3. How to Use Finmo Extension (Including Data Mapping)
Introduction
This article describes how to use the Finmo Extension in your BluMortgage CRM. This includes receiving data from Finmo, sending leads to Finmo and the data mapping.
Automatic Deal Pulling from Finmo
The integration will automatically pull data from Finmo only when certain triggers are met in the Finmo system. The list of triggers is as follows:
1. Deal Created
2. Deal Submitted to Lender / Filogix
3. Deal Submitted by Borrower
4. Lender Response Received
5. Deal Updated in External System
When one of these triggers occur , the system will automatically update (or create) the file.
For example, if my Finmo deal just was submitted by the borrower, trigger 3 would be met, and data would be sent from my Finmo account to BluMortgage automatically.
How to Manually "Pull Deals" from Finmo
The "Pull from Finmo" button can be used to bring a mortgage record from Finmo into the CRM without waiting for one of the Finmo Event to occur. Below, we have provided the steps on how to pull deals from Finmo on demand:
- Open your BluMortgage CRM
- In your "Mortgages" module, click on "Pull from Finmo" button
- Fill in the Finmo Application Number, or hit the "Plus" button to add multiple deals
- Click in "Submit"
After the integration is complete, you will get a status report. The status report will tell you the success of the integration, and if any actions are needed to properly integrate the data.
Video
How to "Create Finmo App" from BluMortgage CRM
The "Create Finmo App" button can be used to create a new Finmo application in Finmo by using the leads information located in your BluMortgage CRM. Below, we have provided the steps on how to pull deals from Finmo on demand:
- Open your BluMortgage CRM > Click on the "Borrowers" Module > Open a Borrower record
- Click on the "Create Finmo App"
- Select the type of the application from the drop down menu > "Submit"
The borrower record will require the following fields to create a deal in Finmo: Borrower's First Name, Last Name, Mobile, and Email.
Data Mapping
When a mortgage is pulled from Finmo into your BluMortgage CRM, a mortgage record will be created with the associated borrower records. The following table outlines how specific field in Finmo is mapped to a corresponding Module and Field in your BluMortgage CRM.
| BluMortgage Module | BluMortgage Field | Finmo Field |
| Mortgages | Application_Type | .approvalType |
| Borrowers | Mailing_City | .borrowers[].addressSituation.address.city |
| Borrowers | Mailing_Country | .borrowers[].addressSituation.address.country |
| Borrowers | Mailing_Zip | .borrowers[].addressSituation.address.postCode |
| Borrowers | Mailing_State | .borrowers[].addressSituation.address.state |
| Borrowers | Mailing_Street | .borrowers[].addressSituation.address.streetDirection |
| Borrowers | Mailing_Street | .borrowers[].addressSituation.address.streetName |
| Borrowers | Mailing_Street | .borrowers[].addressSituation.address.streetNumber |
| Borrowers | Mailing_Street | .borrowers[].addressSituation.address.streetType |
| Borrowers | Mailing_Street | .borrowers[].addressSituation.address.unit |
| Borrowers | Date_of_Birth | .borrowers[].birthDate |
| Borrowers | .borrowers[].email | |
| Borrowers | First_Name | .borrowers[].firstName |
| Borrowers | FTHB? | .borrowers[].firstTime |
| Borrowers | Finmo ID (from extension) | .borrowers[].id |
| Borrowers | Income | .borrowers[].incomes[].income |
| Borrowers | Income_Frequency | .borrowers[].incomes[].incomeFrequency |
| Borrowers | Industry_Sector | .borrowers[].incomes[].industrySector |
| Borrowers | Occupation | .borrowers[].incomes[].occupation |
| Borrowers | Income_Type | .borrowers[].incomes[].payType |
| Borrowers | Employment_Start_Date | .borrowers[].incomes[].startDate |
| Borrowers | Last_Name | .borrowers[].lastName |
| Borrowers | Mobile | .borrowers[].phone |
