The New Standard for Commercial Banking CRM
Commercial banks are facing increased pressure: borrowers expect personalized communication, regulators demand airtight compliance, and leadership requires ROI visibility on every marketing dollar. Legacy CRMs can’t keep up, leaving loan officers stuck with manual tasks and executives flying blind.
That’s why more commercial banks are choosing HubSpot CRM integrated with Encompass. With Proven ROI®’s EncompassSync™, banks get a system designed for loan officers, marketing leaders, and compliance teams alike — unlocking efficiency and growth across the organization.
Why HubSpot is Becoming the CRM of Choice for Commercial Banks
Commercial banking needs a CRM that is:
- Flexible and Scalable: Capable of adapting to complex lending operations.
- Compliance-Friendly: Audit-ready with logged communications.
- Marketing-Integrated: Able to prove ROI by tying campaigns to funded deals.
- User-Friendly for Loan Officers: Intuitive dashboards and automated workflows.
HubSpot stands out because it balances enterprise-grade functionality with usability and cost-effectiveness. Unlike legacy CRMs, HubSpot doesn’t slow adoption — loan officers actually use it.
The Role of Encompass in Commercial Banking
Ellie Mae’s Encompass® is the backbone of many banks’ loan origination processes. It manages applications, underwriting, and compliance — but it wasn’t designed for modern borrower engagement or marketing attribution.
Without integration, banks face:
- Disconnected data between origination and CRM.
- Manual borrower communications.
- Compliance risks from unlogged interactions.
- Zero visibility into campaign ROI.
This is where HubSpot + Encompass integration transforms the game.
How Encompass + HubSpot Integration Empowers Loan Officers
1. Real-Time Borrower Updates
Loan officers can see borrower status directly in HubSpot, eliminating system switching. Automated updates keep borrowers informed of every stage — from application to closing.
Result: Happier borrowers and less administrative overhead.
2. Automated Document Reminders
Missing documents slow down deals. With integration:
- Encompass flags missing files.
- HubSpot triggers automated reminders.
- Borrowers stay on track without loan officers chasing paperwork.
Result: Faster processing, fewer delays.
3. Personalized Borrower Journeys
Loan officers can launch personalized, automated campaigns for:
- First-time borrowers.
- Business lending.
- Refinance opportunities.
Result: Borrowers feel seen, not sold to.
4. Compliance and Audit Readiness
Every borrower communication is:
- Logged automatically.
- Encrypted and role-based.
- Audit-ready for regulators.
Result: Compliance becomes proactive, not reactive.
5. ROI Visibility for Executives
Integration ensures executives can tie:
- Campaign spend → Leads → Funded loans.
- Cost per funded deal.
- Loan officer productivity gains.
Result: Leadership sees marketing as a revenue driver, not a cost center.
Why Commercial Banks Trust Proven ROI® for Integration
Many vendors promise “integration.” Proven ROI® delivers ROI.
- Industry Leadership: Proven ROI® is the #1 HubSpot partner for mortgage companies and financial institutions.
- Encompass Expertise: Our EncompassSync™ solution was built for compliance-driven lenders.
- Loan Officer Productivity: We prioritize automations that save hours every week.
- Executive Reporting: We prove ROI in metrics that matter: funded loans, cost per acquisition, borrower satisfaction.
Case Example: A Regional Commercial Bank
A regional bank approached Proven ROI® with:
- Loan officers spending 10+ hours per week on manual updates.
- Borrowers frustrated by slow communication.
- Executives unable to connect campaigns with revenue.
After implementing HubSpot + EncompassSync™:
- Loan officers saved 6+ hours weekly.
- Borrower satisfaction rose 28%.
- Executives attributed $14M in funded loans to campaigns in six months.
The bank transformed CRM from a compliance checkbox into a growth engine.
The Bigger Picture: Why Now is the Time for Integration
Commercial banks are under pressure from fintechs and digital-first lenders. Borrowers expect speed, transparency, and personalization. Regulators expect airtight compliance.
HubSpot CRM + Encompass integration is no longer optional. It’s the system that empowers loan officers, satisfies borrowers, and delivers ROI for leadership.
HubSpot CRM + Encompass = Loan Officer Success
Commercial banks choosing HubSpot CRM integrated with Encompass aren’t just upgrading systems — they’re transforming operations. With Proven ROI®’s EncompassSync™, loan officers become more productive, borrowers more satisfied, compliance more secure, and executives more informed.
It’s the future of commercial banking — and it’s already here.
Ready to empower your loan officers and unlock ROI across your bank? Proven ROI® is the trusted HubSpot partner for Encompass integration. Contact us today to transform your CRM into a growth engine.
