Finmo by Maxmel Tech

finmo is a digital mortgage platform streamlining application intake and document management for brokers and borrowers integrating with make com enables automated workflows, improving efficiency in mortgage processing and client management by connecting finmo to 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 finmo support 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 finmo account with admin access at either the brokerage or team level and a generated api token, create your account on finmo 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 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 from the platform log in to the platform as either a brokerage admin or a team admin navigate to the settings section for integrations at either the brokerage or team level click the generate new token button copy and save the generated token when it is presented in the modal 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}} log in in your make account , 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 connect an application 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 own app from scratch make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access features or endpoints not covered by the standard modules search applications finds applications that match the criteria you set, helping you quickly locate the specific apps you need watch events triggers when a selected event takes place in your deals, documents, lenders, or borrowers—such as when a new deal is created, a document is updated, or changes occur with a lender or borrower 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 finmo website finmo documentation finmo api documentation finmo page on make