Platform
Finmo API streamlines digital mortgage processing with tools for document collection, client onboarding, and application submission. Automate tasks and receive real-time updates for enhanced transparency and efficiency. Integrate easily into workflows for improved mortgage management.
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (4)
- Action
- Universal
- Search
- Instant Trigger (webhook)
Finmo API Integration for Make.com
Create custom Finmo automation workflows by using triggers, actions, and search modules listed below.
Action
Create an Application
Creates a new application.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Search
Search Applications
Searches for applications by specified criteria.
Instant Trigger (webhook)
Watch Events
Instant trigger Watch Events.
Finmo Automation Use Cases
Explore potential use cases for automations using Finmo API and utilize our integration modules crafted specifically for such workflows.
1 module
Pre-Filled Application Templates
Automatically generate new applications using pre-filled templates when certain criteria are met, such as specific client details or loan types, to expedite the processing time.
Create an Application
1 module
Automate Initial Application Setup
Automatically create a new mortgage application for incoming clients as soon as their details are received, ensuring no time is wasted in beginning the mortgage process.
Create an Application
1 module
Real-Time Application Monitoring
Continuously monitor application status changes using periodic API calls to provide clients and stakeholders with real-time updates and maintain transparency throughout the application process.
Make an API Call
1 module
Client Onboarding Streamlining
Streamline the onboarding process by automatically creating applications for new clients based on the data collected during the client's initial contact or lead form submission.
Create an Application
1 module
Application Status Querying
Enable frequent and scheduled searches to retrieve and assess application statuses for efficiency tracking and reporting purposes.
Search Applications
1 module
Custom Workflows for Special Cases
Use the make API call function to implement custom workflows for non-standard mortgage applications or special case processing procedures.
Make an API Call
1 module
Efficiency Analysis via Application Search
Conduct regular searches of applications to analyze processing times and efficiency metrics, enabling enhancements in workflow operations and customer service.
Search Applications
2 modules
Automated Document Requests
Trigger API calls to request necessary documents as part of the application creation process, ensuring that clients provide all required information on time.
Create an Application
Make an API Call
1 module
Advanced Criteria-Based Searches
Conduct tailored searches for applications using specific, detailed criteria to aid in complex data retrieval and business intelligence analyses.
Search Applications
Supported Platforms
- Make.com
How to start with Finmo on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.