NALO is the medium that integrates your LOS with HubSpot by mapping 1003 application fields into HubSpot. With NALO, you can automatically configure HubSpot to support your mortgage origination process. Any change that’s made with your LOS automatically gets updated into HubSpot, triggering programmed email sequences and workflows.HubSpot enables loan officers, processors, underwriters, and closers to finalize more loans in an expedited and timely manner.

NALO is the medium that integrates your LOS with HubSpot by mapping 1003 application fields into HubSpot. With NALO, you can automatically configure HubSpot to support your mortgage origination process. Any change that’s made with your LOS automatically gets updated into HubSpot, triggering programmed email sequences and workflows. HubSpot enables loan officers, processors, underwriters, and closers to finalize more loans in an expedited and timely manner.

Improve Loan Origination Workflow Management

By leveraging deals in Hubspot, your team can create custom pipelines to track each stage of a Refi, Conventional, FHA, or VA Loan, plus more.

 

This enables sales, marketing, and operations to work seamlessly together by using custom build workflows. These workflows are then used to assign tasks to each team member, track the stage of any given loan, automate marketing communication & campaigns, plus more.

 

Benefits:
  • any ideal and practical working relationship with LOs & LPs 
  • keep stakeholders in the loop
  • improve performance between cross departments
  • improve accountability by adding transparency to your business processes and amongst team members 
  • track and monitor mortgages while they are being originated
  • improve accountability and transparency amongst team members

Tracking The Process

Hubspot gives you a pipeline to track the progress of mortgages through the entire origination process without having to log in to your LOS.
Alerts, notifications, and automated workflows are configurable to user preferences. These helps the customer, sales, and operations teammates stay out of the dark, closing loans faster.

Activity Ledger

Hubspot’s activity ledger is built to give mortgage originating teams a visual snapshot of current loan activity. It creates a ledger of activity performed by all actors in the mortgage origination process making it easier to stay up to date with loan status.

Information Retrieval

Loan Officers can reduce the number of steps needed to retrieve information their borrow may ask for at any given time. This is simply done by accessing the contact record in Hubspot. The contact records are populated with over 140 fields associated with a single borrow within an LOS platform.

Benefits:
  • retrieve borrower unfo from desktop, tablet, and mobile devices
  • take calls from anywhere
  • respond to borrower questions head-on

Customer Experience

HubSpot CRM is the best method for enhancing the customer experience within the loan origination process. Through improved communication amongst all parties involved, borrowers and stakeholders can expect  accurate information to be delivered in a timely manner. In addition, informative marketing materials can also be automated for any stage of the origination process.

Integrations

The most popular integrations for a loan originators are e-signature and SMS messaging apps. 

E-signatures help to accelerate the process of signing documents while avoiding the need for wet signatures.

SMS text messaging is a norm for communicating with borrowers. Incoming and outgoing messages are all recorded within the borrowers Hubspot profile.  
Benefits:
  • access to 100+ apps in HubSpot App Marketplace
  • quickly activate apps in minutes
  • automatically notify stakeholders when a document is signed by a borrower

 

New To CRMs? We Can Help

Does it organize you or confuse you?

    • CRM: Store all of your leads in one place with all the relevant information you need to build relationships, originate mortgages, and close the deal. Learn More
    • Activity Stream: Data is king for keeping your sales, marketing, and operations team on the same page. This is done when these areas can see call history, email strings, notes, and all necessary tasks. Learn More
    • Workflows: Improve workflow by automating of your sales, marketing efforts, and internal processes for each mortgage type. Learn More
  • Pipelines: Every mortgage stage has unique requirements that need to be tracked and retrieved at any moment. Pipelines makes it easy to monitor movement and advance all mortgages to closing. Learn More
  • Tasks & Notifications: Assign tasks to create accountability among the team and alert yourself or reps to key activity ensuring nothing is missed. Learn More: Tasks & Notifications

Are you fast & efficient despite being busy?

    • Lead Scoring: While some people are ready to buy others won’t be. Assign point values based on almost anything imaginable (opens, clicks, source, site visits, calls, emails etc.) to know who to follow up with, the right channels to use, and the best time. Learn More
    • Mobile: Manage your entire sales team from the field with all the information you need. At a house opening event? Add new leads to create deals right away rather than waiting, or worse, forgetting. Learn More
    • Sales Automation: Auto-creation and routing/assignment of new deals among your team. Learn More

    • Email Extension: Stop toggling between your emails and your CRM. Get the details you need right in your inbox (or anywhere on the internet). Learn More
      Does it help you sell more & close more deals?
        • Sales and Operation Reporting: Track the performance of individual loan officers, pipelines, or the origination cycle as a whole to really know what’s working. Learn More

        Want to learn if Nalo is a good fit for your organization?

        Sign up to demo Nalo or talk to a sales rep.