Finmo SMS Integration

Yes - Mobile Message does integrate with Finmo!

A borrower submits an application while you are helping another client, and the next mortgage task still needs attention. Finmo can start a Zap when an Application is Submitted by Borrower, a Deal is Submitted, or a Lender Response is Received. Mobile Message can then send an SMS to the borrower, create a contact, or update an existing contact without waiting for a broker to return to the file.

You can use Finmo events such as Borrower User Created, Update Deal Status and Update Document Request Status to send useful reminders at the point they matter. A message can acknowledge an application, advise that a lender response has arrived, or prompt a borrower when document activity occurs. The fields passed from Finmo can help personalise each text.

This is a set of focused Zapier workflows rather than a native integration or a two-way sync. Choose the Finmo event that should start each automation, then select the Mobile Message action that gives the borrower or broker a noticeable result.

A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

Finmo SMS Integration

What you can automate

Connect Finmo and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A borrower submits an application Finmo · Application Submitted by Borrower
Then Text the borrower with next steps Mobile Message · Send SMS
Use this Zap
When Instant Finmo receives a lender response Finmo · Lender Response Received
Then Text the borrower that an update arrived Mobile Message · Send SMS
Use this Zap
When Instant A Finmo document request changes Finmo · Update Document Request Status
Then Text the borrower about required documents Mobile Message · Send SMS
Use this Zap
When Instant A borrower user is created Finmo · Borrower User Created
Then Create the borrower in Mobile Message Mobile Message · Create Contact
Use this Zap
1.6 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Finmo supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 10
  • Application Started — Triggers when a new deal is created by the broker or when a borrower signs up to start a new application.
  • Application Submitted by Borrower — Triggers when a borrower submits the application.
  • Borrower User Created — Triggers when a new borrower user is created by the broker.
  • Borrower User Credit Pulled — Triggers when a new borrower user has their credit pulled by the broker.
  • Deal Note Created — Triggers when a new deal note is added in your team.
  • Deal Submitted — Triggers when the deal is pushed to expert or submitted to a lender.
  • Lender Response Received — Triggers when a lender response is received.
  • Update Borrower Email — Triggers when there is a change to the borrower emails.
Show all 10 triggers
  • Update Deal Status — Triggers when there is a change to the status of a deal.
  • Update Document Request Status — Triggers when there is activity on a document request.

Everything Your Integration Needs

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Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

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Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

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Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

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Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Finmo + SMS: common questions

Can Finmo text a borrower after an application is submitted?

Yes. Application Submitted by Borrower can trigger Send SMS in Mobile Message. You can include borrower details and suitable next-step information from the Finmo record in the outgoing message.

Can lender responses trigger Mobile Message texts?

Yes. Lender Response Received is a Finmo trigger that can start Send SMS. This lets your team notify a borrower when Finmo records a lender response, using the contact data available in the Zap.

How do I connect Finmo to Mobile Message for mortgage updates?

Set up the workflow in Zapier with your Finmo and Mobile Message accounts. Select a Finmo trigger and a Mobile Message action, map the fields, and test it. No code is needed, but both accounts are required.

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Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!