About this integration
Mortgage application platform for brokers to manage deals, borrowers, and lender submissions. Connect it to any workflow without writing code.
You can choose from 1 trigger, 1 search module and 2 actions. The connection type is basic authentication. Webhook-based triggers fire instantly without polling.
How to connect
The credential form asks for API Key / Token and Environment.
Prefer the interactive builder form? Open it on the app page.
Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
Connecting Finmo to WEXTL®
| Field | Type | Help |
|---|---|---|
API Key / TokenRequired | text | A token can be generated from |
EnvironmentRequired | select | — |
Use it in workflow automation
Start with Watch Events, then add Create an Application.
The canvas below runs Watch Events into Create an Application — watch the video, then drop a node onto the canvas.
Select the Watch Events trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create an Application as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 3 ready-made modules for finance work — each run logs its inputs and outputs for debugging.
Finmo workflow on the canvas: Watch Events then Create an Application
Triggers, searches and actions
Explore the fields available for each Finmo trigger, search, and action — 1 trigger, 1 search, and 2 actions.
Triggers
Whenever something changes in the app, one of 1 available trigger can start a run immediately.
- Watch Events
Searches
1 search module let you query the app mid-run and feed the results to the next step.
- Search Applications
Actions
Use 2 action modules to write data back into the app from anywhere in a run.
- Create an Application
- Make an API Call
Explore the fields available for each Finmo trigger, search, and action.
Triggers
No fields documented.
Searches
| Field | Type |
|---|---|
Search byRequired | choice |
Broker ID | text |
Search | text |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Goal | text |
Deal Name | text |
Borrower Names | array |
Purchase Price | number |
Down Payment | number |
Use | text |
Process | text |
Closing Date | text |
Documents Status | text |
Documents Due Date | date |
Cof | text |
Created At | date |
Updated At | date |
Expert ID | text |
Compliance Status | text |
Compliance Review Submitted at | date |
Credit Consent Date | date |
Status | text |
Insurance Email Sent at | date |
Actions
| Field | Type |
|---|---|
Applicant OptionRequired | choice |
Team IDRequired | text |
Deal Agent ID | text |
Send Invite | boolean |
Send SMS | boolean |
Notes | text |
GoalRequired | choice |
External ID | text |
Applicant Language | choice |
| Field | Type |
|---|---|
Property ID | text |
Goal | text |
Purchase Price | number |
Down Payment | number |
Use | text |
Process | text |
Closing Date | text |
Mortgage Amount Requested | number |
Improvement Cost | number |
Improvement Description | text |
Security Deposit Amount | number |
Purchase Timeline | text |
Cof | text |
Approval Type | text |
Subject Property Province | text |
External ID | text |
ID | text |
Created at | date |
Updated at | date |
Status | text |
| Field | Type |
|---|---|
MethodRequired | choice |
Headers | array |
Key | text |
Value | text |
Query String | array |
Key | text |
Value | text |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |