HubSpot Diamond Solutions Partner
HubSpot & Mortgage Automator Integration: Connect Your CRM to Your LOS
Stop the data gap between marketing and funding. This integration syncs borrower data and loan statuses, giving your GTM teams a complete view from first click to funded deal.
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Give Your Underwriters the Full Marketing Context
Stop making your loan officers and underwriters dig through HubSpot for a borrower's marketing history. Our integration surfaces critical HubSpot data (like the original lead source) directly within Mortgage Automator, providing essential context for every application.
See Marketing Origins: Know exactly which HubSpot campaign, ad, or website page drove a new loan application.
Sync Communication Logs: Automatically push key HubSpot emails or notes to the borrower's record in Mortgage Automator so underwriters have the full communication history.
Streamline Broker Management: When a new broker partner is added in HubSpot, automatically create their corresponding profile in Mortgage Automator so they can begin submitting deals.
Stop making your loan officers and underwriters dig through HubSpot for a borrower's marketing history. Our integration surfaces critical HubSpot data (like the original lead source) directly within Mortgage Automator, providing essential context for every application.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Turn Loan Data into Your Best Marketing Tool
Your Loan Origination Software (LOS) is a goldmine of GTM data. This integration pipes that data back into HubSpot, closing the loop between marketing spend and funded loans.
Track True Marketing ROI: Automatically update a deal's status in HubSpot when the loan is funded in Mortgage Automator. You can finally prove which marketing channels are driving actual revenue, not just applications.
Automate Borrower Nurturing: Trigger HubSpot workflows based on loan status. Send automated reminders to borrowers with "Incomplete" applications or re-engage leads who were "Declined" with new offers.
Segment Your Audiences: Create smart lists in HubSpot based on loan type, funded status, or broker activity. Send targeted marketing to brokers who haven't submitted a deal in 90 days.
Give Sales Visibility: Let your GTM team see a contact's real-time loan status directly on the HubSpot contact record, ending the "what's the status of this loan?" questions.
Your Loan Origination Software (LOS) is a goldmine of GTM data. This integration pipes that data back into HubSpot, closing the loop between marketing spend and funded loans.
A Flexible Sync Built for Your Lending Process
Built for Your Business Process Standard connectors are rigid. They force you into a one-size-fits-all model that doesn't fit private lending. We build custom integrations that map to your unique underwriting and funding logic, ensuring data flows exactly where, when, and how you need it.
Built for Your Business Process
Standard connectors are rigid. They force you into a one-size-fits-all model that doesn't fit private lending. We build custom integrations that map to your unique underwriting and funding logic, ensuring data flows exactly where, when, and how you need it.
- Bi-Directional & Uni-Directional Sync: We configure data to flow two-ways or one-way. Sync new HubSpot leads to Mortgage Automator, and sync loan status changes from MA back to HubSpot. You control the source of truth for every field.
- Real-time & Scheduled Syncs: Trigger updates instantly when a loan is marked "Funded" to kick off a HubSpot workflow. Or, run scheduled, nightly syncs for large data cleanups, like updating all contact records with new portfolio data.
- Custom Sync Logic & Triggers: Need to create a HubSpot task for the head of funding only when a loan over $1M is marked "Approved"? We build that custom logic so your process is automated, not broken.
- High-Volume Data Handling: We build for scale. Our integrations are designed to handle your entire historical loan portfolio and high-volume daily applications without hitting API limits or failing.
Comprehensive Object & Field Mapping
We connect your entire quote-to-cash process, from HubSpot deals and contacts to the eBMS objects that run your business.
HubSpot
Mortgage Automator
- Contacts
- Companies
- Deals
- Owners
- Custom Properties (e.g., Lead Source)
- Engagements (Notes / Emails)
- Borrowers
- Brokers / Lenders
- Loans / Applications
- Loan Officers / Underwriters
- Custom Fields
- Notes / Logs
- Contacts Borrowers
- Companies Brokers / Lenders
- Deals Loans / Applications
- Owners Loan Officers / Underwriters
- Custom Properties (e.g., Lead Source) Custom Fields
- Engagements (Notes / Emails) Notes / Logs
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Zapier is great for simple, one-way triggers but fails with complex loan data. Our custom integration provides true bi-directional syncing, handles complex mappings (like loan statuses to deal stages), and includes robust error handling for financial data.
Yes. We map your loan statuses (e.g., Application, In Review, Funded, Declined) in Mortgage Automator to your deal stages in a HubSpot pipeline. This provides full visibility for your GTM team.
When a "Get a Quote" form is submitted on your website, we instantly create a new Contact in HubSpot and a corresponding Borrower record (and a new Application) in Mortgage Automator, eliminating data entry.
Absolutely. We can sync broker data (like their total funded loan volume) from Mortgage Automator to their Company record in HubSpot. You can then build lists to send targeted marketing to your top partners or re-engage inactive ones.
See What a Truly Automated Lending Pipeline Looks Like
Ready to connect your marketing engine to your loan origination platform? Schedule a free, no-obligation discovery call. We'll map out your current data flow and show you exactly how a custom integration can help you fund more loans, faster.
Schedule Your Integration Discovery Call