Spreo Capital

Lead Intake

Capture a new lead in HubSpot. Required fields show a *. The lead is assigned to you and linked to a matching or newly created contact.

Who is filling this form?

The loan officer you select becomes the HubSpot owner on both the lead and the contact when you submit.

Please select Loan Originator completing this form

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How this opportunity entered your funnel. For brokers and referral partners, you can link the referring contact below.

Lead type

Saved to the HubSpot contact as Contact Type.

Source category

Not sent to HubSpot — picks which source list appears below.

Borrower or prospect contact details. Typing a name searches HubSpot — pick a match to link it, or choose Create new contact if none match.

First name

Last name

Email

Required if phone is blank.

Phone

Required if email is blank.

Start typing a name to search existing HubSpot contacts, or fill in the fields and create a new one.

Subject property location. Start typing the street address to search and auto-fill city, state, and zip.

Street address

Type to search — pick a suggestion to auto-fill city, state, and zip.

City

State

Zip code

Select the loan program for this lead.

Loan type

Additional context for this lead.

Notes