{ "slug": "mortgage-automator", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/", "name": "Mortgage Automator", "vendor": "Mortgage Automator", "aliases": [ "MA", "Mortgage Automator LOS", "Automator" ], "website": "https://www.mortgageautomator.com/", "category": { "slug": "lending-and-wealth", "name": "Lending and wealth", "url": "https://apps.sectorgrowth.com/categories/lending-and-wealth/" }, "summary": "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.", "answer": "No. Connecting Mortgage Automator to HubSpot today means building the bridge yourself, because a HubSpot App Marketplace search turns up no Mortgage Automator app, as of September 2026. Sector Growth can scope that build now, at roughly 70 to 150 hours. Our own HubSpot and Mortgage Automator sync app is in development for the HubSpot Marketplace and is not listed yet.", "nativeApp": { "status": "none", "verifiedAt": "2026-09-22" }, "api": { "style": "rest", "auth": "api-key", "webhooks": "no", "changedSince": "partial", "sandbox": "unknown", "rateLimit": "The documentation does not state a request or polling limit", "docsUrl": "https://app.mortgageautomator.com/app/apidoc.php" }, "objects": [ { "source": "Borrower", "hubspot": "contact", "direction": "two_way", "key": "Borrower id in a unique number property on the contact", "notes": "A borrowing couple often shares one email, so email is the wrong key." }, { "source": "Broker", "hubspot": "company", "direction": "two_way", "key": "Broker id in a unique number property on the company" }, { "source": "Broker staff", "hubspot": "contact", "direction": "two_way", "key": "Broker staff id, associated to the broker company" }, { "source": "Investor, individual", "hubspot": "contact", "direction": "two_way", "key": "Investor id in a unique number property on the contact" }, { "source": "Investor, entity", "hubspot": "company", "direction": "two_way", "key": "Investor id in a unique number property on the company" }, { "source": "Loan", "hubspot": "deal", "direction": "to_hubspot", "key": "Loan id, with loan status mapped to a deal stage", "notes": "One way. Loan terms belong to the servicing system, not the pipeline." }, { "source": "Investment account", "hubspot": "custom", "direction": "to_hubspot", "key": "Investment account id, associated to the investor" }, { "source": "Investment", "hubspot": "custom", "direction": "to_hubspot", "key": "Investment id, associated to the account and the loan" } ], "approaches": [ { "kind": "custom", "fit": "recommended", "why": "A keyed service reads the loan change feeds, scans the other entities and writes HubSpot in an order that keeps the loan graph intact. Sector Growth can scope and build this today." }, { "kind": "native", "fit": "possible", "why": "Our HubSpot and Mortgage Automator sync app is in development for the HubSpot Marketplace and is not listed yet, so it is not available today. When it lists, an install will cover a standard mapping without a build." }, { "kind": "ipaas", "fit": "possible", "why": "A per-task platform can prove one trigger in an afternoon, such as a new loan raising an alert. It bills per task, so the association passes that a loan graph needs get expensive and brittle." }, { "kind": "data-sync", "fit": "avoid", "why": "HubSpot Data Sync carries no Mortgage Automator connector, so there is nothing to configure. Choosing it means waiting for a connector that has not been announced." } ], "effort": { "discoveryHours": [ 10, 20 ], "buildHours": [ 70, 150 ], "buildBand": "70 to 150 hours", "typicalElapsed": "4 to 8 weeks" }, "pattern": "polling-watermark", "faqs": [ { "q": "Is there a Mortgage Automator app in the HubSpot App Marketplace?", "a": "No. Searching the HubSpot Marketplace turns up five loosely matching apps, none of them published for Mortgage Automator. Our own HubSpot and Mortgage Automator sync app is in development for the HubSpot Marketplace and is not listed yet, so it is not a route you can take today. We scope a custom build instead." }, { "q": "How does the Mortgage Automator API authenticate a request?", "a": "With two headers rather than a bearer token. The account id goes in one, and the second carries a digest of the account id, the API key, the entity and action being called, and an hourly timestamp in UTC. The digest changes every hour, so a long-running job has to recompute it instead of caching one value." }, { "q": "Can Mortgage Automator send a webhook when a loan changes?", "a": "No. The Lender API documentation describes no webhook or subscription mechanism. Change is delivered instead through created and updated loan feeds that a client lists and then