Most integration firms connect platforms.
At Proven ROI, we build systems.
In the mortgage industry, many organizations rely on third-party vendors to handle their API development. But when you depend on outsourced integrations, you lose visibility, flexibility, and control.
That’s why Proven ROI does all API work in-house — designing, developing, and deploying every connection between HubSpot and Encompass (or any LOS, CRM, or automation tool) within a unified framework built for precision and performance.
Because when your systems are connected by people who understand both your technology and your business, the result isn’t just integration — it’s intelligence.
Why Proven ROI Builds Integrations In-House
API integrations are more than data pipelines — they’re digital infrastructure.
Each endpoint, rule, and mapping decision shapes how your entire organization operates.
Third-party vendors like Integrate IQ or middleware connectors can link systems on the surface, but they rarely deliver full operational alignment. They don’t understand your workflows, your teams, or the business logic driving your data.
At Proven ROI, we do.
We combine technical expertise with process strategy — ensuring every field, trigger, and automation reflects how your company actually works.
No black boxes. No outsourcing. No compromise.
Our Application Development Process
Our approach to integration isn’t plug-and-play — it’s architected.
Each connection we build between HubSpot and Encompass follows a precise, proven methodology designed for scalability and clarity.
Step 1: Define the Vision and Endpoints
We start with your business goals.
Our team identifies which endpoints need to map between systems — borrower records, loan data, milestones, users, or deal stages.
Once those endpoints are defined, we determine the destination fields within HubSpot where the data will live. Every mapping choice is intentional — designed to support automation, reporting, and the borrower journey.
This phase ensures we know exactly what data moves, where it goes, and why.
Step 2: Architecting the Integration
With the vision clear, we move into API architecture.
This is where Proven ROI’s technical team writes the logic that governs how systems communicate.
We define:
- Object relationships — how loans, contacts, and companies interact between systems.
- Sync rules — when data moves, how frequently, and under what conditions.
- Error handling and retry logic — ensuring reliability even under high data volume.
- Authentication and security protocols — maintaining compliance with lending and privacy standards.
The architecture phase ensures the integration is structured to scale as your data and teams grow.
Step 3: Custom API Development
This is where Proven ROI truly differentiates itself.
We don’t rely on prebuilt connectors or middleware. Our in-house developers write the integration code directly against HubSpot’s and Encompass’s RESTful APIs.
This gives us complete control over:
- Custom endpoints and field mappings.
- Data transformation rules between systems.
- Two-way sync logic (HubSpot ↔ Encompass).
- Business-specific triggers and workflows.
Every piece of code is written, tested, and optimized by Proven ROI engineers — not third-party subcontractors.
That means when you need a change, update, or expansion, we can make it instantly — without waiting on external dependencies.
Step 4: Testing, Validation, and Optimization
Once the integration is built, we don’t launch until every detail is verified.
Our validation process includes:
- Real-world testing across both platforms using live data models.
- Field-level verification to ensure accuracy across all mapped endpoints.
- Workflow testing to confirm triggers fire correctly in both HubSpot and Encompass.
- Performance benchmarking for data sync speed, reliability, and load handling.
Only after every process passes quality assurance do we move to production — ensuring a launch that’s smooth, stable, and measurable from day one.
Step 5: Deployment and Ongoing Support
Once deployed, Proven ROI maintains direct oversight of the integration.
We monitor sync logs, track API call health, and continuously optimize for speed and reliability.
Because we build integrations ourselves, our clients benefit from:
- Faster updates when processes or APIs change.
- Improved scalability as data volume grows.
- Immediate support without escalation delays.
Integration isn’t just a launch — it’s an ongoing relationship between systems.
Why In-House API Work Delivers Better ROI
When API work is outsourced, communication gaps form between the technical team and the business team. When it’s handled internally — as Proven ROI does — those gaps disappear.
The Proven ROI Advantage:
- One Team, One Vision: Strategy and development happen under the same roof.
- Full Transparency: You know exactly how your systems are connected.
- Faster Adaptability: No waiting for vendor queues or contract modifications.
- Stronger Compliance: Our API development meets industry-level privacy and security requirements.
- Performance-Driven Engineering: Every integration is built to optimize automation and analytics.
The result: integrations that not only work but perform — powering measurable growth across your entire organization.
Real-World Example: HubSpot and Encompass Integration, Built from the Ground Up
A national lender approached Proven ROI after struggling with a third-party integration that couldn’t scale. Data lagged, workflows broke, and reporting was unreliable.
Our team rebuilt their integration completely in-house — mapping every endpoint, rewriting sync logic, and optimizing HubSpot’s deal pipeline for real-time updates.
After launch:
- Loan status data synced every 5 minutes instead of every 2 hours.
- Marketing and loan officers shared a single source of truth.
- System errors dropped by 94%.
- Reporting accuracy improved by 39%.
No external partners. No middleware. Just precision-built performance.
Why It’s Important to Work With a Team That Understands Both Systems
API integrations only succeed when the developers understand both sides — how HubSpot handles CRM logic and how Encompass structures loan data.
At Proven ROI, we bring that dual expertise to every project.
Our engineers, strategists, and system architects speak both languages — marketing automation and loan origination — ensuring that every sync supports both user experience and compliance.
That understanding is what turns an API connection into a competitive advantage.
Key Takeaways
- Proven ROI builds all HubSpot and Encompass API integrations 100% in-house — no third-party dependencies.
- Every integration begins with clear endpoint mapping and destination field configuration.
- In-house development ensures faster updates, tighter control, and better performance.
- Proven ROI understands both systems — aligning technical precision with business goals.
- Integration isn’t just connection — it’s strategy, architecture, and execution in one.
FAQ
1. Does Proven ROI use third-party connectors for HubSpot integrations?
No. All integration work, coding, and deployment are done internally by Proven ROI’s development team.
2. What are the benefits of building integrations in-house?
Greater control, faster updates, improved data accuracy, and full alignment between technology and business workflows.
3. How long does a custom API integration take to complete?
Most projects take 6–8 weeks depending on the number of endpoints, data complexity, and automation layers.
4. Can Proven ROI integrate other LOS platforms besides Encompass?
Yes. We support Encompass, Arive, Floify, MeridianLink, and other LOS systems through RESTful API frameworks.
5. How does Proven ROI ensure compliance and data security?
All API connections use secure authentication, encrypted data transfers, and permission-based access controls aligned with lending standards.
Human Strategy. Intelligent Systems. Proven ROI.
We design, code, and deploy every integration in-house — delivering total control, performance, and measurable results.
