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
- 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’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.
- retrieve borrower unfo from desktop, tablet, and mobile devices
- take calls from anywhere
- respond to borrower questions head-on
- access to 100+ apps in
- 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
Are you fast & efficient despite being busy?
- : 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
- : 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
Want to learn if Nalo is a good fit for your organization?
Sign up to demo Nalo or talk to a sales rep.