Popular Streak + Finmo Workflows
Create Streak contact for new Finmo applicaion
Plus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - Streak integration set up makes it easy to manage your customer relationships and grow your business.
Create Streak 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 Streak 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 > Add contact in Streak
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Streak provides a simple, efficient and intuitive solution for sales teams to track leads and manage their sales process without having to rely on email or outside applications.
See Streak IntegrationsFinmo 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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