Encompass + HubSpot Integration for Just $1,199/Month — Fully Managed

Why Encompass and HubSpot Are Better Together

Mortgage lenders and brokers face a daily battle to manage complex loan workflows, meet compliance standards, and generate high-quality leads. Most teams rely on Encompass® by ICE Mortgage Technology to handle loan origination and underwriting, while HubSpot powers their CRM, marketing, and sales efforts.

But using these systems in isolation creates inefficiencies.

Leads get lost. Borrower follow-up is delayed. Sales teams lack real-time visibility. And marketing ROI is impossible to track.

At Proven ROI, we fix this disconnect with a fully managed Encompass + HubSpot integration for only $1,199/month. It’s the easiest, fastest, and most reliable way to connect your loan production engine with your revenue growth engine.

What Makes This Integration So Valuable?

HubSpot is known for its powerful marketing automation, pipeline management, and reporting. Encompass is trusted across the mortgage industry for loan origination, disclosures, and compliance.

But neither platform is enough on its own.

Our integration bridges these two ecosystems—so every lead, contact, and update flows seamlessly through your mortgage sales cycle.

Here’s how:

1. Lead-to-Loan Automation

Inbound leads from ads, forms, or referrals flow into HubSpot, where automation sequences qualify and route them to the right loan officer. Once engaged, our integration automatically pushes the borrower record into Encompass, starting the loan process without manual re-entry.

2. Real-Time Borrower Updates

As applications move through Encompass stages—submitted, processing, approved, clear to close—those updates sync to HubSpot. Now your sales, ops, and marketing teams have full visibility into borrower status, enabling better coordination and real-time email or SMS follow-ups.

3. Custom Email and Text Nurture

With borrower data synced to HubSpot, you can trigger targeted nurture campaigns, rate alerts, pre-approval tips, and milestone check-ins. It’s modern, compliant communication that builds trust and speeds conversion.

4. Compliance-Ready Workflows

We configure your integration with compliance and data privacy in mind, ensuring that key borrower data stays protected while enabling automation within legal boundaries.

5. Full-Funnel Reporting and ROI

Want to know which lead sources produce funded loans? With synced systems, you can now tie your Google Ads, email campaigns, and webinars directly to closed loans, cost-per-funded-loan metrics, and team performance.

What’s Included in the $1,199/Month Fully Managed Plan?

You don’t need developers or internal tech staff. We do it all for you.

Here’s what your monthly plan includes:

• Custom Encompass + HubSpot API Integration
  We connect borrower records, status changes, and loan milestones from Encompass into HubSpot. You get real-time sync without extra software.
  
• Automated Lead Routing and Deal Creation
  New leads in HubSpot auto-create deals and assign to loan officers based on rules you define (e.g., geography, loan type, referral source).
  
• Email/SMS Workflow Automation
  Engage leads and borrowers through custom nurture journeys, milestone updates, and post-close check-ins using HubSpot’s automation tools.
  
• Bi-Directional Sync Options*
  Optional two-way sync lets you send updated contact info, lead notes, or document reminders from HubSpot back to Encompass when needed.
  
• Custom Dashboard and Reporting
  Measure what matters: funnel conversion rates, time to close, MLO performance, cost per funded loan, and lead source ROI.
  
• Dedicated Support and Optimization
  Proven ROI handles all maintenance, error troubleshooting, and workflow tuning, so your team focuses on sales, not systems.

Real Results: Use Case Examples

National Mortgage Brokerage

Integrated their web lead forms, Zillow leads, and Google Ads traffic into HubSpot. Using nurture workflows, they increased funded loans from online leads by 37% within 90 days.

Regional Lender in Texas

Connected Encompass loan stages to HubSpot, enabling real-time loan milestone updates via text and email. Result: reduced borrower fallout and improved NPS scores.

Independent Loan Officer Team

Used Proven ROI’s automated pipeline reporting to track funding rates by referral partner. Redirected marketing spend to top performers and increased ROI by 54%.

Why Not Just Use Encompass or HubSpot Alone?

• Encompass is built for loan processing and compliance—but it’s not designed for lead nurturing, automated communication, or real-time marketing visibility.
• HubSpot excels in marketing automation and sales workflows—but it doesn’t know your borrower’s loan status unless you sync it.

You need both tools working together. And our $1,199/month integration makes that simple.

Why Mortgage Companies Choose Proven ROI

We’re not just HubSpot experts—we understand the mortgage industry inside and out.

We’ve worked with brokers, lenders, and originators across the country to:

• Streamline their CRM-to-LOS processes
• Build compliant and effective nurture campaigns
• Generate more funded loans from existing leads
• Automate manual tasks that slow down revenue
• Improve borrower experience at every stage

We also developed EncompassSync™, a proprietary API integration framework specifically designed for mortgage use cases.

We’re the only HubSpot partner who understands both marketing ROI and mortgage compliance—and we built our services around both.

What Makes Our Integration Different?

• No Middleware Required
  While some agencies rely on Zapier or third-party tools, our team uses direct APIs and custom-built sync strategies for reliability and speed.
  
• Fully Managed Service
  You don’t need to lift a finger. We build, launch, and maintain your integration—while continuously optimizing your workflows.
  
• Built for Compliance + Speed
  We work with your compliance officer to ensure messages, data fields, and automation meet all regulations.
  
• Affordable, Predictable Pricing
  Most LOS-CRM integrations cost $5,000–$10,000 up front. Ours is a flat $1,199/month with everything included—no hidden fees.

Getting Started is Easy

You can be fully live in 10 business days. Here’s the plan:

1. Discovery & Mapping
   We assess your Encompass setup, HubSpot workflows, and current lead flow.
   
2. Integration Build
   Our team connects both systems and creates automation tailored to your mortgage operation.
   
3. Compliance Review & Testing
   We test for security, permissions, and accurate field mapping.
   
4. Launch + Ongoing Optimization
   You go live—with our team monitoring everything and optimizing as you scale.

Final Thoughts

If you’re a mortgage company, lender, or broker using Encompass and HubSpot separately, you’re leaving money—and efficiency—on the table.

With Proven ROI’s fully managed Encompass + HubSpot integration, you can:

• Automate lead management
• Improve borrower communication
• Track real ROI from your marketing
• Close more loans with less work

All for just $1,199/month—fully done-for-you.

Let’s connect your systems and unlock your growth.
Schedule your integration call with Proven ROI today.