--- title: "Credit Union Webinar: Setting Up Funded Loan Tracking With Your CRM" description: Learn how full-funnel tracking of funded loans benefits credit union marketing efforts as well as increases the opportunity to retain applicants in process. --- [![WebStrategies, Inc.](https://www.geear.io/hs-fs/hubfs/New/2020/logo.png?width=240&height=30&name=logo.png) ](https://www.geear.io/) # Webinar: Setting Up Funded Loan Tracking With Your CRM ### Which marketing campaigns drive your credit union’s funded loans? With full-funnel tracking, you will know what drives revenue, not just leads. Simply knowing the number of people who viewed an offer on your website, or even started an application, doesn’t measure the campaign's effectiveness. Pageviews are now considered “vanity metrics.” Ideally, it's best to integrate your CRM (like HubSpot) with your LOS (such as MeridianLink) for full-funnel loan tracking.   However, if that isn't possible, our team has worked with dozens of credit unions on data integration techniques and will share them on the webinar.  **Benefits of tracking funded loans** - Clarity on which marketing channels best convert to funded applications - Understand how each marketing channel affects the loan value - Justify your marketing budget to the board - Improve retention by connecting with applicants through automated emails and notifications based on application status **See the power of funded loan tracking and how it can be implemented at your credit union.** ### **This webinar already aired but you can access the recording now.** ### **Register to watch the webinar now** ** [![Google Premier Badge](https://www.geear.io/hs-fs/hubfs/Google%20Premier%20Badge.png?width=85&height=81&name=Google%20Premier%20Badge.png)](https://www.google.com/partners/agency?id=7912944906) [![Best Place To Work 2022](https://www.geear.io/hs-fs/hubfs/VaBizBPTW_2022_digitalBadge.png?width=84&height=78&name=VaBizBPTW_2022_digitalBadge.png)](https://www.webstrategiesinc.com/blog/webstrategies-named-among-2022-best-places-to-work-virginia) [![HubSpot_diamond-badge-color](https://www.geear.io/hs-fs/hubfs/HubSpot_diamond-badge-color.png?width=84&name=HubSpot_diamond-badge-color.png)](https://www.webstrategiesinc.com/blog/webstrategies-reaches-diamond-tier-as-a-hubspot-solutions-partner) ![Shopify Expert](https://www.geear.io/hs-fs/hubfs/New/2020/image-69.png?width=150&height=66&name=image-69.png) ![Partner-Badges-2023_Partner](https://www.geear.io/hs-fs/hubfs/Partner-Badges-2023_Partner.png?width=120&height=41&name=Partner-Badges-2023_Partner.png)   ### Where to reach us 14241 Midlothian Turnpike, Suite 306 Midlothian, VA 23113 ### Call us [804-200-4545](tel:804-200-4545) Member of WSI Worldwide Network. [![WebStrategies, Inc.](https://www.geear.io/hs-fs/hubfs/New/2020/logo-icon.png?width=50&height=34&name=logo-icon.png) ](https://www.webstrategiesinc.com/) WebStrategies Inc. © ![](https://dc.ads.linkedin.com/collect/?pid=45240&fmt=gif) ```json { "@context" : "https://schema.org", "@id" : "https://www.geear.io/#organization", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Midlothian", "addressRegion" : "VA", "postalCode" : "23113", "streetAddress" : "14241 Midlothian Turnpike, Suite 306" }, "alternateName" : "Geear (formerly WebStrategies)", "areaServed" : { "@type" : "Country", "name" : "United States" }, "award" : [ "HubSpot Impact Award for Technical Expertise (North America)", "HubSpot Diamond Solutions Partner", "SOC 2 Type II Certified", "Google Premier Partner", "Microsoft Advertising Partner", "HubSpot Financial Services Industry Specialist" ], "contactPoint" : { "@type" : "ContactPoint", "areaServed" : "US", "availableLanguage" : "English", "contactType" : "customer service", "email" : "sales@geear.io", "telephone" : "+1-804-200-4545" }, "description" : "Geear is a SOC 2 Type II HubSpot Diamond Solutions Partner specializing in marketing, integration, and automation for credit unions, community banks, and equipment manufacturers. 120+ credit unions served and 35+ core/LOS systems integrated with HubSpot.", "foundingDate" : "2005", "knowsAbout" : [ "HubSpot", "HubSpot CRM", "HubSpot Marketing Hub", "HubSpot Sales Hub", "HubSpot Service Hub", "HubSpot Data Integration", "Credit Union Marketing", "Community Bank Marketing", "Equipment Manufacturer Marketing", "NCUA Compliance", "TCPA Compliance", "CAN-SPAM Compliance", "SOC 2 Type II", "Jack Henry Symitar", "Fiserv", "MeridianLink", "Episys", "DNA Core Banking", "CUDL Origence", "Encompass", "Blend", "Marketing Automation", "Marketing Attribution", "Multi-Touch Attribution", "Inbound Marketing", "Digital Advertising", "Google Ads", "Microsoft Advertising", "SEO", "Generative Engine Optimization" ], "knowsLanguage" : "English", "logo" : "https://www.geear.io/hubfs/template-assets/GeearLogo.svg", "makesOffer" : [ { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "name" : "HubSpot Onboarding & Implementation for Credit Unions" } }, { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "name" : "HubSpot Onboarding & Implementation for Community Banks" } }, { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "name" : "HubSpot for Equipment Manufacturers" } }, { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "name" : "Core Banking System Integration with HubSpot" } }, { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "name" : "Digital Marketing for Financial Institutions" } }, { "@type" : "Offer", "itemOffered" : { "@type" : "Service", "name" : "Marketing Attribution & ROI Reporting" } } ], "name" : "Geear", "numberOfEmployees" : { "@type" : "QuantitativeValue", "value" : "45" }, "sameAs" : [ "https://www.linkedin.com/company/geear-io" ], "telephone" : "+1-804-200-4545", "url" : "https://www.geear.io/" } ```