Formerly WebStrategies Inc
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No more manual exports. No more uploading CSV files. No more out-of-sync systems. Sync your systems with a one-time investment and setup fee. Requirements: HubSpot and the newest version of MeridianLink
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How it Works
1 Deal Pipeline in your Marketing
2 Connect Level Tracking
3 Applications and Funded Loan Amounts by Channel
We are actively working to expand functionality to additional LOS and marketing automation platforms. Fill out the contact form to let us know you're interested and we'll be in touch when your systems are compatible.
Let's build something measurable together.