National Mortgage Brokerage Arive + HubSpot Integration

The challenge

What they were facing

The brokerage was growing faster than its systems. New leads from paid search, organic, and partner referrals came into HubSpot, then had to be manually routed to the right LO based on geography, loan product, and capacity. That routing happened by hand, which meant leads sat for hours before anyone called them. Once a borrower entered Arive, marketing lost visibility. The team could not measure whether a paid search lead actually closed a loan, which realtor partners produced funded volume versus noise, or whether the nurture campaigns were doing anything for borrowers in the middle of the loan process. LOs spent meaningful time every day copying data between Arive, HubSpot, and shared spreadsheets just to keep their book straight.

The solution

How we helped

Proven ROI built a bidirectional Arive + HubSpot integration designed around the way mortgage brokers actually work. Contacts, applications, and loan stages sync between the two systems in near real time. We built automated lead routing in HubSpot that assigns new leads to the right LO based on geography, loan product, license status, and current pipeline load, with instant notifications and SLA tracking. We designed a partner portal experience inside HubSpot that tracks every realtor and builder referral from first introduction through to funded loan, with attribution dashboards each partner and each LO can see. We built borrower nurture journeys triggered by Arive loan stages, compliance safe rate update communications, and review and referral request flows that fire automatically after closing. The result is one pipeline view where marketing, LOs, and partners all see the same truth.

The results

Measurable impact

Lead response time collapsed from hours to under five minutes because routing and notification happened the moment a lead entered HubSpot. Loans per LO per month rose 38% as LOs reclaimed the time they had been spending on data entry and reassigned it to actual borrowers and partners. For the first time, every realtor and builder referral was attributed to a funded loan, which gave the brokerage hard data on which partner relationships were worth investing in. That attribution, paired with automated thank you and update flows for partners, drove a 52% increase in repeat referral rate from existing partners over the following year. The brokerage stopped guessing about partner ROI and started running the partner program like a real channel.

Services delivered