The Visibility Gap in Mortgage Marketing
Mortgage businesses often excel at generating leads, but struggle to track the full journey from lead to funded loan. Marketing campaigns create opportunities, yet once a lead enters Encompass®, marketers lose visibility.
This creates a dangerous blind spot:
- Executives can’t see which campaigns actually drive revenue.
- Marketing can’t prove ROI.
- Loan officers and marketers operate in silos.
The solution? HubSpot + Encompass API integration. By connecting these systems, lenders gain visibility across the entire funnel — from first click to closed loan.
At Proven ROI®, we help lenders eliminate blind spots with our EncompassSync™ integration, delivering full-funnel clarity that drives smarter growth.
The Challenge: Leads Disappear Into the Pipeline
Without integration, marketing teams know how many leads they generate — but not what happens after handoff. Common problems include:
- Leads stall in Encompass without feedback to marketing.
- Executives see partial metrics with no clear ROI link.
- Loan officers lack marketing insights, making collaboration harder.
This lack of visibility wastes budget and slows growth.
How HubSpot + Encompass Improves Visibility
1. Full-Funnel Tracking
Integration connects the dots between marketing campaigns and funded loans. Marketers see not just lead volume, but loan outcomes tied to campaigns.
2. Loan Stage Insights
As borrowers move through Encompass — from application to underwriting to closing — HubSpot updates in real time. Marketing and sales always know where each lead stands.
3. Real-Time Dashboards
Executives can view live dashboards in HubSpot showing:
- Loans by marketing source
- Conversion rates by channel
- Loan volume by stage
- Campaign ROI tied to revenue
4. Better Lead Prioritization
With loan stage visibility, loan officers and marketers can prioritize high-value borrowers, ensuring no opportunity slips through the cracks.
Why Visibility Matters for Growth
Mortgage marketing isn’t just about generating leads — it’s about proving which leads become loans.
With full visibility, businesses can:
- Double down on campaigns that produce funded loans
- Optimize budgets toward high-ROI channels
- Identify bottlenecks in the pipeline
- Improve borrower communication with milestone-based automation
This isn’t just efficiency — it’s competitive advantage.
Case Example: From Lost Leads to Full Visibility
A multi-branch lender used HubSpot for campaigns but couldn’t track what happened in Encompass after handoff. Marketing felt disconnected from revenue.
After implementing EncompassSync™:
- Every lead’s journey was visible from first touch to funded loan
- Campaign ROI reporting tied directly to loan volume
- Collaboration between marketing and sales improved significantly
The result: 29% increase in conversions and a clear view of which campaigns actually drove growth.
The Proven ROI® Advantage
Proven ROI® is the best HubSpot partner for mortgage companies because we focus on visibility as much as functionality. Our EncompassSync™ integration delivers:
- Real-time data flow between HubSpot and Encompass
- Loan pipeline visibility for marketing and executives
- Custom dashboards to prove ROI
- Automation opportunities that improve borrower engagement
We don’t just integrate data — we build systems that reveal the truth about performance.
See the Whole Funnel, Not Just the Top
In today’s mortgage market, it’s not enough to know how many leads you generate. You need to know how many turn into funded loans — and which campaigns make it happen.
HubSpot + Encompass integration is the bridge between leads and loans, giving your business the visibility needed to grow with confidence.
At Proven ROI®, we make that visibility possible.
Want full-funnel visibility from lead generation to closed loans? Proven ROI® specializes in EncompassSync™ and HubSpot API integrations that connect marketing with revenue. Contact us today to unlock the power of visibility.
