No two mortgage companies use Encompass the same way. Every organization has its own workflows, milestone definitions, and custom fields built around specific business needs.
At Proven ROI, we understand that your Encompass instance is not off-the-shelf — it is built to support the way your teams actually work. That is why our integrations and automation frameworks are designed to map perfectly to your custom environment, not force you into a template that does not fit.
Whether you track unique borrower attributes, milestone triggers, or compliance checkpoints, our integration strategy ensures every data point moves seamlessly between systems.
Why Customization Creates Integration Challenges
Encompass was built to be flexible. That flexibility allows lenders to configure fields, rules, and milestones around their specific process. But it also creates complexity when you try to connect with external platforms like HubSpot, Salesforce, or proprietary CRMs.
Standard integrations often overlook custom fields or misinterpret milestone logic, leading to inaccurate reporting, missed automations, or broken workflows.
Proven ROI solves this by building integrations that speak your language — mapping your unique field IDs, workflow stages, and naming conventions precisely as they exist in your system.
Our Approach to Custom Field Mapping
The foundation of a successful integration is a deep understanding of your data model.
Proven ROI begins with a field discovery audit, where we export your Encompass schema and identify every field that needs to sync, including custom borrower fields, property data, compliance fields, and milestone variables.
From there, we create a detailed mapping framework that defines:
- Encompass field names and IDs
- Target objects and fields in HubSpot or your CRM
- Sync direction (one-way or bi-directional)
- Update frequency and conditions
This structure ensures your data stays accurate, synchronized, and actionable across systems, without overwriting or losing critical information.
Mapping Custom Loan Milestones
Milestones are the heartbeat of Encompass. They track every step of your loan process, from application through closing. But many lenders customize their milestone names, dependencies, and triggers to fit their internal operations.
Our team maps those milestones directly into your connected systems.
For example, if your Encompass workflow includes milestones such as Processing Complete, Credit Ordered, or Initial Disclosures Sent, we can mirror those stages inside HubSpot or your CRM as deal stages or status fields.
When a loan moves to a new milestone, that status automatically updates in your CRM. This triggers workflows, borrower notifications, and management alerts in real time, all reflecting your exact process, not a generic one.
Automation That Reflects Your Workflow
Mapping fields and milestones is only the beginning.
Once your Encompass data is connected, automation takes over. Proven ROI helps lenders design intelligent workflows that act on milestone changes and field updates automatically.
Examples include:
- Sending personalized borrower updates when milestones change
- Notifying processors or loan officers when required documents are missing
- Triggering marketing campaigns or post-close journeys based on loan stage
- Updating referral partners automatically as files progress
These automations turn your data into action, allowing your systems to move information faster than manual processes ever could.
Data Validation and Testing
Accuracy is everything in lending.
Before deployment, Proven ROI conducts full validation testing to ensure every mapped field and milestone behaves as expected. We verify data flow, automation triggers, and status accuracy across both systems.
Our testing process ensures that:
- Data is consistent across Encompass and connected systems
- Custom fields sync correctly in both directions
- Milestones update in real time without conflict
- Reports and dashboards display accurate status and borrower information
Once validation is complete, your system is production-ready with full confidence in every data point.
Compliance Alignment Through Configuration
Custom fields often support compliance workflows, internal audits, or investor reporting.
Proven ROI ensures these fields maintain their integrity throughout integration. Compliance-related data can trigger alerts, track status changes, or generate reports automatically — giving your team full control without manual oversight.
Because we build to your existing Encompass structure, all regulatory requirements remain intact and traceable across every system.
The Proven ROI Advantage
Most agencies and developers can connect systems. Very few can interpret complex mortgage data models and custom Encompass configurations correctly.
Proven ROI brings both technical and industry expertise to every engagement. We do not just sync data, we align your business logic, milestones, and automation strategy into one connected system that delivers measurable results.
Our integrations are flexible enough to grow with your operations. When you add new fields, milestones, or compliance steps, we adapt your mapping and workflows without disruption.
Key Takeaways
- Every Encompass instance is unique and requires a custom mapping strategy
- Proven ROI maps directly to your custom fields, milestones, and business logic
- Field and milestone data sync in real time for accuracy and automation
- Compliance and operational integrity remain protected during integration
- Proven ROI turns Encompass customization into a measurable performance advantage
FAQ
1. Can Proven ROI integrate with a highly customized Encompass environment?
Yes, our process begins with a full discovery of your custom fields and milestones to ensure perfect mapping.
2. What happens if new custom fields are added later?
We design integrations that are flexible and scalable, allowing for easy field additions without system disruption.
3. How do you handle milestone changes?
Milestone updates trigger automatic actions in your CRM or marketing system, reflecting your exact process flow.
4. Can you sync data bi-directionally?
Yes, depending on your workflow needs, we configure one-way or bi-directional data synchronization.
5. What makes Proven ROI different from other integrators?
We understand both the technical and operational sides of lending. Our solutions are built for performance, compliance, and measurable ROI.
Human Strategy. Intelligent Systems. Proven ROI.
Because when your systems reflect the way you work, performance becomes effortless.
