Does DoMyWork actually execute tasks in Finmo?

Yes. Unlike a copilot that suggests text, DoMyWork executes the work, such as updating loan statuses or creating folders, based on your plain-English instructions.

How does this differ from Finmo's native features?

Finmo provides the mortgage platform; DoMyWork acts as your personal agent to handle repetitive cross-app tasks that aren't natively supported, like syncing data to custom sheets.

Is this the same as using Zapier for Finmo?

Zapier requires building step-by-step logic. DoMyWork uses AI to understand your intent and execute multi-step processes, handling complex tasks without needing manual workflow building.

Can the agent monitor my Finmo pipeline?

Yes, you can set up agents to watch your pipeline and act automatically, such as flagging stale deals or requesting missing docs, without you needing to check manually.

Is my mortgage data safe with DoMyWork?

DoMyWork uses secure, encrypted connections to interact with your apps, ensuring your data is handled according to strict privacy standards while the agent performs its work.

Can the agent connect Finmo to other tools?

Yes, the agent connects Finmo to 1,500+ apps, allowing it to pull data from emails, push updates to spreadsheets, and notify your team in Slack automatically.

AI Agent for Finmo

Collect documents, verify loan data, and update client status automatically. DoMyWork AI agents work with Finmo and 1,500+ apps to keep your mortgage pipeline moving.

Check my Finmo deals for missing income documents

Draft an email to clients with incomplete applications

Update the status of funded loans in my spreadsheet

Summarise the condition of all active mortgage applications

Flag applications missing a signed disclosure form

Create a new client folder in Drive for new deals

Agent for

Finmo

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your mortgage applications into funded loans faster

Request missing documents, verify client data, update loan statuses, and notify your team.

12 files requested from clients

Catch up on every application missing essential documents

"Check my active deals in Finmo, identify which are missing signed disclosures, and draft a personalised follow-up email in Gmail for each client. Post the list of pending requests to Slack."

Send Message

Find deals that have stalled in the approval stage

"Review my Finmo pipeline for deals stuck in 'Underwriting' for over 3 days and notify me in Slack with the client name and current status."

Send Message

Send status updates to clients with approved loans

"Identify all Finmo deals marked as 'Approved', draft a congratulatory email in Gmail for each, and update the status in my Google Sheet tracker."

Send Message

Gather missing income verification from recent leads

"Look at new Finmo applications from this week, identify those missing T4s or paystubs, and email the client a request for the specific missing file."

Send Message

Prepare a summary of weekly funded volume

"Calculate the total funded volume from Finmo for the last 7 days and post a summary report to my team Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

Validate all incoming document uploads for completeness

"Check the documents uploaded to Finmo today, verify they match the required file types, and move them to the correct client folder in Google Drive."

Send Message

Notify the broker when a file is ready for review

"When a client uploads a full document set to Finmo, flag the deal as 'Ready for Review' and send an alert to the broker via Slack."

Send Message

Clean up duplicate client records in the system

"Find duplicate client entries in Finmo based on email address and merge the records, keeping the most recent application data."

Send Message

Extract data from uploaded bank statements

"Pull the average balance from bank statements uploaded to Finmo and add the figure to the client's notes field."

Send Message

Archive closed files in long-term storage

"Identify all deals in Finmo marked as 'Closed' and move the associated document folders to my 'Archive' Drive folder."

Send Message

Got a different task in mind? Describe it

Send Message

Audit files for missing regulatory disclosures

"Scan all active Finmo applications for signed disclosure forms and generate a list of files that fail the compliance check."

Send Message

Flag applications with incomplete identity verification

"Review client ID uploads in Finmo, check for expiry dates, and alert me if any ID is invalid or missing."

Send Message

Verify AML check completion for all new deals

"Check the status of AML checks in Finmo for all new applications and flag those that haven't been completed within 48 hours."

Send Message

Report on compliance document coverage

"Create a spreadsheet report showing which Finmo deals have a full set of compliance documents and which are missing items."

Send Message

Notify team of policy update requirements

"Draft an email to all brokers based on new compliance guidelines and attach the relevant disclosure templates from my Drive."

Send Message

Got a different task in mind? Describe it

Send Message

Analyse conversion rates across your broker team

"Calculate the conversion rate from 'Lead' to 'Funded' in Finmo for each broker on my team and create a performance summary in Google Sheets."

Send Message

Identify bottlenecks in the processing workflow

"Find the average time deals spend in each Finmo status and report the stages where deals are waiting the longest."

