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.
- API
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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 API integration
Connects by API , iPaaS
Partnerships and accreditations
HubSpot accreditations
Industry specializations
Partnerships
Trust and compliance
We design integrations to support the security and privacy rules your business works under, and we build them on independently audited platforms.
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SOC 2
We build to support SOC 2 security controls, on platforms that hold SOC 2 reports of their own.
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ISO/IEC 27001:2022
We build to support your information security program under ISO/IEC 27001:2022.
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HIPAA
We scope BAA needs in discovery, then design builds around them for covered entities and their business associates.
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GDPR
We scope data-processing needs in discovery and design builds to support your GDPR duties.
About the GDPR at the European Commission (opens in a new tab)
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PIPEDA
We design builds to support your accountability for personal information as it moves between systems.
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CASL
We can build consent capture and sync that support your CASL consent records.
Our builds run on
How we build
- Sandbox first. We build and test in a sandbox before anything reaches production.
- Fail-closed allowlists. An integration runs only against the HubSpot accounts it is approved for.
- Least-privilege access. Each integration gets only the API scopes it needs.
- Secrets in a vault. Keys and tokens live in a secrets vault, never in plain text.
- Sensitive data scoped early. Discovery covers sensitive data, access controls and any BAA or data-processing needs.
- A compliance package for regulated industries: audit logging, field-level encryption and sensitive-data handling.
Need a system in this category we do not list?
Tell us the system and what you need it to do. We reply within one business day, and we say plainly when an integration is not the right answer.
Thanks, we will reply within one business day
Prash or Sean reads every one of these and comes back with a scope, or with the one question we need answered first.
