About Finmo

Finmo is a leading mortgage automation platform designed to streamline the mortgage application process for brokers. Finmo provides an intuitive interface to effortlessly manage client applications, ensuring a seamless experience from application to funding.

Enhance Your Finmo Experience with ID Verification

Integrating IdentityCheck with Finmo can greatly enhance your mortgage application process by ensuring the accurate verification of each applicant’s identity. This integration allows for easy verification of IDs, ensuring compliance and reducing the risk of fraud.

Possible Uses for ID Verification with Finmo

• Compliance: Ensure that all clients meet legal requirements with thorough ID checks.
• Fraud Prevention: Reduce the risk of identity fraud by verifying clients’ identities before proceeding with their applications.
• Streamlined Workflow: Integrate ID verification directly into your Finmo workflow, reducing manual checks and increasing efficiency.
• Client Trust: Build trust with your clients by showing your commitment to protecting their identities.

How to Set Up IdentityCheck with Finmo

1. Sign Up for Zapier: Ensure you have an active Zapier account. If not, sign up at Zapier.
2. Connect Finmo: In Zapier, connect your Finmo account by searching for ‘Finmo’ in the apps section and following the prompts to link your Finmo account.
3. Connect IdentityCheck: Similarly, connect your IdentityCheck account through Zapier by searching for ‘IdentityCheck’ and following the instructions to link your account.
4. Create a New Zap: After connecting both accounts, create a new Zap. Select Finmo as the trigger app and choose an appropriate trigger event (e.g., ‘New Application’).
5. Set Up the Action: Set IdentityCheck as the action app and choose the ‘ID Verification’ action. Map the necessary data fields from Finmo to IdentityCheck to ensure the integration works correctly.
6. Test the Zap: Before finalizing, run a test to ensure that ID verifications are correctly initiated in IdentityCheck when an application is created in Finmo.
7. Turn On the Zap: Once the test is successful, turn on the Zap and let it run automatically.

How to Use IdentityCheck with Finmo

After setting up the integration, using IdentityCheck with Finmo is straightforward:

1. Submit an Application: When a client submits a mortgage application through Finmo, the Zap will automatically trigger ID verification.
2. ID Verification Process: IdentityCheck will receive the necessary information from Finmo and initiate the ID verification process. This involves verifying the applicant’s identity using advanced algorithms and databases.
3. Receive Verification Results: Once verification is complete, IdentityCheck will update the status in Finmo, allowing you to proceed with confidence.
4. Monitor and Manage: Continuously monitor the ID verification status within Finmo. Address any discrepancies or issues promptly to ensure a smooth application process.

By integrating IdentityCheck with Finmo through Zapier, you can significantly enhance your mortgage application process, ensuring secure and compliant ID verification with minimal effort.