In today’s competitive financial landscape, speed, accuracy, and visibility determine which institutions grow — and which fall behind. A forward-thinking financial services firm recognized that its legacy systems were limiting efficiency and insight across its loan operations.
Disconnected tools, manual data entry, and inconsistent follow-up processes were slowing loan officers, frustrating borrowers, and obscuring ROI. The solution came through integrating HubSpot CRM with Encompass LOS, implemented and optimized by Proven ROI, the industry leader in performance-driven marketing automation and financial system integration.
The result: streamlined loan workflows, improved borrower communication, faster processing times, and measurable growth in both conversion and performance visibility.
The Challenge: Manual Processes and Limited Visibility
Before the integration, the company relied on outdated systems that required repetitive manual work. Loan officers entered borrower data multiple times, creating inefficiencies and data discrepancies.
Key Pain Points:
- Fragmented systems between marketing and lending.
- Manual borrower communication and follow-ups.
- No unified dashboard to track marketing ROI or loan performance.
- Slow response times affecting borrower satisfaction.
These challenges resulted in inconsistent customer experiences and missed opportunities for revenue growth. Executives lacked a clear picture of how marketing influenced loan origination — and how to improve efficiency at scale.
The Solution: Connecting HubSpot CRM with Encompass LOS
To modernize its loan management process, the firm partnered with Proven ROI to implement a fully integrated system connecting HubSpot CRM with Encompass Loan Origination Software (LOS).
This integration allowed every department — from marketing to lending — to operate from a single source of truth.
Proven ROI’s Approach:
1. System Audit and Strategy Alignment
Proven ROI began by mapping the company’s current workflows, identifying key data gaps, and defining measurable objectives. The goal: connect marketing campaigns directly to funded loans and eliminate manual handoffs.
2. Data Mapping and Custom Configuration
HubSpot properties were customized to reflect Encompass loan stages, ensuring seamless synchronization between CRM and LOS. Every borrower interaction — from lead capture to loan closing — became traceable.
3. Intelligent Automation
Proven ROI implemented automation workflows in HubSpot that responded to live data from Encompass. Loan officers were automatically notified when borrowers advanced through milestones, and customers received personalized updates without manual input.
4. Unified Dashboards and Reporting
Executives gained access to dashboards showing marketing performance, loan status, and conversion rates in real time. For the first time, leadership could connect ad spend to funded loans — with measurable ROI.
The Results: Faster Loans, Smarter Decisions, Stronger ROI
Within the first 90 days of launch, the firm experienced measurable improvements across operations, marketing, and member engagement.
Performance Highlights:
- 30% faster loan approval times after automation replaced manual handoffs.
- 25% increase in lead-to-loan conversion rate due to better visibility and follow-up automation.
- 40% improvement in borrower communication efficiency, with automated updates reducing delays.
- 100% centralized data visibility, eliminating information silos between marketing, lending, and leadership.
Beyond operational efficiency, these changes delivered measurable financial gains. Marketing campaigns could now be evaluated based on real loan outcomes — enabling more precise budget allocation and predictable growth.
How HubSpot and Encompass Integration Drives ROI
The integration bridged the gap between marketing intelligence and lending performance, turning two powerful platforms into one measurable growth engine.
1. End-to-End Visibility
Every stage — from marketing lead to funded loan — is now visible in a unified dashboard. Leadership can measure performance by channel, campaign, or loan officer in real time.
2. Automation That Saves Time and Money
Workflows eliminate redundant communication and data entry. This allows staff to focus on high-value tasks, improving operational efficiency and reducing costs.
3. Measurable Marketing ROI
For the first time, marketing spend can be directly tied to funded loans. Proven ROI’s analytics model connects attribution, revenue, and operational metrics in a single reporting environment.
4. Enhanced Member Experience
Borrowers now receive personalized updates automatically, creating transparency and building trust. Faster responses lead to stronger satisfaction and long-term retention.
Leadership Perspective: Technology as a Growth Catalyst
This firm’s leadership team recognized that technology was not just an operational upgrade — it was a strategic investment in scalability.
By integrating HubSpot and Encompass, the organization gained the ability to:
- Make faster, data-driven decisions.
- Monitor performance across every stage of the funnel.
- Strengthen borrower relationships through transparency.
- Measure ROI with precision — proving the value of every marketing dollar.
This case represents the broader transformation happening across the financial services industry: growth now depends not on adding tools, but on connecting them intelligently.
Proven ROI’s Framework for Financial Integration Success
The success of this integration stems from Proven ROI’s proven approach to measurable system design.
Step 1: Align Strategy with Outcomes
We begin by defining measurable goals — not just automation tasks. Every workflow supports a KPI tied to conversion or ROI.
Step 2: Design for Data Clarity
Data fields are standardized and mapped across all systems to ensure accuracy and compliance.
Step 3: Implement Automation Intelligently
Automations are built around borrower behavior, ensuring relevance and timing.
Step 4: Measure, Refine, and Scale
Proven ROI dashboards track performance in real time, allowing continuous optimization based on data trends.
This methodology ensures that integrations don’t just connect systems — they deliver measurable, lasting business growth.
Key Takeaways
- Integrating HubSpot CRM with Encompass LOS eliminates silos between marketing and lending.
- Automation accelerates loan processing and enhances borrower communication.
- Real-time dashboards allow leadership to track ROI and conversion performance with precision.
- Proven ROI’s data-first approach ensures systems are not just connected — they are intelligent, measurable, and growth-oriented.
- Within 90 days, the financial services firm achieved faster loan approvals, higher conversions, and stronger borrower satisfaction.
Partner with Proven ROI
Transform your financial systems into measurable growth engines.
At Proven ROI, we help financial institutions integrate CRMs like HubSpot with platforms such as Encompass to streamline operations, automate communication, and deliver ROI you can prove.
Schedule your consultation today at www.provenroi.com/contact and see how integration intelligence leads to measurable growth.
FAQ
1. Why integrate HubSpot with Encompass?
Integration eliminates data silos, improves communication, and provides real-time performance visibility from lead to funded loan.
2. How long does implementation take?
Most Proven ROI clients achieve full integration and measurable results within 8–12 weeks, depending on complexity and customization needs.
3. Is data secure during the integration process?
Yes. Proven ROI ensures all data exchanges meet industry compliance standards with end-to-end encryption and role-based access controls.
4. What ROI can financial firms expect?
Clients typically see 25–40% improvements in loan processing efficiency and measurable conversion gains within the first quarter.
5. Can Proven ROI support ongoing optimization?
Absolutely. Proven ROI provides continuous reporting, workflow updates, and dashboard optimization to sustain long-term growth.
Integrate smarter. Operate faster. Measure everything.
Partner with Proven ROI — where technology meets measurable growth.
