Hi community,
I am just wondering if anyone is managing loan deals in the HubSpot and trying to figure out what makes the most sense for revenue tracking.
- When you set up a deal in HubSpot, what do you typically put in the “Amount” field—just the loan amount, the interest, or something else?
- Also, for adjustable-rate mortgages (like 5, 7, or 10-year ARMs), where the interest rate can change every year, how do you handle those rate changes in HubSpot and do you update the original deal, create new deals for each change, or use custom properties and workflows to track everything under one deal?
- Are most people using a separate loan management system and syncing data into HubSpot, or have you found a way to manage everything within HubSpot itself?
Any tips or tricks for tracking loan management and performance?
Would love to hear how you’re handling this—thanks in advance for your advice!
