If you're a mortgage lender or broker using Encompass LOS, you're likely managing complex workflows and massive volumes of borrower data. But without seamless integration into your marketing and sales platform—like HubSpot—your team is left to manually sync critical updates, losing time and introducing errors that can cost deals. That’s where the Proven ROI API comes in.
This guide walks you through how to automatically sync contact and workflow data from Encompass into HubSpot using Proven ROI’s custom-built API integration, ensuring your team gets real-time visibility, better automation, and faster pipeline velocity.
Why You Need to Sync Encompass with HubSpot
Encompass by ICE Mortgage Technology is one of the most powerful loan origination systems in the market. It handles everything from lead intake to underwriting and closing. But the system wasn’t designed for marketing automation, CRM enrichment, or cross-channel communication.
HubSpot, on the other hand, excels at CRM, marketing automation, pipeline tracking, email campaigns, and reporting—but lacks native support for LOS platforms like Encompass.
Here’s why bridging the two tools is essential:
- Real-time loan status visibility for sales and marketing teams
- Automated lead nurturing based on loan stage
- Closed-loop reporting for ROI and campaign tracking
- Elimination of data entry errors between systems
- Faster response times to borrower activity
Introducing the Proven ROI API: Purpose-Built for Mortgage Integrations
Proven ROI developed a purpose-built API to connect Encompass and HubSpot in a secure, scalable, and customizable way. This integration doesn’t rely on generic third-party middleware—it’s optimized for Encompass’s specific field mapping, workflows, and security architecture.
Core functionality of the Proven ROI API includes:
- Bi-directional syncing of contact records
- Real-time updates of loan status changes (e.g., pre-approved, processing, cleared to close)
- Triggered HubSpot workflows based on Encompass milestones
- Automatic lead creation in HubSpot from Encompass data
- Custom field mapping to match unique pipeline stages and borrower data
- Error logging and retry functionality for maximum reliability
Step-by-Step: How the Integration Works
Step 1: Authenticate and Connect
Using OAuth2, Proven ROI securely authenticates to both your Encompass instance and HubSpot portal. Encompass access is managed via ICE’s developer framework and Proven ROI’s partner-level API credentials.
Step 2: Map Key Contact Fields
Proven ROI allows you to choose which borrower fields in Encompass (like name, loan type, estimated close date, credit status) map to HubSpot contact properties. You can also create custom fields in HubSpot to match Encompass data.
Step 3: Sync Workflow Triggers
Next, Proven ROI lets you map Encompass workflow triggers—such as loan status updates or task completions—to HubSpot workflows. For example, when a borrower reaches the “Clear to Close” stage, HubSpot can automatically send an email sequence or update their deal stage.
Step 4: Enable Real-Time Updates
Unlike batch syncs that only update daily or hourly, Proven ROI pushes updates in real-time via webhook and polling logic. Your HubSpot records stay perfectly in sync with your LOS data—without delay.
Step 5: Monitor with Error Logs and Reporting
The API includes built-in logging, fallback logic, and retry attempts to ensure no data is lost. Reports are available within the Proven ROI dashboard to track successful syncs, failures, and performance over time.
