The Lender That Runs on HubSpot
— and Builds It for Its Partners.
TAG Lending Group is a HubSpot Certified Partner. Every lead, partner and loan milestone in our wholesale and correspondent operation runs through HubSpot — and our MLO, broker and Realtor partners plug into the same system.
What Our Partnership Means for You
We don't just use HubSpot — we build on it every day. Our partners get the same tools we use to source, track and close loans.
Mortgage-Built CRM
Contact, partner and deal pipelines set up for how loans actually move — with key loan data flowing in from our LOS.
Automated Follow-Up
Email and text workflows fire the moment a lead hits a form, landing page or website — no manual chasing.
Lead Scoring & Segmentation
Rules-based scoring and smart lists so your team calls the right people first and markets to the right audience.
Real-Time Team Alerts
Slack and HubSpot notifications keep loan officers, processors and partners on the same page.
Co-Branded Marketing
Co-branded flyers, open house materials and email campaigns built and tracked inside HubSpot.
Engagement Visibility
See which Realtors and borrowers open, click and engage — and prioritize your calls accordingly.
HubSpot-Certified Team
Our team is trained and certified by HubSpot Academy to build and run the systems our partners rely on.
Add-Ons Built on Top of HubSpot
Pay for what you need, when you need it.
Automated Text Messaging
Automated and group texts that go out when someone submits your intake form, landing page or website form.
Slack Integration
Lead alerts, meeting notifications and pipeline updates delivered straight to your team's Slack channels.
Lead Scoring
Custom scoring rules plus segmented lists that trigger targeted email automation.
Roadmap to Homeownership® Intake Forms
Every lead is captured, scored and pushed into HubSpot with follow-up by email, text and call. Includes:
- Pre-Listing Form
- Condo Review Form
- Buyer's Consultation Form
- Seller's Consultation Form
- Buyer Quick Qualification Form
- Refinance Intake Form
Pick the Right HubSpot Edition
HubSpot is sold by hub and by edition. As a Certified Partner, we'll help you choose the setup that fits your team — and avoid paying for what you won't use.
Core CRM tools for getting organized. Best for testing the platform.
Forms, email marketing, landing pages, simple automation and meeting scheduling. Priced per seat.
Full automation, sequences, custom reporting, lead scoring and more. Includes a one-time HubSpot onboarding fee.
Advanced controls, permissions and reporting for larger teams. Includes a one-time HubSpot onboarding fee.
Pricing, seats and features are set by HubSpot and change often. Always confirm current pricing on HubSpot's site.
Let's Build Your System Together.
Questions about HubSpot, our add-ons or how our partners use them? Book time with Anthony Angelillo and the TAG team.