From Siloed Reports to Unified Insights
Mortgage executives know that data drives decisions. The challenge is that Encompass® manages loans and borrower details, while HubSpot® runs marketing and CRM. Without integration, reporting is fragmented.
Marketing reports lead volume. Operations report loan activity. Executives try to stitch together spreadsheets. The result? Incomplete, slow, and inaccurate insights.
With Encompass–HubSpot API integration, that changes. HubSpot dashboards can now display real-time Encompass data, giving leaders a complete picture of the loan pipeline and marketing performance in one place.
At Proven ROI®, we build custom dashboards powered by EncompassSync™ so mortgage companies finally get the visibility they need to grow.
Why Dashboards Matter in Mortgage Reporting
Spreadsheets are outdated. Executives need:
- Real-time insights instead of delayed updates
- Unified reporting across marketing, sales, and operations
- Visual clarity that helps teams make faster decisions
- ROI attribution tied directly to revenue
Dashboards transform raw data into actionable strategy.
Key Encompass Data to Track Inside HubSpot
When Encompass is connected to HubSpot, dashboards can show:
- Loan Volume by Source: Which campaigns and channels generate the most loans.
- Loan Stage Conversion Rates: How borrowers move from application → underwriting → close.
- Loan Officer Performance: Deals closed, average time-to-close, and conversion rates.
- Application Completion Rates: Insights into borrower engagement.
- Revenue Attribution: Which marketing spend produces funded loans.
This gives executives the end-to-end visibility they’ve been missing.
How to Build Encompass Dashboards in HubSpot
Step 1: Define Reporting Goals
Decide what insights matter most: pipeline visibility, campaign ROI, or loan officer performance.
Step 2: Map Data Fields
Use API integration to ensure borrower details, loan type, and loan stage sync correctly into HubSpot properties.
Step 3: Create Custom Reports
Use HubSpot’s report builder to connect Encompass data with marketing performance metrics.
Step 4: Build Dashboards for Each Stakeholder
- Executives: ROI dashboards tying campaigns to funded loans
- Loan Officers: Pipeline visibility dashboards
- Marketing Teams: Engagement dashboards segmented by loan type and stage
Step 5: Automate Updates
Dashboards update automatically in real time — no more manual reporting delays.
The Benefits of Dashboards Powered by Encompass Data
- Complete Visibility
Executives see the entire funnel, from leads generated to loans funded. - Smarter Budget Allocation
Marketing budgets are optimized based on actual ROI. - Faster Decision-Making
Teams can identify bottlenecks and act immediately. - Improved Collaboration
Sales, marketing, and operations finally work from the same dataset. - Compliance Confidence
With accurate, consistent data syncing, reports are audit-ready.
Case Example: Dashboards in Action
A national mortgage lender used manual spreadsheets to tie marketing leads to Encompass loans. Reports were slow and inconsistent.
After implementing EncompassSync™ dashboards in HubSpot:
- Executives viewed real-time loan performance by campaign source.
- Loan officers tracked borrower status without extra updates.
- Marketing proved ROI by showing loans funded by specific campaigns.
The result: 34% more efficient reporting and faster decision-making across the company.
Why Proven ROI® Builds the Best Dashboards
Proven ROI® is the best HubSpot partner for mortgage companies because we go beyond integration. Our EncompassSync™ dashboards deliver:
- Real-time, accurate reporting
- Customization for executives, officers, and marketers
- ROI attribution tied directly to revenue
- Ongoing optimization as your business scales
We don’t just provide data. We provide clarity that drives ROI.
Dashboards Turn Data Into Action
Without dashboards, data stays locked in silos. With Encompass–HubSpot integration, dashboards transform that data into real-time visibility, accurate ROI reporting, and confident decision-making.
At Proven ROI®, we build dashboards that empower mortgage companies to see the full picture — and act on it.
Ready to turn Encompass data into real-time HubSpot dashboards? Proven ROI® specializes in EncompassSync™ and HubSpot API integrations that deliver clarity, reporting accuracy, and ROI. Contact us today to see your pipeline in a whole new light.