Send Message

Forecast monthly funding volume

"Look at deals currently in the 'Approved' and 'Underwriting' stages in Finmo to estimate the total funded volume for next month."

Send Message

Summarise feedback from client surveys

"Read the feedback comments in Finmo for closed deals and summarise the top 3 areas for improvement."

Send Message

Review team activity for the week

"Pull a report of all new applications created in Finmo by each broker this week and post it to our leadership Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Finmo AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Finmo AI Agent

🛸 Autopilot

Keep your mortgage pipeline moving — with agents on autopilot

The agents work across your apps 24/7.

They catch new applications, request missing documents, and update your team the moment status changes.

Setting up an autopilot is too easy

New application is created in Finmo

Describe...

1. Request missing documents the moment a lead lands

WhenNew application is created in Finmo

Then

Check the application for missing documents, draft a request email in Gmail, and add a task to my Google Calendar.

Put on Autopilot

2. Update deal status in your CRM when it changes

WhenApplication status is updated in Finmo

Then

Sync the new status to my HubSpot deal record and notify the client via email.

Put on Autopilot

3. Celebrate funded deals with your team

WhenApplication is funded in Finmo

Then

Post a congratulatory message to the #sales Slack channel and update my Google Sheet volume tracker.

Put on Autopilot

4. Remind clients of expiring documents

WhenEvery Monday at 09:00 AM

Then

Check Finmo for documents expiring in 7 days and send a reminder email to the client.

Put on Autopilot

5. Flag high-priority deals for immediate review

WhenNew application is created in Finmo

Then

Analyse the application size; if over $1M, flag as 'Priority' in Finmo and alert me in Slack.

Put on Autopilot

1. Organise new client uploads instantly

WhenNew document is uploaded in Finmo

Then

Identify the document type, rename it according to our naming convention, and save it to the correct Drive folder.

Put on Autopilot

2. Check for duplicate entries in the system

WhenNew application is created in Finmo

Then

Compare the applicant's name and email against existing records; if a match is found, flag as a potential duplicate.

Put on Autopilot

3. Validate document expiry dates

WhenNew document is uploaded in Finmo

Then

Extract the expiry date; if it's within 30 days, flag the document as 'Needs Review' in Finmo.

Put on Autopilot

4. Notify the broker of document approval

WhenDocument is approved in Finmo

Then

Send a Slack message to the broker confirming the specific document is approved and ready for underwriting.

Put on Autopilot

5. Archive files when deals close

WhenApplication is closed in Finmo

Then

Move all associated Drive folders to the 'Archive' directory and lock the Finmo file.

Put on Autopilot

1. Monitor for missing mandatory disclosures

WhenApplication status is updated in Finmo

Then

Check if the 'Disclosure' form is signed; if not, flag the deal as 'Compliance Hold' in Finmo.

Put on Autopilot

2. Verify identity documentation on arrival

WhenNew document is uploaded in Finmo

Then

If the document is an ID, check for validity; if expired, notify the broker via email.

Put on Autopilot

3. Log compliance checks in your master tracker

WhenCompliance check is completed in Finmo

Then

Record the completion date and officer name in my Google Sheet compliance log.

Put on Autopilot

4. Alert on policy non-compliance

WhenApplication status is updated in Finmo

Then

If the deal type requires a specific form that is missing, send an urgent alert to the broker.

Put on Autopilot

5. Weekly compliance summary digest

WhenEvery Friday at 04:00 PM

Then

Summarise all deals flagged for compliance issues this week and email the report to the owner.

Put on Autopilot

1. Track funding volume as it happens

WhenApplication is funded in Finmo

Then

Add the funding amount to my monthly performance spreadsheet and update the total volume KPI.

Put on Autopilot

2. Identify slow-moving applications

WhenEvery day at 08:00 AM

Then

Check for deals stuck in the same status for >5 days and post a list to the team Slack.

Put on Autopilot

3. Monitor new lead volume

WhenNew application is created in Finmo

Then

Log the new lead in my Google Sheet and compare against the daily target.

Put on Autopilot

4. Alert on large deal opportunities

WhenNew application is created in Finmo

Then

If the loan amount exceeds $2M, send me a text alert and post to the leadership Slack.

Put on Autopilot

5. Weekly team performance report

WhenEvery Monday at 09:00 AM

Then

Collate all funded volume by broker from Finmo and email a summary report.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Finmo

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Income *

Credit Score *

AI AgentExecute agent from playbook

2. Verify Criteria

Agent

Evaluate {{Lead Name}} based on {{Income}} and {{Credit Score}}. Determine if qualified.

