Lending and wealth
Loan origination systems and custodial feeds carry balances, positions and the status of an application, and much of it arrives as a scheduled file rather than a live API call. Lenders and advisors connect it to HubSpot so the relationship manager sees the portfolio or the application stage without a second login. Record-keeping rules set the direction object by object: borrowers, brokers and investors can move both ways where the source system accepts writes, while the loan, the account and the position stay read-only in HubSpot.
- Custom route
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HubSpot + Mortgage Automator
Mortgage Automator holds the loan book, the brokers who sent it and the investors funding it, and it never tells you when any of that changes.
Custom middleware
Partnerships and accreditations
HubSpot accreditations
Industry specializations
Partnerships
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