Business Intelligence
Finmo by Codex Solutions International
11 min
finmo is a digital mortgage platform that streamlines the mortgage application and approval process for brokers and clients integrating with make com enables automated workflows, enhancing efficiency in document collection, client communication, and application management limited documentation we currently can't provide complete documentation for finmo because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from finmo and public sources to create detailed guides about finmo finmo is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=finmo\&app slug=finmo community\&app unique id=finmo 701tro app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup finmo modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create application creates a new application within your account, allowing you to manage and organize your projects or services more efficiently create borrower adds a new borrower to your system by collecting and storing their relevant details create borrower living address creates a new living address record for a borrower this module allows you to add detailed address information for a borrower, such as street, city, state, and postal code, to their profile create document request creates a new document request, allowing you to collect specific information or files from others by generating a request form get application retrieves detailed information about a specific application get borrower retrieves detailed information about a specific borrower list application the "list application" module retrieves a list of all applications available in your account, allowing you to view and manage them easily update borrower living address update the borrower's current living address information update document request status change the status of a specific document request to reflect its current progress or stage templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} finmo resources you can have access to more resources related to this app on the following links join discussions about finmo on make community visit finmo website access finmo help documentation view finmo api documentation visit finmo page on make help us improve this documentation have experience with finmo? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=finmo\&app slug=finmo community\&app unique id=finmo 701tro sharing your knowledge in the make community your feedback helps us create better documentation for everyone