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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Contact info

Borrower or prospect contact details. Typing a name searches existing HubSpot contacts — pick a match to pre-fill and link it, or keep typing to create a new contact on submit.

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 and pre-fill their details.

Lead source

How this opportunity entered your funnel.

Lead type

Saved to the HubSpot contact as Contact Type.

Source category

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

Property address

Subject property location.

Street address

City

State

Zip code

Loan type

Select the loan program for this lead.

Loan type

Notes

Additional context for this lead.

Notes