Predictable Deposit & Loan Growth

HubSpot is a powerful CRM—but it isn’t built for the lending stack out of the box. That’s where Learners.ai comes in.

We reconfigure HubSpot to fit how modern lending institutions operate, with:

• • • Custom data models for borrowers, products, loan types, and servicing journeys
    • Seamless workflows across origination, onboarding, compliance, and servicing
    • Deep integrations with LOS platforms, core systems, and servicing tools

Whether you’re a credit union automating loan onboarding, a digital lender managing deposit flows, or a mortgage team coordinating across brokers and branches—we build a CRM that fits your model, not the other way around.

It makes your revenue and service teams faster, better coordinated, and easier to manage.

For Banks, Credit Unions & Depository Institutions:

• • • Lending teams get real-time visibility into borrower pipelines and approvals
    • Branch teams can onboard accounts and deposits faster with fewer handoffs
    • CX and marketing teams share a unified view—no more swivel-chair workflows

For Alt Lenders & Mortgage Originators:

• • • Automated task reminders keep applications, renewals, and reviews on track
    • Client-facing reps reduce manual admin and deepen relationships
    • Leadership sees what’s stalling loan growth—and how to fix it

Yes—and we help take it further.

HubSpot offers enterprise-grade protections: SOC 2 Type II compliance, GDPR, HIPAA (with Enterprise tier), audit logs, and granular permissions.

But Learners.ai configures it for financial-grade compliance, including:

• • • Role-based access to sensitive data across lending and servicing roles
    • Workflow alignment with your internal compliance policies
    • Audit tracking, retention settings, and segmented permissions

This isn’t a generic CRM. It’s built to pass the sniff test with your compliance, legal, and data governance teams.

Absolutely. We specialize in integrating HubSpot without disrupting your core systems or LOS setup.

We’ve connected HubSpot to platforms like:

• • • Fiserv, Jack Henry, and Q2 for core and digital banking
      
      
    • Plaid and Glia for identity verification and digital service
      
      
    • Lodestar, Encompass, and Blend for mortgage quoting and loan origination
      
      
    • Custom-built LOS and servicing portals tailored to your internal tools

Your teams get a full customer view—from deposits to documents to servicing—without logging into five systems to get there.

You’re not starting from scratch. Most lending institutions deal with messy data—we’re used to that.

We handle:

• • • Consolidation of lead, application, and deposit data across spreadsheets and systems
      
      
    • Migrations from CRMs like Salesforce, and legacy platforms like MeridianLink, Encompass, FIS, or custom SharePoint and SQL-based tools
      
      
    • Cleanup and normalization of borrower, account, and contact records

You'll walk away with a clean, structured CRM built to scale—without duct tape or data anxiety.

Most firms go live in 3–4 months, depending on complexity and team size.

Our 6-Phase Implementation Framework:

1. 1. 1. 1. Architect – Align CRM to your go-to-market and compliance model
            
            
         2. Design – Map workflows for lending, onboarding, deposits, and servicing
            
            
         3. Build – Integrate with LOS, core platforms, and digital tools
            
            
         4. Deploy – Launch in phases to ensure adoption without disruption
            
            
         5. Optimize – Activate usage with renewal triggers, upsell plays, etc.
            
            
         6. Maintain – Ongoing support and evolution post-launch

We build it right the first time—and evolve it with you.

You don’t get left behind after go-live. We provide:

• • • Certified onboarding specialists to guide your team through every phase
      
      
    • Role-based training for frontline teams—sales, lending, onboarding, service, marketing, and ops
      
      
    • Live workshops and recordings for adoption, campaign builds, and new feature rollouts
      
      
    • Ongoing support to troubleshoot, refine, and evolve your setup as needs change
      
      
    • Advanced optimization services using custom workflows, intelligent automation, and agentic tools—built to extract more ROI from your HubSpot investment over time

This isn’t a one-time install. It’s a long-term partnership—with a team that keeps your CRM evolving, smarter, and more connected to your business strategy.

Not just your admins. The whole front office.

• • • Lending teams use it to track applications, approvals, and outreach
      
      
    • Deposit teams use it to manage onboarding, product promotions, and servicing
      
      
    • Marketing uses it for campaign automation and cross-sell plays
      
      
    • Executives use it for pipeline visibility and deposit flow planning
      
      
    • Ops & compliance use it for user controls, workflows, and audit tracking

HubSpot becomes the command center—not a silo on the side.

We price every project based on your goals and systems. No cookie-cutter packages.

Variables include:

• • • Number of workflows, integrations, and business units
      
      
    • Migration or cleanup requirements
      
      
    • Post-launch support and training needs

Best next step? Book a discovery call and we’ll tailor the right solution to your lending model.