Connect Finmo to Address Auto-Complete by Fetchify

Both apps 25Finmo 19Address Auto-Complete by Fetchify 6

• Trigger
  Application Started

  Triggers when a new mortgage application is started in Finmo.

• Trigger
  Application Submitted by Borrower

  Triggers when a borrower submits (or resubmits) a mortgage application in Finmo.

• Trigger
  Deal Submitted

  Triggers when a deal (application) in Finmo reaches the Submitted status.

• Trigger
  Updated Borrower Email

  Triggers when a borrower's email address changes (or a new borrower appears) on any application in the selected team.

• Trigger
  Updated Deal Status

  Triggers when an application (deal) changes to a new status.

• Trigger
  Updated Document Request Status

  Triggers when a document request on a Finmo application changes status (requested, needs attention, for review, approved, archived).

• Action
  Add application

  Creates a new mortgage application (deal) in Finmo for a new or existing applicant, optionally inviting the borrower.

• Action
  Add client

  Adds a client (borrower) to a Finmo application, optionally inviting them to the borrower portal.

• Action
  Add client income

  Adds an income (employment, pension, support or other) to a borrower on a Finmo application.

• Action
  Add client liability

  Creates a liability (credit card, loan, lease, support payment, etc.) on a Finmo application for one or more of its borrowers.

• Action
  Add document

  Creates a document upload on a Finmo application and returns a signed link for uploading the file.

• Action
  Add document request

  Creates a document request on a Finmo application, asking one or more borrowers to provide a document of the chosen type.

• Action
  Delete client

  Removes a client (borrower) from a Finmo application.

• Action
  Find applications by criteria

  Searches applications by borrower name or application ID, optionally narrowed to a brokerage, team or broker.

• Action
  Get client

  Returns a client (borrower) on a Finmo application, including their contact details and profile.

• Action
  List application documents

  Returns every document (document request) on a Finmo application, with its status, file details, borrower and document template.

• Action
  List applications

  Returns application overviews for a brokerage, team or broker, optionally searched by borrower name.

• Action
  Update application

  Updates an application's goal settings, such as the goal, purchase price, down payment, property use and closing date.

• Action
  Update client

  Updates a client (borrower) on a Finmo application with new contact, personal and portal details.

• Action
  Find addresses by UK postcode

  Returns every address registered at a UK postcode (Royal Mail PAF data), with the town and county, optionally including geocodes.

• Action
  Get geocodes for UK postcode

  Returns latitude, longitude and Ordnance Survey area data (country, district, ward, NHS authority) for up to 25 UK postcodes, with optional distance from a reference point.

• Action
  Validate & Autocomplete Address

  Looks up the best-matching postal address for a typed address in over 240 countries and returns the full, validated address with its formatted lines, town, county and postal code.

• Action
  Validate bank account

  Checks a UK bank sort code and, optionally, account number, and returns whether the combination looks correct along with the bank and branch details.

• Action
  Validate email address

  Checks whether an email address is valid and returns a risk rating, plus whether it is a disposable or generic role address.

• Action
  Validate phone number

  Checks whether a phone number is valid and returns it in international and national format, with optional carrier details.

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