Complete in a clickSend data to 1500+ apps

3. Add to Finmo

Create ApplicationinFinmo

4. Notify Broker

Send MessageinSlack

Lead Qualification Playbook

Qualify new leads based on income and credit score.

Clone This Playbook

Client Onboarding Playbook

Send welcome package and set up folders.

Clone This Playbook

Document Request Playbook

Request missing files for a specific deal.

Clone This Playbook

Loan Status Update Playbook

Update clients on loan progress.

Clone This Playbook

Funded Deal Handoff Playbook

Transition funded deals to post-closing.

Clone This Playbook

Document Verification Playbook

Verify document authenticity and completeness.

Clone This Playbook

Data Entry Playbook

Extract data from docs to Finmo.

Clone This Playbook

File Cleanup Playbook

Rename and sort files.

Clone This Playbook

Compliance Check Playbook

Run compliance audit on file.

Clone This Playbook

Task Delegation Playbook

Assign tasks to team members.

Clone This Playbook

Regulatory Audit Playbook

Perform full file audit.

Clone This Playbook

Policy Update Playbook

Send policy updates to team.

Clone This Playbook

AML Check Playbook

Run AML check.

Clone This Playbook

Disclosure Tracking Playbook

Track disclosure status.

Clone This Playbook

Risk Assessment Playbook

Assess deal risk.

Clone This Playbook

Monthly Performance Playbook

Generate performance report.

Clone This Playbook

Volume Forecasting Playbook

Forecast funding volume.

Clone This Playbook

Client Feedback Playbook

Summarise client feedback.

Clone This Playbook

Team Activity Playbook

Review team activity.

Clone This Playbook

Goal Tracking Playbook

Track team goals.

Clone This Playbook

1500+ App Integrations

Connect Finmo + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Manychat

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

Wix

You Need A Budget (YNAB)

Accredible Credential

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New application is created in Finmo

Then

Recurring Work on autopilot

Autopilot

Document Collection

Enter application ID

Scan for missing docs

Send reminder email

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Finmo

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Finmo AI Agent

An AI agent for Finmo connects to your account to perform tasks like document collection, data verification, and status updates, acting on your instructions across your apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Finmo

Turn your mortgage applications into funded loans faster

Catch up on every application missing essential documents

Find deals that have stalled in the approval stage

Send status updates to clients with approved loans

Gather missing income verification from recent leads

Prepare a summary of weekly funded volume

Got a different task in mind? Describe it

Validate all incoming document uploads for completeness

Notify the broker when a file is ready for review

Clean up duplicate client records in the system

Extract data from uploaded bank statements

Archive closed files in long-term storage

Got a different task in mind? Describe it

Audit files for missing regulatory disclosures

Flag applications with incomplete identity verification

Verify AML check completion for all new deals

Report on compliance document coverage

Notify team of policy update requirements

Got a different task in mind? Describe it

Analyse conversion rates across your broker team

Identify bottlenecks in the processing workflow

Forecast monthly funding volume

Summarise feedback from client surveys

Review team activity for the week

Got a different task in mind? Describe it

How Does a Finmo AI Agent Work

Keep your mortgage pipeline moving — with agents on autopilot

1. Request missing documents the moment a lead lands

2. Update deal status in your CRM when it changes

3. Celebrate funded deals with your team

4. Remind clients of expiring documents

5. Flag high-priority deals for immediate review

1. Organise new client uploads instantly

2. Check for duplicate entries in the system

3. Validate document expiry dates

4. Notify the broker of document approval

5. Archive files when deals close

1. Monitor for missing mandatory disclosures

2. Verify identity documentation on arrival

3. Log compliance checks in your master tracker

4. Alert on policy non-compliance

5. Weekly compliance summary digest

1. Track funding volume as it happens

2. Identify slow-moving applications

3. Monitor new lead volume

4. Alert on large deal opportunities

5. Weekly team performance report

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Client Onboarding Playbook

Document Request Playbook

Loan Status Update Playbook

Funded Deal Handoff Playbook

Document Verification Playbook

Data Entry Playbook

File Cleanup Playbook

Compliance Check Playbook

Task Delegation Playbook

Regulatory Audit Playbook

Policy Update Playbook

AML Check Playbook

Disclosure Tracking Playbook

Risk Assessment Playbook

Monthly Performance Playbook

Volume Forecasting Playbook

Client Feedback Playbook

Team Activity Playbook

Goal Tracking Playbook

Connect Finmo + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Finmo AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Finmo AI Agent