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Built for Compliance.
Engineered for Growth.

  • Bespoke Mortgage Application Objects

    We configure custom objects that track every mortgage case as a unique record.

  • Guardrailed Case Pipelines

    We build compliance-driven pipelines that guide files from fact-find to completion seamlessly.

  • Integrated Protection Engine

    We automate protection tracking so opportunities are never missed at offer stage.

  • Renewal Automation System

    We implement automated workflows that protect your back book and prevent client leakage.

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How HubSpot Transforms Your Brokerage

Our HubSpot configuration delivers a complete mortgage case management system that maintains compliance, captures every opportunity, and grows your back book.

Bespoke Mortgage Application Objects

Track every mortgage application and protection recommendation as unique records with LTV, DTI, and compliance markers.

Guardrailed Case Pipelines

Move files seamlessly from fact-find to completion with automated compliance checkpoints built directly into your workflow.

Integrated Protection Engine

Automatically spin up protection deals when mortgage offers are issued to track applications and clawback risks.

Progressive Smart Forms

Reduce form abandonment by capturing basic details first and intelligently requesting additional information on return visits.

Automated Renewal Campaigns

Plug the 69% client leakage with automated touchpoints triggered by fixed-rate expiry dates in your system.

True ROI Reporting

Move beyond vanity metrics to see how your pipeline is really performing, where you can seal any leaks, and measure your team's performance

Our Proven HubSpot Implementation Process for Brokerages

  • Configuration & Build
  • Training & Optimization
We map your brokerage's unique workflows, client journey, and compliance requirements to design a HubSpot configuration that reflects how your business actually operates. Our discovery process ensures every custom object, pipeline stage, and automation aligns with your operational reality.
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What Our Clients Say

Clear, Coherent Marketing Strategy

Stonehouse Communications has helped us to map out a clear, coherent marketing strategy, bringing genuinely joined-up thinking to our estate planning practice.

Estate Planning Consultancy
Managing Director

Friendly and Informative

They're friendly and informative, and with the guidance of Stonehouse Communications, we have seen positive interactions with our weekly marketing emails increase by over 400%.

Estate Planning Consultancy
Director

Reliable and Efficient Flow of Business

They take the time and effort to understand how Holland Asset Management functions, and this has resulted in a reliable and efficient flow of business.

Estate Planning Consultancy
Director

Helped us to Establish our Brand

Stonehouse Communications has helped us to establish our brand and identity in a way that resonates with our clients and has resulted in us building up a healthy pipeline of business.

Legacy Planning Consultancy
Director

Stonehouse Communications has been a Gamechanger

HubSpot implementation with Stonehouse Communications has been a game-changer. Finally, we can integrate our marketing campaigns with our database, track interest, and fine-tune our responses in a way that is relevant and focused. 

Legacy Planning Consultancy
Director

I'd Highly Recommend Stonehouse

I have been working with Iain and his team at Stonehouse Communications for over a year. They have been providing support with our CRM HubSpot on a retained basis. They have been great in setting up the system and helping us utilise it with our requirements. I'd highly recommend working with Stonehouse Communications for your CRM support.

HR & Recruitment Consultancy
Director

Great Service from a Superb Team

Great service from a superb team. Personable, professional, and managing all our IT and social media quickly and efficiently. Definitely worth a call if you are looking to expand your business!

Financial Services
Director

Cannot Recommend Enough

Stonehouse Communications handles our social media and email campaigns. Since they took over, we have noticed a massive difference in engagement. They are highly professional and personable and thoroughly research their material, ensuring that everything posted is true and correct rather than some other companies who use a copy-and-paste approach. Cannot recommend enough

Financial Services
Director
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