Integrate Finmo with Retently

Trigger NPS/CSAT surveys after key mortgage process milestones, such as document submission or loan approval, to gather feedback on customer experience. Sync customer profiles and feedback scores to enhance customer service and tailor communications.

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About Finmo

Finmo manages the mortgage process, facilitating user accounts, document status updates, and lender communications.

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Finmo to Retently

1

Update Borrower Email

Triggers when there is a change to the borrower emails.
2

Borrower User Created

Triggers when a new borrower user is created by the broker.
3

Deal Note Created

Triggers when a new deal note is added in your team.
4

Deal Submitted

Triggers when the deal is pushed to expert or submitted to a lender.
5

Application Submitted by Borrower

Triggers when a borrower submits the application.
6

Update Deal Status

Triggers when there is a change to the status of a deal.
7

Application Started

Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
8

Borrower User Credit Pulled

Triggers when a new borrower user has their credit pulled by the broker.
9

Lender Response Received

Triggers when a lender response is received.
10

Update Document Request Status

Triggers when there is activity on a document request.
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Retently to Finmo

We don't have any triggers yet for Finmo, but we're working on it!

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