Finmo
Triggers the automation whenever a new deal is created
Instant
Deal note is created in Finmo
Triggers the automation whenever a deal note is created
Instant
Deal is submitted in Finmo
Triggers the automation whenever a deal is submitted
Instant
Document request status is updated in Finmo
Triggers the automation whenever the status of a document request is updated
Instant
Application is submitted by borrower in Finmo
Triggers the automation whenever a borrower submits an application
Instant
Course Completed in Rise
Triggers the automation whenever a course is completed
Instant
Course Submitted in Rise
Triggers the automation whenever a course is successfully submitted by owner
Instant
User created in Rise
Triggers the automation whenever a new user is created
Instant
Enrollment created in Rise
Triggers the automation whenever a new enrollment is created
Instant

Create invitation in Rise
Automatically sends a new invitation
Search User in Rise
Automatically searches for a user
Search Invitation in Rise
Automatically searches for an invitation

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in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Finmo & Rise In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Finmo or Rise 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

Rise provides you with the fully-integrated solution to create, take, and manage your training. Rise gives you the tools to lead a fun and effective classroom experience.

See Rise Integrations