---
title: How to Use the MA Loan ID to Locate Records via HubSpot Global Search
description: Learn how to efficiently navigate between Mortgage Automator and HubSpot using the MA Loan ID for quick loan record access and management.
---

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March 14, 2025

# How to Use the MA Loan ID to Locate Records via HubSpot Global Search

## This guide explains how to use the MA Loan ID to navigate between Mortgage Automator (MA) and HubSpot effectively. By following these steps, users can quickly locate and manage loan records across both platforms.

**Step 1**: Open **Mortgage Automator** and proceed to the **In Progress Loans** tab from the main dashboard.

![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-Mar-14-2025-12-37-54-8625-PM.png?width=602&height=236&name=image-png-Mar-14-2025-12-37-54-8625-PM.png)

**Step 2**: Select any loan as required from the list.

![Capture 2](https://help.newhavenmortgage.com/hs-fs/hubfs/Knowledgebase%20article%20images/Capture%202.png?width=388&height=239&name=Capture%202.png)

**Step 3**: Copy the **Loan ID** from the loan details section. This ID is essential for searching in HubSpot.

![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-Mar-14-2025-12-39-44-0319-PM.png?width=518&height=245&name=image-png-Mar-14-2025-12-39-44-0319-PM.png)

**Step 4**: Navigate to HubSpot, locate the **Global Search Bar** at the top of the interface.

![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-Mar-14-2025-12-42-34-2128-PM.png?width=567&height=241&name=image-png-Mar-14-2025-12-42-34-2128-PM.png)  
**Step 5**: Paste the copied **MA Loan ID** into the **Global Search Bar** in HubSpot.

- The system will display all records related to the **MA Loan ID**, including deals, companies, and contacts.  
  ![](https://help.newhavenmortgage.com/hs-fs/hubfs/image-png-Mar-14-2025-02-30-52-7027-PM.png?width=530&height=309&name=image-png-Mar-14-2025-02-30-52-7027-PM.png)

**Step 6**: Click on the relevant deal to open the record and view the details.

![Capture 5](https://help.newhavenmortgage.com/hs-fs/hubfs/Knowledgebase%20article%20images/Capture%205.png?width=540&height=261&name=Capture%205.png)

 

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