Marketing Knowledgebase for LoanStream

How To Check Broker Protection in HubSpot

June 2, 2022 4:02:00 PM PDT by Tom Shaw

 

 
One of the quickest pick-ups our sales team will get is the ability to determine if a broker company is protected or not. 
 
In this video training, you learn how:
  • Search for a Company By Name
  • Search by NMLS ID
  • Determine Protection (Protected or Unassigned)

 

Tags: Company, Account Executive, Sales, Search, Broker Protection

Tom Shaw

Written by Tom Shaw

Chief Marketing Officer at LoanStream Mortgage