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The Hubspot mortgage solution defines all the fields and reports to upload data and monitor performance.
The Hubspot mortgage solution allows you to track all aspects of mortgage and home equity lending.
The Hubspot mortgage solution can track detailed loan level attributes, by lender and market segment.
The Hubspot mortgage solution introduces simple and easy-to-understand data standards that can easily be maintained.
Nonbank lenders for 1st & 2nd mortgage & HELOCS
Bank lenders for 1st & 2nd mortgages and HELOCS
Credit union for 1st & 2nd mortgages and HELOCS
Active agency correspondent sellers
Active GSE agency seller/servicers
The mortgage solution provides a definition of the fields, reports & dashboards, including data types & enumerations for administrators to implement.
A total of 54 components, including 25 Account, 2 Contact, 2 Lead and 11 Opportunity fields, plus 10 Reports and 3 Dashboards.
Yes, because this is implemented by your administrator all the components can be edited or deleted.
Yes, MtgeFi adds new components based on customer requirements, typically on a quarterly release schedule.
Yes, annual subscriptions can be purchased, with scheduled product deliveries monthly.
Yes, we provide limited samples of historic data for review.
Salesforce functionality allows this mortgage solution components to be installed directly as an unmanaged package.
Agency originations data is available monthly; ready for delivery on the seventh business day after month end. Non-agency data is refreshed quarterly.
We support credit card and ACH payment methods.
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“Invaluable insight into mortgage volumes and market dynamics…”
We evaluate a lot of mortgage technology and services businesses. This allows us to quickly run customer- level models to decide if and how we should proceed.
— Partner, Private Equity
“We can plan for monthly lender performance calls…”
Before we start the monthly call we know the upside opportunity and downside risk associated with performance. We can request pipeline in areas we know we can perform; it’s a win-win.
— SVP Operations, Title & Valuations
“We know what unit volume commitments we should ask for…”
When on-boarding new lenders we are asked to implement one-off processes on promises of volume. This knowledge allows us to secure a volume ramp based on hitting agreed milestones.
— EVP Sales, Large National AMC
“We track progress on appraisal (modernization) initiatives…”
We report monthly on these new waiver and hybrid programs to our production executives. We want to offer our LOs and borrowers the most innovative and cost effective choices we can.
— Collateral Policy, Top 20 Lender
“The top lender rankings have completely changed in 2024…”
This takes the guesswork out of sales. We know which lenders to target, and can see who is gaining or losing originations volume – big lenders have dropped significantly in the rankings.
— CEO, Mortgage Data & Analytics
“We are scrutinizing every marketing dollar we spend..”
We use the insights to update the originations market segmentation every month – we use it to evaluate content, conferences, and advertising – we invest where we can forecast a realistic ROI.
— CMO, Mortgage Settlement Software