Learners is top notch for HubSpot implementation and onboarding!

Working with Learners on our HubSpot CRM implementation has been nothing short of exceptional. From the very beginning, their team asked the right questions to understand our business needs and delivered a tailored solution that has transformed the way we operate. The Mortgage Automator integration while not without hiccups has streamlined our workflows and is saving us time! We had access to Learners tools and resources, and their training sessions practical and tailored to our needs. Big shoutout to Emily, whose expertise and support were invaluable. She was responsive, knowledgeable, and genuinely invested in our success. We could not have gotten where we are without her strategic advice along the way! Highly recommend Learners for anyone looking to get the most out of HubSpot!

Seamless Mortgage Automation with Learners.ai

We realized it was time to upgrade how we handled applications. In our old system, there wasn’t a smooth automated connection between applications and funded mortgages. Keeping reports accurate meant a lot of manual updates, which slowed down hand-offs to underwriting. The team at Learners.ai completely revamped our inquiry intake system in HubSpot so applications now flow seamlessly through to underwriting. We used to spend so much time on manual data entry. Now everything flows automatically from applications all the way through to funded mortgages. I have way better visibility into the pipeline and can actually track every lead all the way to loan disbursement. The team at Learners was super supportive throughout the whole process, which really helped make the switch easier than I expected. Honestly, it’s such a relief knowing my sales team can finally focus on bringing in new business instead of drowning in paperwork.