Modern lenders rely on speed, accuracy, and data clarity to stay competitive. But too often, those capabilities are limited by disconnected systems. Encompass LOS handles origination, while HubSpot drives marketing, automation, and communication — yet the two rarely speak the same language.
At Proven ROI, we bridge that gap. Our Encompass–HubSpot Integration unifies loan operations and marketing automation through intelligent process mapping, data synchronization, and custom application development. The result is a single, measurable system where data flows seamlessly — improving visibility, performance, and ROI across the entire lending cycle.
Why Integration Matters
Lenders face mounting pressure to do more with less: process faster, communicate smarter, and prove every marketing dollar delivers value.
Without integration, teams waste time manually exporting, importing, and reconciling borrower data. Opportunities fall through cracks, compliance suffers, and marketing loses visibility into which campaigns convert.
Integrating HubSpot CRM and Encompass LOS solves these issues by:
- Connecting borrower data between marketing and loan operations
- Automating communication workflows and lead nurturing
- Improving collaboration between departments
- Delivering real-time visibility from lead to loan
Loan Process Mapping
Before integration begins, Proven ROI performs a comprehensive loan process mapping analysis to understand how information moves through your organization.
Key Steps in Process Mapping
- Workflow Discovery – We identify each step in your loan origination and borrower communication journey.
- Bottleneck Analysis – Our team evaluates where data delays or redundancies occur.
- Goal Alignment – Each automation and integration point is tied directly to measurable business outcomes (speed, accuracy, borrower satisfaction).
- Blueprint Creation – We design a process map linking HubSpot CRM actions (leads, deals, workflows) to Encompass LOS events (applications, underwriting, closing).
This step ensures that integration supports not only technical functionality but also business performance.
Field Mapping: The Core of Accurate Data Transfer
The foundation of any successful integration lies in field mapping — ensuring both systems interpret and share data consistently.
At Proven ROI, our integration team maps every essential field between HubSpot and Encompass to ensure data accuracy and compliance.
Typical Field Mapping Includes:
- Borrower and co-borrower contact details
- Loan application numbers and status
- Loan amount, product type, and rate
- Milestone updates (e.g., application submitted, docs received, underwriting approved)
- Assigned loan officer or branch
- Marketing attribution data (lead source, campaign ID, ad group)
Each mapped field is validated for accuracy and monitored for synchronization conflicts, guaranteeing your teams always have access to real-time borrower data.
Field Configuration: Tailoring Data to Your Organization
Every financial institution operates differently. Proven ROI doesn’t just map standard fields — we configure them for your business model, data hierarchy, and reporting requirements.
Key Configuration Strategies
- Custom Properties in HubSpot: Extend CRM capabilities with fields designed for loan-specific data.
- Dynamic Data Types: Configure fields for text, currency, or date-based triggers.
- Conditional Logic: Automate actions when loan statuses or borrower attributes change.
- Security Controls: Role-based permissions ensure compliance while maintaining accessibility.
This configuration ensures that your data isn’t just shared — it’s structured for insight, compliance, and scalability.
Application Development: Beyond Standard Integration
Proven ROI goes further than API connections. We build custom applications that expand functionality between HubSpot and Encompass, enabling automation and visibility that off-the-shelf solutions can’t provide.
Our Application Development Capabilities
- Custom Middleware: Secure, real-time synchronization between HubSpot and Encompass APIs.
- Automation Engines: Trigger HubSpot workflows from Encompass milestone updates (e.g., “Underwriting Complete” → “Send borrower status email”).
- Data Validation Tools: Detect missing or inconsistent data before it impacts downstream systems.
- Reporting Dashboards: Unified analytics showing the complete borrower lifecycle — from marketing source to funded loan.
These applications are developed with flexibility in mind, allowing future integrations with other business tools such as Zapier, Salesforce, or internal data warehouses.
Compliance and Security at Every Step
Financial data demands precision and protection. Proven ROI’s integration architecture adheres to strict compliance and security standards, including:
- End-to-end encryption for all data transfers
- Field-level permission control
- Audit trails for every integration event
- Secure OAuth authentication between HubSpot and Encompass
By prioritizing compliance from the start, your institution gains confidence that performance never comes at the expense of security.
The Proven ROI Difference
While others focus on connection, Proven ROI focuses on performance. Every integration we deploy is designed around measurable growth metrics.
Our Approach Delivers:
- 30% faster loan processing times through automation
- 25% improvement in borrower communication response rates
- 100% visibility between marketing and origination systems
- Real-time ROI tracking across campaigns and pipelines
We don’t just build integrations. We build systems that make your technology prove its value.
Key Takeaways
- Proven ROI’s Encompass–HubSpot integration unites marketing and lending for full-cycle visibility
- Loan process mapping ensures every automation supports measurable business outcomes
- Field mapping and configuration guarantee data accuracy and compliance
- Custom application development extends performance beyond standard APIs
- The result is a scalable, secure, and intelligent system designed for financial institutions focused on ROI
Partner with Proven ROI
Connect your systems. Empower your loan officers. Prove your performance.
At Proven ROI, we integrate HubSpot CRM and Encompass LOS to unify teams, automate processes, and deliver measurable growth.
Schedule your consultation at www.provenroi.com/contact and discover how an integrated lending system can turn complexity into clarity — and insight into ROI.
FAQ
1. What does an Encompass–HubSpot integration do?
It connects borrower, loan, and marketing data across both platforms, enabling automation, visibility, and analytics throughout the lending process.
2. Why is field mapping important?
Accurate field mapping ensures data consistency, compliance, and alignment between CRM and LOS systems.
3. Can Proven ROI customize the integration?
Yes. We tailor every configuration, workflow, and automation to fit your specific lending model and performance goals.
4. Is data transfer secure?
Absolutely. Proven ROI follows strict encryption and access control standards to protect borrower information.
5. How does this improve ROI?
By reducing manual work, increasing borrower satisfaction, and connecting marketing activity directly to funded loans, institutions gain measurable financial results.
Integrated Systems. Intelligent Workflows. Proven ROI.
