How a National Mortgage Company Transformed Its Website and CRM to Accelerate Growth
Client Overview
Guidance Residential is the leading U.S. provider of Islamic home financing, serving clients across more than 35 states. The organization offers faith-based mortgage solutions tailored to the Muslim community and is recognized for its commitment to transparent, Sharia-compliant financing options.
Client: Guidance Residential
Industry: Financial Services (Islamic Home Financing)
Solution Delivered: HubSpot optimization, workflow automation, and digital experience design
HubSpot Products Used: Marketing Hub Enterprise, CMS Hub, CRM
Key Outcomes
430% Increase in Deals from Organic Search
High-intent search traffic drove a major surge in deal creation year over year.
1,645% Increase in Organic Search Contacts
Significantly more qualified contacts engaged through improved organic visibility.
16 Custom HubSpot Dashboards Built
Real-time reporting now gives teams clear insight into pipeline, traffic, and revenue.
Automated Workflows Across Marketing Operations
Key processes were streamlined to reduce manual work and accelerate execution.
New Resource Center Built on HubSpot CMS
A modern, searchable content hub improved user experience and content discoverability.
Bethany Looi
Content Strategist, Guidance Residential
The Challenge
Guidance Residential’s marketing success had long relied on paid media and event-based lead generation. As the company set new goals for sustainable organic growth, its existing infrastructure lacked the visibility, automation, and scalability to support that transition.
Limited Platform Utilization
Although Guidance Residential had invested in HubSpot, the platform wasn’t fully configured to support its growth goals. Critical workflows, dashboards, and lead capture mechanisms were missing or underutilized.
Disconnected Digital Experience
The existing website made it difficult for visitors to find resources or convert efficiently. Moreover, the content experience lacked scalability for future campaigns and inbound programs.
Manual Effort and Limited Reporting
Marketing operations were slowed by manual processes and limited visibility into performance metrics. Leadership teams lacked the centralized reporting needed for data-driven decision-making.
Key Deliverables
Website Design
Developed a new Resource Center and seventeen localized landing pages to support personalized content experiences.
HubSpot Dashboards
Created sixteen custom reports for marketing, sales, and leadership to deliver clear, actionable insight.
Automation
Built nurture workflows and follow up sequences that increase engagement and reduce manual effort.
Reporting Integration
Unified insights across HubSpot, Google Analytics, and Data Studio to provide a complete reporting picture.
Team Enablement
Provided hands on HubSpot training and adoption support to strengthen platform confidence across teams.
Ongoing Strategy
Delivered quarterly reviews and technical audits to support continuous improvement and long term success.
The Solution
Mole Street partnered with Guidance Residential to unlock the full potential of its HubSpot ecosystem and build a scalable foundation for inbound growth.
HubSpot Optimization and Automation
Mole Street improved lead engagement and internal efficiency by implementing automated nurture sequences and building 16 custom dashboards for marketing, sales, and leadership. HubSpot was integrated with Google Analytics and Data Studio for cross-platform visibility, and teams were trained to manage workflows and sequences independently.
Growth-Driven Website Design
A new Resource Center was developed to centralize educational content and provide an improved user experience. Mole Street also built 17 localized landing pages and optimized CTAs, forms, and modals to increase engagement and conversion rates across regions.
Strategic Enablement and Ongoing Support
Mole Street ensured ongoing success by delivering quarterly business reviews, technical audits, and team training. These sessions covered content strategy, reporting, and performance optimization, empowering internal teams to sustain adoption and drive continued growth.
Before and After Mole Street
Lead Generation
Before
Paid focused
After
Organic driven
Impact
Sustainable growth
CRM Reporting
Before
Manual, fragmented
After
Centralized in HubSpot
Impact
Unified visibility
Workflow Automation
Before
Minimal
After
Fully automated sequences
Impact
Faster response times
Content Hub
Before
Static resource page
After
Dynamic Resource Center
Impact
Improved UX and discoverability
Marketing Sales Alignment
Before
Siloed
After
Connected through dashboards
Impact
Shared performance insight
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