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TXU
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Member since ‎Sep 20, 2020
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TXU on August 07, 2022
Text message reminders to client and contact owner
I really think the meetings link is great. It is a great tool to use . couple things need approvement. so that we don' have to zap or get another calendy or scheduler that can do texting. 1. If the meetings could have a text reminder option read more
Reply Idea Meetings
1 upvote
1 Reply
Jtherrien on March 20, 2019
Newbie to Hubspot. Using for mortgage CRM to manage client and realtor relationships
Hey there HS power users. I need some help accomplishing a few tasks. I will be using the CRM and really nothing else as of now. I receive referrals from Realtors, financial advisors, divorce attorneys etc. When they send me a referral I enter the c read more
Reply Discussion Contacts
0 upvote
10 Replies
TXU
Member
April 23, 2022
GB3- and or any other loan officers if your still open to collaboration with loan officers. I would love to share some of the things I have been d...read more
TXU on April 22, 2022
Mobile app show sales message activity
There are many important text messages that go out and sales message seems to have all the integrations to display in hubspot webased but not hubspot mobile. Could the text messages be displayed in the activity on the mobile app as it does on web b read more
Reply Idea Activity Feed
0 upvote
0 Reply
TXU on January 27, 2022
Create custom token for Users (Deal Owner )
Please find a way to add more tokens in addition to the ones circled for the User (Deal Owner). the deal owner is the sales person , the templates should be able to populate the sales persons phone number, personal landing page, or any other uni read more
Reply Idea Marketing Emails
1 upvote
1 Reply
TEsters on December 13, 2020
API Creation for Encompass
Hello Team, Looking for an API for a system called Encompass (by Ellie Mae). Need to pull in contact and workflow data from this tool automatically into HubSpot for real time updates. Any plans to get this tool on the list for API purposes? I read more
Reply Idea HubSpot Support
4 upvotes
2 Replies
TXU
Member
December 06, 2021
is there any ideas to get a mortgage crm built into hubspot ? like jungo is built into salesforce. I thought of possibly integrating salesforce to...read more
TXU on March 13, 2021
Deal Cards to display more properties
Please let us create our own display options for the deal cards. I understand you don't want to have a lot of info on a display card or else it will not be efficent with space. But if we could be allowed to have say a sub stage feature on the c read more
Reply Idea Deals
1 upvote
1 Reply
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