Connect Finmo to Yardi Kube

Both apps 29Finmo 19Yardi Kube 10

• 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
  Archive Tour

  Archives a tour activity in Yardi Kube.

• Action
  Create Booking

  Creates a new booking of a space for a member and company at a property.

• Action
  Create Contract

  Creates a new contract (with its proposal) for a company at a property in Yardi Kube, saved as in progress unless activation is requested.

• Action
  Create Note

  Creates a note on a company, contact, member, lead or deal in Yardi Kube, optionally notifying selected users.

• Action
  Create Tour

  Creates a tour activity in Yardi Kube for a company, contact, member, lead or deal at a property.

• Action
  Delete Booking

  Cancels a booking in Yardi Kube and returns the refund and cancellation-fee summary.

• Action
  Update Booking

  Updates an existing booking in Yardi Kube, such as its title, space, times, attendees or payment details, and returns the updated booking.

• Action
  Update Event

  Updates an existing event activity in Yardi Kube, including its title, times, related record, comment, assignees, attendees and notified users.

• Action
  Update Member

  Updates an existing member in Yardi Kube and returns the updated member record.

• Action
  Update Tour

  Updates an existing tour in Yardi Kube, including its time, property, assignees, attendees and comment, and returns the updated tour.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.