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. |
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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 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, create your account on Finmo.
App installation
To install this app, you need Admin, Owner, or App Developer permissions. Learn more about organization roles.Learn more about organization roles
Go to the Make integration page.
Click the Install button.
Follow the on-screen instructions to complete the setup.
Connect Finmo and Make
To get started, you must first create a connection between Finmo and Make, 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 Make
Log in in your Make account, add the Finmo module to your scenario, 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 applicationConnect an application. page.
Finmo modules
After connecting to the Finmo app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Finmo resources
You can have access to more resources related to this app on the following links :