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NAHF syncs marketing & sales data in an innovative way to invest in housing affordability

  • 5000 sales qualified leads tracked

  • 1000x increase in listing assets in a year

  • 100% Full sales and marketing synergy

About
North America Home Financing

North America Home Finance is a real estate corporation dedicated to making housing more accessible by facilitating investment into funding residential developments.

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North America Home Finance (NAHF) is a Vancouver-based real estate investment corporation dedicated to building community by facilitating investment into funding residential developments while making housing more accessible with a secured structure that benefits investors, developers, and home buyers.

The philosophy behind NAHF is that expanding homeownership means more financial security — in Canada, less than 30% of the population can afford to buy their first home. The company aims to leverage its model as an alternative model to solve the affordability issue in the Canadian housing market. In the words of NAHF’s CEO, George Lawton, “owning a home should be a choice and not a privilege.”

 

The Challenge
Too many tools caused data disconnect between marketing and sales

Understanding the concerns of potential home buyers is paramount for NAHF to deliver on its mission. And one of the best ways to get this knowledge is talking to customers. Sales reps approach is to connect with prospects and hear their stories firsthand to understand their anxieties and deliver on their aspirations of becoming homeowners  — an invaluable kind of data for better targeting and sending more personalized messaging.

However, translating and recording that knowledge was challenging, especially tracking leads that came from various sources — including in-person events. NAHF used different sales and marketing platforms, and relied on tools to connect them, but due to technology limitations, changes made to one tool wouldn’t always be reflected in the CRM. The result was a data disparity that made it hard to create effective marketing efforts.

“We were often throwing darts at a dartboard,” says Kelly Hager, NAHF’s Senior Advisor for Growth & Marketing. Kelly joined NAHF in 2023, having prior experience using HubSpot. Now, she once again resorted to HubSpot to centralize all documents, processes, and customer information in one platform that was easy to use and could be leveraged for a more precise conversion strategy.

 

The Solution
NAHF unifies marketing and sales data by distinguishing between MQLs, SQLs and customer data

When the time came to address its data disparity issues, NAHF implemented Sales and Marketing Hubs. The goal was to leverage HubSpot’s capabilities to track marketing leads and differentiate qualified leads from customer data — “the sea of sameness,” as Kelly puts it.

One way of generating and tracking marketing leads is by leveraging QR codes, connected through Marketing Hub. They are used at in-person events, on print ads, or any other point of contact with customers. The contacts are led to a registration page with a form for conversion.

In turn, sales not only has access to marketing data, but can also leverage customer data in the same tool. This included the clients’ objectives and concerns as potential home buyers as expressed in in-person events—an information that was getting lost before, with the data discrepancies between platforms. Based on that, Sales can follow up and segment their outreach efforts through the platform in the most efficient ways possible.

HubSpot’s user interface is another essential element for Kelly. She says the tools NAHF used before were “clunky” and difficult to grasp. Besides, seasoned sales reps are used to their own ways and onboarding them on an easy-to-use platform is essential. Thankfully, HubSpot UI design and vertical tasks are highly intuitive.

That’s why NAHF chose to transition to HubSpot in a phased approach, first with the capital market teams and then with the dealing reps. “You can see the thought and integrity that goes into every look and feel [of HubSpot]. It's very seamless.”

 

The Result

A single source of truth to follow up on the mission to bridge the affordability gap

NAHF established HubSpot as a “robust single source of truth platform”.

“If you're using all sorts of systems and coming to a spreadsheet, you won’t be able to leverage that information. Having everything in one place like with HubSpot, it’s super simple.” - Kelly

Kelly sees HubSpot as a key element in the recent scaling of NAHF’s business. Over one year, it grew from $200,000 to $62,000,000 in assets under management, and its approximate ROI is around 55% — more than double that of the S&P 500, one of the main indexes in the US stock market.

Also, out of NAHF’s current (and growing) 13,000 leads, about 5,000 are now a part of their sales lifecycle thanks to tracking and nurturing through HubSpot—the remaining leads being under their capital markets pipeline. “Having the ability to segment different verticals in one system has added huge value to our growth,” says Kelly.And as much as Kelly acknowledges KPIs, such as ROI, are crucial to any business, she sees time saved as one of HubSpot’s most valuable benefits. “When I look at what our process was, we were using multiple channels to understand our leads and where our marketing efforts were best suited. Putting it into one system saved me immense amounts of time on tracking, analyzing and reporting.”

Moreover, HubSpot empowered NAHF to better understand the big picture and fine-tune its marketing efforts to cater to its customers’ needs and aspirations. This way, the company is better suited to bridge the affordability gap in the housing market and deliver on their mission of making home ownership an easier choice for Canadians.

“Our population is growing, so housing affordability has become a capital issue,” says Kelly. “We’ll always need creative ways to make housing more affordable, and through our model, we’re helping investors diversify their assets while giving people an option to get into a housing market that otherwise is unaffordable. And by implementing the Sales and Marketing Hubs, we can get a full picture of this vital mission we're after.”

Headshot Photography, Kelowna Hiilite, Studio - ACE 04-18-2023 Kelly Headshot - 2699

We're giving people an option to get into a housing market that otherwise is unaffordable. By implementing Sales and Marketing Hubs, we can get a full picture of this vital mission.

Kelly Hager

Senior Advisor, Growth & Marketing

North America Home Financing

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