A Smarter, Faster Way To Connect Encompass and HubSpot
At Proven ROI, we help mortgage companies and banks unify their sales and marketing operations through intelligent HubSpot integrations. When a leading financial institution came to us struggling with fragmented borrower data and disconnected systems, our goal was simple: build a seamless Encompass–HubSpot integration that helps loan officers sell smarter, automate outreach, and improve borrower relationships from first contact to closing.
Most integrations claim to sync your data. We go further—we make your data work for you.
The Challenge: Data Gaps Slowing Down Deals
Before partnering with Proven ROI, the client had already begun using HubSpot’s Marketing and Sales Hubs but quickly discovered the limitations of disconnected systems. Loan officers couldn’t easily view borrower data, track loan status, or personalize communication based on where applicants were in the lending process.
They needed:
- Accurate real-time data sync between Encompass and HubSpot
- Automated workflows tied to loan milestones and borrower status
- Centralized visibility into every borrower, co-borrower, and deal stage
- A system that scales effortlessly across business units
Disjointed data was holding back growth—and costing real money.
The Proven ROI Solution: True Two-Way Integration
At Proven ROI, we don’t just connect APIs. We engineer performance-driven integrations that deliver measurable ROI from day one. Our HubSpot + Encompass integration empowers lenders, brokers, and loan officers to manage every stage of the loan process within HubSpot—complete with automation, analytics, and marketing intelligence.
Here’s how we did it.
Step 1: HubSpot Onboarding and Configuration
Our HubSpot Certified Experts guided the client through a deep onboarding process to ensure their system was configured for performance—not just setup.
- Sales and Marketing Hub Setup: Unified settings across both hubs and configured business units for multiple branches and lending divisions.
- Custom CRM Framework: Tailored contact, company, and deal properties to align with loan origination data.
- Training: Delivered expert-led onboarding sessions that replaced HubSpot’s standard onboarding—saving them thousands in consulting fees.
Step 2: Loan Process Mapping
Before building the integration, our team mapped the entire Encompass loan process—from pre-qualification to funding—to ensure every stage aligned with HubSpot’s CRM architecture. This gave us a blueprint for data flow and automation.
Step 3: Field Mapping & Configuration
We then identified 50+ critical data fields across borrowers, co-borrowers, and loans. Every relevant data point was matched between HubSpot and Encompass to create a single source of truth for the sales and marketing teams.
Step 4: API Integration & Automation
Our in-house developers built a custom bi-directional API integration between Encompass and HubSpot—no third-party tools required.
- Borrower details sync with Contacts in HubSpot.
- Loan details map to Deals in HubSpot.
- Loan stages automatically trigger email campaigns, tasks, and workflows in real time.
Step 5: Validation & Optimization
We tested every sync, rule, and automation to ensure flawless operation. Loan officers could instantly see borrower progress, loan stages, and pipeline analytics—all without logging into multiple systems.
The Results: A Connected System That Drives Revenue
The results were immediate and measurable:
- 50% faster response time from loan officers to new leads
- 100% visibility into borrower pipelines
- Automated follow-ups based on Encompass loan stage updates
- Elimination of manual data entry errors
With Encompass data seamlessly flowing into HubSpot, marketing teams now trigger hyper-personalized campaigns at every loan stage, while loan officers gain full context before every borrower conversation.
This is what data-driven lending looks like.
Why Mortgage Companies Choose Proven ROI
- HubSpot Elite Partner specialized in financial integrations
- Custom-built integrations tailored for Encompass—not generic connectors
- Zero learning curve: our training and configuration make adoption effortless
- Full data control: no lost records, no broken syncs, no manual imports
- Guaranteed savings: We’ll beat any competitor’s pricing by 10%—guaranteed.
When it comes to performance, nobody matches Proven ROI’s depth of integration, automation, and post-launch support.
What’s Next: Expanding The Power of Integration
After achieving full Encompass–HubSpot harmony, the client is expanding their ecosystem with Proven ROI’s HubSpot integration, enabling real-time insurance quote syncing. With this unified system, they’ll have end-to-end visibility across loans, policies, and customer relationships—all inside HubSpot.
Ready to Streamline Your Loan Process?
If your team still switches between Encompass, spreadsheets, and email threads to track borrower progress, it’s time for an upgrade. Proven ROI helps you transform your operations with data synchronization, workflow automation, and marketing personalization—built for the mortgage industry.
Schedule a free integration consultation today and see why more lenders choose Proven ROI for Encompass–HubSpot integration. Get Your Demo & 10% Price Beat Guarantee