| Mortgages | City | .borrowers[].properties[].address.city |
| Mortgages | Country | .borrowers[].properties[].address.country |
| Mortgages | Postal_Code | .borrowers[].properties[].address.postCode |
| Mortgages | Province | .borrowers[].properties[].address.state |
| Mortgages | Street | .borrowers[].properties[].address.streetDirection |
| Mortgages | Street | .borrowers[].properties[].address.streetName |
| Mortgages | Street | .borrowers[].properties[].address.streetNumber |
| Mortgages | Street | .borrowers[].properties[].address.streetType |
| Mortgages | Unit | .borrowers[].properties[].address.unit |
| Mortgages | Annual_Taxes | .borrowers[].properties[].annualTaxes |
| Mortgages | Purase_Price_Value | .borrowers[].properties[].appraisedValue |
| Mortgages | Construction_Type | .borrowers[].properties[].constructionType |
| Mortgages | Condo_Fees | .borrowers[].properties[].monthlyFees |
| Mortgages | Finmo ID (from extension) | .borrowers[].properties[].mortgages[].id |
| Lender | Vendor_Name | .borrowers[].properties[].mortgages[].lender |
| Mortgages | Amount | .borrowers[].properties[].mortgages[].originalMortgageAmount |
| Mortgages | Payment_Amount | .borrowers[].properties[].mortgages[].payment |
| Mortgages | Payment_Frequency | .borrowers[].properties[].mortgages[].paymentFrequency |
| Mortgages | Mortgage_Rate | .borrowers[].properties[].mortgages[].rate |
| Mortgages | Maturity_Date | .borrowers[].properties[].mortgages[].renewal |
| Mortgages | Term_Years | .borrowers[].properties[].mortgages[].term |
| Mortgages | Rate_Type | .borrowers[].properties[].mortgages[].type |
| Mortgages | Closing_Date | .borrowers[].properties[].originalPurchaseDate |
| Mortgages | Purase_Price_Value | .borrowers[].properties[].purchasePrice |
| Mortgages | Pick_List_6 | .borrowers[].properties[].use |
| Borrowers | Other_Phone | .borrowers[].workPhone |
| Mortgages | Closing_Date | .closingDate |
| Mortgages | COF_Date | .cof |
| Mortgages | Down_Payment | .downPayment |
| Mortgages | Filogix File Number (from Filogix extension) | .expertId |
| Mortgages | Finmo ID (from extension) | .id |
| Partners | .lawyer.email | |
| Partners | Name | .lawyer.fullName |
| Partners | Phone | .lawyer.phone |
| Mortgages | Finmo Application ID (from extension) | .lendeskApplicationId |
| Mortgages | Amount | .mortgageAmountRequested |
| Mortgages | Amortization_Years | .mortgageInfoAmortizationMonths |
| Mortgages | Total_Loan_Amount | .mortgageInfoAmount |
| Mortgages | Mortgage_Rate | .mortgageInfoInterestRate |
| Mortgages | Rate_Type | .mortgageInfoInterestType |
| Lender | Vendor_Name | .mortgageInfoLenderName |
| Mortgages | LTV | .mortgageInfoLtv |
| Mortgages | Payment_Amount | .mortgageInfoPayment |
| Mortgages | Payment_Frequency | .mortgageInfoPaymentFrequency |
| Mortgages | Term_Years | .mortgageInfoTermMonths |
| Mortgages | Mortgage_Type | .mortgageInfoType |
| Mortgages | City | .property.address.city |
| Mortgages | Country | .property.address.country |
| Mortgages | Postal_Code | .property.address.postCode |
| Mortgages | Province | .property.address.state |
| Mortgages | Street | .property.address.streetDirection |
| Mortgages | Street | .property.address.streetName |
| Mortgages | Street | .property.address.streetNumber |
| Mortgages | Street | .property.address.streetType |
| Mortgages | Unit | .property.address.unit |
| Mortgages | Annual_Taxes | .property.annualTaxes |
| Mortgages | Purase_Price_Value | .property.appraisedValue |
| Mortgages | Construction_Type | .property.constructionType |
| Mortgages | Condo_Fees | .property.monthlyFees |
| Mortgages | Purchase_Price_Value | .purchasePrice |
| Partners | .realtor.email | |
| Partners | Name | .realtor.fullName |
| Partners | Phone | .realtor.phone |
Full Overview Video
Watch the video to see a full walkthrough of set-up and use of the Finmo enhancement.