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 lead owner when you submit.

Please select Loan Originator completing this form

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Borrower or prospect contact details. We match an existing HubSpot contact by email or phone, or create a new one.

First name

Last name

Email

Required if phone is blank.

Phone

Required if email is blank.

How this opportunity entered your funnel.

Lead type

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

Subject property location.

Street address

City

State

Zip code

Select the loan program for this lead.

Loan type

Additional context for this lead.

Notes