---
title: How to cleanup Broker duplicates in MA/HS
description: Learn how to identify and clean up duplicate broker records in Mortgage Automator (MA) and HubSpot (HS) to ensure data accuracy and streamline integration.
---

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May 21, 2025

# How to cleanup Broker duplicates in MA/HS

## This article will demonstrate how Broker Duplicates can be managed.

### **Overview:**

Mortgage Automator (MA) is integrated with HubSpot (HS), syncing broker records into a custom HubSpot object called "Brokers." However, MA allows multiple broker entries, with the same License number. This results in duplicate broker records in HubSpot, complicating broker data management.

#### **Solution to Cleanup Broker Duplicates:**

##### **1. Identifying Broker Duplicates in Mortgage Automator (MA):**

- **Step 1:** Navigate to this HubSpot list to view potential duplicate broker records:
  
  [https://app.hubspot.com/contacts/47968591/objectLists/1176/filters](https://app.hubspot.com/contacts/47968591/objectLists/1176/filters)  
  ![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-May-21-2025-11-26-26-9546-AM.png?width=670&height=109&name=image-png-May-21-2025-11-26-26-9546-AM.png)
- **Step 2:** Log in to Mortgage Automator (MA).
  
  ![Screenshot 2025-05-14 174250](https://help.newhavenmortgage.com/hs-fs/hubfs/Screenshot%202025-05-14%20174250.png?width=631&height=288&name=Screenshot%202025-05-14%20174250.png)
- **Step 2:** Use the search bar in MA to locate brokers by name or email.

![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-May-21-2025-11-27-58-6566-AM.png?width=670&height=336&name=image-png-May-21-2025-11-27-58-6566-AM.png)

- **Step 3:** **Review the list** of brokers returned by the search to identify duplicate broker records in MA..
- **Step 4:** Open each Brokerage record and open the broker staff record for 'Kristina Crosbie' from these Brokerage.  
  ![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-May-21-2025-11-38-51-9278-AM.png?width=670&height=301&name=image-png-May-21-2025-11-38-51-9278-AM.png)  
  ![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-May-21-2025-11-39-43-4419-AM.png?width=670&height=400&name=image-png-May-21-2025-11-39-43-4419-AM.png)
- **Step 5**: Verify the License Number for each broker staff record. If both broker staff have the same License number, they can be merged by following these steps:  
    - Verify the number of loans associated with each broker staff  
      ![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-May-21-2025-11-47-25-8286-AM.png?width=670&height=274&name=image-png-May-21-2025-11-47-25-8286-AM.png)
      
      ![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-May-21-2025-11-48-00-1811-AM.png?width=670&height=335&name=image-png-May-21-2025-11-48-00-1811-AM.png)
    - Verify all information and use the delete button to delete the broker staff with no loan associated  
      ![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-May-21-2025-11-49-49-4492-AM.png?width=670&height=461&name=image-png-May-21-2025-11-49-49-4492-AM.png)
    - If both records have associated loans:
      
          - First, transfer loan associations from the duplicate to the primary record.
          - Once loans are consolidated under the primary record, delete the duplicate broker staff record.

- [Getting started](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#main-content)

    - [Activity](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#activity)
    - [Cleanup](https://help.newhavenmortgage.com/newhaven-knowledge-base/getting-started?hsLang=en-ca#cleanup)
- [General](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#main-content)

    - [Setup](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#setup)
    - [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/general?hsLang=en-ca#processes)
- [Integrations](https://help.newhavenmortgage.com/newhaven-knowledge-base/integrations?hsLang=en-ca)
- [Deals](https://help.newhavenmortgage.com/newhaven-knowledge-base/deals?hsLang=en-ca)
- [Processes](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#main-content)

    - [Fulfillment](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#fulfillment)
    - [Servicing](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#servicing)
    - [Underwriting](https://help.newhavenmortgage.com/newhaven-knowledge-base/processes?hsLang=en-ca#underwriting)
- [Data Management](https://help.newhavenmortgage.com/newhaven-knowledge-base/data-management?hsLang=en-ca)

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