Case Studies
Real projects. Real outcomes.
Here's what it looks like when the right systems are in place.
Clients we've worked with
30%
less manual data entry
HubSpot ↔ Mortgage Automator Bi-Directional Sync
The Problem
Sales and operations lived in two disconnected systems. Every deal meant double data entry, constant tab-switching, and inevitable errors.
What We Built
A bi-directional API integration between HubSpot and Mortgage Automator. Leads sync automatically, status changes flow in real time. One pipeline, visible to everyone.
Results
✓30% reduction in manual data entry
✓Eliminated duplicate records across both platforms
✓Real-time pipeline visibility for sales and operations
✓Hours saved weekly per team member on status updates
1,000+
records migrated cleanly
CRM Data Migration — 1,000+ Records
The Problem
Years of borrower, guarantor, and deal data spread across Mortgage Automator with no CRM layer to manage relationships or report on pipeline health.
What We Built
Full migration of 1,000+ records into HubSpot — mapped, cleaned, deduplicated, and structured with proper associations between contacts, companies, and deals.
Results
✓1,000+ records migrated with zero data loss
✓Clean contact-to-company-to-deal associations
✓Complete borrower and deal history accessible in HubSpot
✓Foundation for automated reporting and pipeline management
100%
real-time pipeline visibility
Pipeline Reporting & Executive Dashboards
The Problem
No visibility into where deals were stalling. Pipeline reviews were based on gut feel and manual spreadsheet exports.
What We Built
Custom reporting dashboards in HubSpot showing real-time pipeline status, conversion rates, time-in-stage, and team performance. Automated weekly reports to leadership.
Results
✓Real-time visibility into pipeline health for the first time
✓Identified specific deal stages where conversion was dropping
✓Replaced manual end-of-month reporting with automated dashboards
✓Leadership making data-driven decisions instead of guessing
Day 1
standardized operations
HubSpot CRM Implementation for Private Lender
The Problem
Scaling lending operations with no structured CRM. Deal tracking lived in spreadsheets and email threads. Follow-ups were inconsistent.
What We Built
Full HubSpot CRM implementation with custom deal pipeline stages, loan-specific properties, automated task creation, and contact structures designed for borrower-broker-lender relationships.
Results
✓Standardized deal flow across the entire team
✓Automated follow-up tasks at every pipeline stage
✓Complete borrower and broker relationship tracking
✓Clean reporting foundation from day one
Full
digital presence from scratch
Custom Website & Digital Presence Build
The Problem
Needed a modern web presence for their national community — event registration, content publishing, community engagement. Existing site was outdated and hard to update.
What We Built
Complete website redesign and build — clean, responsive, self-manageable. Event landing pages, content workflows, and a structure built to scale.
Results
✓Modern, responsive website reflecting organizational credibility
✓Self-manageable content and event pages
✓Improved community engagement and event registration
✓Foundation for future digital operations