acknowledges. Every other entity is a paginated scan, so the integration polls on a schedule and compares what it reads against what it stored last time." }, { "q": "How quickly does a funded loan appear in HubSpot?", "a": "As fast as the polling interval allows, which is a design choice rather than a vendor limit. The documentation states no request ceiling and no recommended cadence. We usually run the loan feeds every few minutes and the full entity scans hourly, which keeps the deal record current without hammering the source." }, { "q": "What happens if the sync misses a loan update for two days?", "a": "The feed purges it. Created and updated items that are not acknowledged within 48 hours are removed, so an outage over a long weekend leaves a hole the feed cannot report. We acknowledge only after the HubSpot write commits, and a reconciliation pass counts loans on both sides so the gap surfaces as a number." }, { "q": "Should a Mortgage Automator loan be a HubSpot deal or a custom object?", "a": "A deal, in almost every case. Lenders want funded volume, maturity dates and broker attribution in pipeline reporting, and a deal gets that for free. Investment accounts and individual investments belong on custom objects, because they are positions rather than pipeline, and putting them in a pipeline distorts every forecast." }, { "q": "Can HubSpot write back to Mortgage Automator?", "a": "For people and firms, yes. Borrowers, broker firms, broker staff and investors can move in both directions, so a contact corrected in HubSpot updates the lending system. Loans, investment accounts and investments stay read only into HubSpot. Their terms are servicing records, and a pipeline edit is not an approved change to a loan." }, { "q": "How many hours does a Mortgage Automator and HubSpot integration take?", "a": "A keyed two-way sync across the main entities runs 10 to 20 hours of discovery and 70 to 150 hours of build. Read-only into HubSpot sits at the bottom of that band. Two-way on people and firms adds conflict rules, echo suppression and the identity tie handling that most of the upper range pays for." } ], "sections": [ { "depth": 2, "text": "Why teams connect Mortgage Automator to HubSpot", "anchor": "#why-teams-connect-mortgage-automator-to-hubspot", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#why-teams-connect-mortgage-automator-to-hubspot" }, { "depth": 2, "text": "What syncs", "anchor": "#what-syncs", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#what-syncs" }, { "depth": 2, "text": "Architecture", "anchor": "#architecture", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#architecture" }, { "depth": 2, "text": "Three ways to connect", "anchor": "#three-ways-to-connect", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#three-ways-to-connect" }, { "depth": 2, "text": "What breaks and how we prevent it", "anchor": "#what-breaks-and-how-we-prevent-it", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#what-breaks-and-how-we-prevent-it" }, { "depth": 3, "text": "Signature errors on the hour", "anchor": "#signature-errors-on-the-hour", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#signature-errors-on-the-hour" }, { "depth": 3, "text": "Feed items purged after 48 hours", "anchor": "#feed-items-purged-after-48-hours", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#feed-items-purged-after-48-hours" }, { "depth": 3, "text": "Investors who are also brokers", "anchor": "#investors-who-are-also-brokers", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#investors-who-are-also-brokers" }, { "depth": 3, "text": "HubSpot limits shared across tenants", "anchor": "#hubspot-limits-shared-across-tenants", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#hubspot-limits-shared-across-tenants" }, { "depth": 2, "text": "Our approach", "anchor": "#our-approach", "url": "https://apps.sectorgrowth.com/integrations/mortgage-automator/#our-approach" } ], "caseStudies": [], "guides": [ "https://apps.sectorgrowth.com/guides/choose-a-hubspot-integration-approach/" ], "builtBySectorGrowth": false, "status": "published", "verifiedAt": "2026-09-22", "updatedAt": "2026-09-25", "authors": [ { "name": "Prash", "role": "Lead of Technical Integrations and AI Solutions" } ], "sources": [ { "title": "Mortgage Automator Lender API Documentation", "url": "https://app.mortgageautomator.com/app/apidoc.php" }, { "title": "Loan Origination & Servicing Software | Mortgage Automator", "url": "https://www.mortgageautomator.com/" }, { "title": "Custom object records API guide", "url": "https://developers.hubspot.com/docs/api-reference/legacy/crm/objects/custom-objects/guide" } ] }