CRM and Integrations Updated
How do you integrate HubSpot with a loan origination system?
The short answer
Connect the loan origination system to HubSpot so loan milestones update the borrower record automatically. Loan officers then get timely follow up, marketing can nurture past clients, and funded loans can be tied back to the original lead source.
Key points
- Sync borrowers, co borrowers, and loan files.
- Use loan milestones to trigger emails and tasks.
- Keep sensitive loan data out of marketing tools.
- Track funded loans by lead and referral source.
What usually syncs
- Borrower contact details.
- Loan milestone and status.
- Loan officer and processor assignment.
- Referral partner, such as the real estate agent.
- Funded and closed dates.
What usually does not sync
Sensitive financial details such as credit data and full application information normally stay in the loan system. Only the fields needed for communication and reporting move to HubSpot.
From our team
How Proven ROI helps
Proven ROI builds HubSpot integrations for Encompass and Arive, including milestone based workflows and referral partner tracking.
Talk to a real personCommon follow up questions
- Which loan origination systems can connect to HubSpot?
- Encompass and Arive are examples. For another system, confirm API access, permissions, available fields and vendor approval before promising a connection.