HubSpot Is Coming For First Colony Wholesale

Big news, AEs and PCs: HubSpot goes live at the end of October, and training is October 13 and 14. Your data is already in there, and we've walked the whole setup through testing with our implementation partner, Instrumental Group.

We Hear You, Loud and Clear

OptifiNow hasn't been hitting the right notes, and we know it. You told us what was clunky, and this is what we built in response.

What's Ready For Opening Night

• Leads find you. New leads go to the right AE by state and territory, and rotate evenly so nobody gets buried and nothing sits unclaimed.
• Broker applications run themselves. The form sends a confirmation, creates your follow-up task, and routes completed applications to Broker Support for review. When an application needs something, Broker Support writes that note personally.
• Welcome series on autopilot. The moment a partner is approved, their welcome emails start. No writing required.
• Recertification without the chasing. Reminders start 30 days before a partner's re-approval date and handle the rest on schedule.
• A pipeline and reports you can trust. The loan pipeline uses our approved stages, and the reports are checked against the real numbers.

The Encore

• Scan a business card at a tradeshow and it's a HubSpot contact on the spot
• Clean template emails, ready in a couple of clicks
• Flyers ready to attach, no hunting for the right file

Your Own Setlist, and We Take Requests

You also get a toolkit of plays you launch yourself: win-back, Non-QM campaigns, and reliability. A document library inside HubSpot lets you attach those templates to your own 1:1 emails.

Rehearsal is October 13 and 14

Calendar invites are coming, so keep an eye out for yours. Each role (AE, PC, Broker Support) gets the access it needs, and we'll walk through all of it together before opening night.

I'll be with you every step of the rollout, and I can't wait to show you what this does for you and your partner relationships.

See you front row!

Meet Your HubSpot Administrator

I've worked in the mortgage industry since January 2018. What started as an entry-level administrator job grew into a lifelong career in marketing, and even more so in technology.

I began in marketing with social media and the everyday work most marketers know well. Along the way I fell in love with technology: building out systems, getting platforms to work together, and scaling them across a whole company. My favorite part is working with folks like you and helping you use these systems to be more successful.

I'm excited to be at First Colony and to bring HubSpot to the Wholesale Division to help grow your business and stay in front of your partners. I'll be with you every step of the way to guide and teach you, and I'll keep improving the platform so it works the way you need it to. I can't wait to watch you grow your business.

See you at training!

Kayla Benishek, your HubSpot System Administrator