Finmo by Maxmel Tech

finmo is a digital mortgage platform that streamlines the mortgage process for brokers and clients integrating finmo with make com enables automation of mortgage workflows, improving efficiency and connectivity with other business tools this is ai generated content based on official finmo documentation the content may still contain errors—please verify important information if you have questions, contact https //help finmo ca/en/ directly how to get support on 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 vg8tie requirements to use the finmo app in make, you must have an active brokerage or team admin account and a generated api token, https //app finmo ca/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/finmo community/ click the install button follow the on screen instructions to complete the setup connect finmo and {{product name}} to get started, you must first create a connection between finmo and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token bearer token instructions you need to generate an authentication token ensure you are logged in as a brokerage admin or team admin navigate to the brokerage settings integrations page if you are a brokerage admin, or to the team account settings if you are a team admin locate and click the generate new token button copy and save the generated token when it is presented in the modal this is your authentication token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=finmo\&app slug=finmo community\&app unique id=finmo vg8tie create the connection in {{product name}} https //www make com/en/register , add the finmo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your finmo or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page finmo modules after connecting to the finmo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create an application creates a brand new application in your account, allowing you to start building and managing your projects from scratch make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not covered by the standard modules search applications finds applications that match the specific criteria you set, helping you quickly locate the exact apps you need watch events triggers when a selected event takes place in deals, documents, lenders, or borrowers, allowing you to automatically respond to changes or updates in these areas templates you can look for more templates in https //www make com/en/templates , 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 https //app finmo ca/ https //help finmo ca/en/ https //app finmo ca/api/documentation https //www make com/en/integrations/finmo community