Finmo Integration
The Mortgage Map CRM is fully integrated with Finmo, saving you time from inputting data into both systems.
Treat the CRM as the single source of truth for your data. Make sure to input mortgage and borrower information into the CRM to sync to Finmo. If deal information is entered directly into Finmo instead, the next time the deal is synced, the information in Finmo will be overwritten with the information from the CRM.
Automatic Syncing
Once a mortgage record is advanced from the Qualifying stage to the Starting Your Journey stage, the CRM will automatically sync the deal with Finmo. From there, you can access the deal information in Finmo, pull the borrowers' credit information (which will be synced back to the CRM), and submit their file to a lender.
Once the sync is done, a new deal will appear in Finmo and further actions can be completed.
When a new mortgage application is completed by a potential prospect, the CRM will perform a sync with Finmo. This sync will take all of the information that has been manually inputted by the prospect and put it into Finmo, saving you valuable time. As seen below, the client and deal information, which is automatically pushed from the mortgage application to the CRM, will then be automatically pushed from the CRM into Finmo.
On-Demand Syncing
Whenever you've updated mortgage or borrower information in the CRM and would like to have the updates reflected in Finmo right away, you can click the 'Sync with Finmo' button to complete a deal sync at any time.
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