HubSpot runs your marketing. Mortgage leads need mortgage replies.
Quick answer: LoanWick is an AI texting assistant for loan officers. The HubSpot connection is still being built, so nothing texts your HubSpot leads yet. Sign up now for a free 60-day LoanWick texting trial while it is set up, subject to the review terms on this page. Bonzo is the only live connection today.
Some brokers and loan officers run their business on HubSpot because it handles forms, email and pipelines well. It is a general CRM, though, not a mortgage one. The text reply to a borrower asking about pre-approval needs mortgage context. LoanWick is an AI texting assistant for loan officers. Its HubSpot connection is in progress and not live yet.
LoanWick is an independent product. It is not made, sponsored, endorsed by or affiliated with HubSpot. The HubSpot connection is in progress and is not live yet.
The gap in a general-purpose CRM
HubSpot workflows can send email, create tasks and move deals. Texting usually depends on your plan or a connected SMS app. Either way, the reply to a borrower is still yours to write.
A mortgage lead asks specific things: what they need for pre-approval, whether refinancing still makes sense, when they can talk. A generic chatbot does not know that rate and approval questions belong with the licensed officer. LoanWick is built for mortgage conversations and hands those questions to you.
Consent comes first in HubSpot
How SMS consent is recorded in HubSpot depends on your account, your plan and any texting app you use. 10DLC registration rules also apply to business texting. Before any assistant texts a HubSpot contact, you need to know where consent is recorded and how opt-outs flow back.
The planned connection reads consent before every send and treats a STOP reply as final. Texts stay inside the lead’s local window you set, within the federal 8 AM–9 PM limit and supported state rules, and inside LoanWick’s sending limits.
How it will work with HubSpot (in progress)
Pick the pipeline
Planned: choose the deal or lifecycle stages where the assistant may follow up, reply only, or never text.
Check consent
Planned: read the contact’s SMS consent and opt-out status before writing.
Reply and follow up
Planned: answer replies with mortgage context and follow up quiet leads within sending limits and texting hours.
Book and log
Planned: share your booking link and record the outcome on the contact timeline.
Status: the HubSpot connection is not fully built. Nothing here describes a live feature.
Try it free for 60 days
Sign up for the HubSpot version and you get a free 60-day trial while the connection is set up. Test mortgage conversations now in the browser demo with fictional leads. No real texts go out until setup is tested and activation is approved. LoanWick steps back whenever you text a lead yourself. Texting is the core product.
Free 60-day trial while the connection is set up. Trials are subject to review and aren’t guaranteed for loan officers with more than 500 leads per month, though we may still choose to honor them. The trial includes LoanWick texting, not voice; voice trials may be available on request.
HubSpot mortgage AI texting: common questions.
Does LoanWick integrate with HubSpot?
What are the terms of the free 60-day HubSpot trial?
Do I need HubSpot’s SMS feature to use LoanWick?
Is HubSpot a good CRM for loan officers?
Will it answer rate questions?
Sources and review scope
First-party descriptions checked October 11, 2026. Capabilities, prices, and availability can change. Confirm required workflows directly with each provider.