Loan Officers Are Drowning in Admin
Loan officers are revenue drivers. But too often, their time is eaten up by manual tasks: updating borrowers, logging communications, chasing documents, and prepping for compliance reviews.
The average loan officer spends 6–10 hours a week on non-revenue-generating admin. That’s time that could be spent closing more loans.
With Encompass® + HubSpot® integration, those tasks get automated. Borrower updates, communication logs, and pipeline management happen in the background, giving loan officers hours back each week — and freeing them to focus on what matters most: building relationships and closing deals.
Where Loan Officers Lose Time
1. Manual Borrower Updates
Without integration, loan officers must email, text, or call borrowers for every stage update. Multiply that across dozens of loans, and the hours add up.
2. Compliance Logging
Every conversation has to be logged to stay compliant. Manual logging means loan officers are typing notes instead of talking to clients.
3. Document Chasing
Borrowers often forget or delay submitting documents. Loan officers waste hours sending reminders.
4. Disconnected Systems
Switching between Encompass for loan data and HubSpot for borrower communication wastes time and creates errors.
5. Missed Automation Opportunities
Without workflows, loan officers repeat the same outreach tasks again and again.
How Encompass + HubSpot Saves Time
1. Automated Borrower Communication
When a loan stage changes in Encompass, HubSpot automatically sends personalized updates (email or text). Loan officers no longer need to manually send status updates.
Hours saved weekly.
2. Auto-Logged Communications
Every borrower email, text, or call is automatically recorded in HubSpot and synced with Encompass. Loan officers don’t need to waste time on compliance logs.
Compliance is effortless.
3. Smart Document Reminders
HubSpot workflows trigger reminders for missing documents. Borrowers stay on track without constant officer follow-up.
Faster closings, less manual chasing.
4. Single Source of Truth
Loan officers can view borrower status, communication history, and marketing engagement in one place. No more toggling between systems.
Time saved, accuracy gained.
5. Post-Close Engagement on Autopilot
Thank-you messages, referral requests, and anniversary campaigns run automatically. Loan officers don’t need to remember — HubSpot handles it.
More referrals, zero extra work.
Case Example: 6 Hours Back Every Week
A regional mortgage company rolled out EncompassSync™ across its loan officer team. In 90 days:
- Loan officers saved 6+ hours per week on admin
- Compliance errors dropped significantly
- Borrower response times improved by 30%
- Funded loans per officer increased by 12%
Automation didn’t just save time — it generated more revenue.
Why Time Saved = More Revenue
- 6 hours saved = more borrower calls
- More calls = stronger relationships
- Stronger relationships = more funded loans
Time saved is revenue earned.
Why Proven ROI® Is the Best Partner for Loan Officer Productivity
At Proven ROI®, we designed EncompassSync™ to give loan officers their time back. Our solution:
- Automates borrower updates tied to loan stages
- Eliminates manual compliance logging
- Streamlines document reminders
- Powers post-close campaigns without officer effort
We’re the best HubSpot partner for mortgage companies because we free loan officers from admin — and help them sell more.
Loan Officers Deserve Their Time Back
Loan officers should focus on borrowers, not busywork. With Encompass + HubSpot integration, they gain 6+ hours a week to close more loans, build stronger relationships, and grow their pipeline.
At Proven ROI®, we help lenders turn wasted time into measurable ROI.
Want to give your loan officers 6+ hours back every week? Proven ROI® specializes in EncompassSync™ and HubSpot API integrations that eliminate busywork and increase funded loans. Contact us today to get started.
