{"id":579,"date":"2025-06-17T08:59:47","date_gmt":"2025-06-17T08:59:47","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=579"},"modified":"2025-06-17T11:46:13","modified_gmt":"2025-06-17T11:46:13","slug":"loan-deal-management-revenue-tracking_funding-industry","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/06\/17\/loan-deal-management-revenue-tracking_funding-industry\/","title":{"rendered":"Loan Deal Management &amp; Revenue Tracking_Funding Industry"},"content":{"rendered":"<p><P>Hi community,<\/P><P>\u00a0<\/P><P>I am just wondering if anyone is managing loan deals in the HubSpot and\u00a0trying to figure out what makes the most sense for revenue tracking.<\/P><UL><LI>When you set up a deal in HubSpot, what do you typically put in the \u201cAmount\u201d field\u2014just the loan amount, the interest, or something else?\u00a0<\/LI><\/UL><P>\u00a0<\/P><UL><LI>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?<\/LI><\/UL><P>\u00a0<\/P><UL><LI>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?<\/LI><\/UL><P>Any tips or tricks for tracking loan management and performance?<\/P><P>Would love to hear how you\u2019re handling this\u2014thanks in advance for your advice!<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hi community,\u00a0I am just wondering if anyone is managing loan deals in the HubSpot and\u00a0trying 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 \u201cAmount\u201d field\u2014just the loan amount, the interest, or something else?\u00a0\u00a0Also, for adjustable-rate mortgages (like 5, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/579"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=579"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/579\/revisions"}],"predecessor-version":[{"id":580,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/579\/revisions\/580"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=579"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=579"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=579"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}