Mortgage lenders today face a critical challenge: aligning their marketing, sales, and loan origination systems in a way that actually drives revenue. Many have adopted HubSpot for CRM and marketing automation—and for good reason. But without an effective onboarding process and an integrated tech stack that includes Encompass, the potential of HubSpot is never fully realized.
At Proven ROI, we specialize in helping lenders, brokers, and financial institutions onboard HubSpot the right way and connect it to the tools they already use—most importantly, Encompass.
In this post, we’ll walk you through how a smart onboarding strategy combined with a seamless Encompass ↔ HubSpot integration accelerates performance, improves the borrower experience, and sets the foundation for long-term growth.
Why HubSpot?
HubSpot is one of the most powerful CRM platforms available to mortgage professionals, offering:
- Lead capture and automation
- Smart contact segmentation
- Email marketing and sales sequences
- Task management and deal pipelines
- Real-time analytics and reporting
But to make HubSpot truly effective in mortgage operations, it must connect with your Loan Origination System (LOS)—most commonly Encompass.
The Problem with Siloed Systems
Mortgage companies that adopt HubSpot but leave it disconnected from Encompass often run into these challenges:
- Double data entry across systems
- Missed handoffs between marketing and loan officers
- Disjointed borrower communications
- Incomplete reporting across the loan lifecycle
- Compliance risks due to lack of audit trail
This fragmentation leads to inefficiencies and lost deals. The solution? An onboarding process built with integration as a core component—not an afterthought.
What Makes Proven ROI’s HubSpot Onboarding Different?
We don’t just give you a login and walk away.
Our onboarding process is tailored for mortgage workflows and aligned with your LOS from day one. Here’s how we do it:
1. CRM Configuration for Mortgage Use Cases
We customize HubSpot with properties, pipelines, and lifecycle stages specific to your mortgage business:
- Borrower types (purchase, refinance, investment)
- Loan stages (pre-qual, in-process, clear to close)
- Contact segmentation (borrowers, partners, agents)
- Deal pipelines matched to your actual loan process
2. Marketing and Sales Automation Setup
We build automation that saves your team hours each week:
- Lead nurturing campaigns triggered by web forms or ads
- Auto-assigning leads to the right loan officer by zip code or product type
- Email sequences for pre-approval, document requests, and follow-ups
- Lead scoring to identify high-intent borrowers
3. Reporting and Dashboards
We help you set up real-time reporting in HubSpot, so you can track:
- Conversion rates from lead to closed loan
- Deal velocity by stage
- Email and campaign performance
- Individual and team productivity
Encompass <> HubSpot Integration: The Missing Link
Once HubSpot is properly onboarded, the next step is unlocking its full potential through Encompass integration.
At Proven ROI, we’ve developed a proprietary solution to sync Encompass loan data with HubSpot in real time—eliminating manual entry and creating a true source of truth across departments.
What the Integration Includes
1. Two-Way Sync Between HubSpot and Encompass
We map your loan fields from Encompass into HubSpot, including:
- Loan type
- Loan amount
- Application status
- Close date
- Assigned loan officer
These fields can trigger automation, update pipeline stages, and fuel reporting.
2. Automated Status Updates
As loans move through Encompass, HubSpot updates automatically—keeping sales, marketing, and leadership in the loop without requiring status meetings.
3. Custom Workflows Based on Loan Stage
When a loan reaches “clear to close,” we can trigger:
- A borrower celebration email
- A referral request message
- A task for the LO to call and confirm closing details
4. Partner and Referral Source Tracking
Tie every lead back to its source—whether it’s a realtor, ad campaign, or loan partner—and track performance with precision.
Benefits of Starting with Integration in Mind
Too often, mortgage teams onboard HubSpot and only later realize the need for integration. But when you start with a connected strategy, you get:
- Faster time-to-value with HubSpot
- Fewer manual errors across your pipeline
- Immediate ROI from automation
- Higher borrower satisfaction
- Stronger alignment between departments
Case Study: HubSpot + Encompass for a Regional Mortgage Lender
A regional mortgage company came to Proven ROI using Encompass and relying on spreadsheets for marketing. We onboarded them into HubSpot and launched an Encompass integration simultaneously.
Results within 90 days:
- 28% increase in funded loans
- 41% faster lead follow-up
- 3x improvement in borrower email engagement
- Full visibility from inquiry to close
By connecting their systems early, the lender avoided data silos and created a scalable engine for growth.
What Does It Cost?
Proven ROI offers fully managed HubSpot onboarding + Encompass integration starting at $1,199/month.
This includes:
- Initial discovery and tech stack review
- HubSpot CRM setup and customization
- Encompass API connection and data mapping
- Workflow and automation build-out
- Reporting and dashboard creation
- Ongoing support and optimization
You’ll also get access to exclusive playbooks, sales enablement templates, and compliance-friendly campaign frameworks.
Final Thoughts
HubSpot is a powerful tool—but without proper onboarding and LOS integration, it’s just another CRM. When paired with Encompass in a fully connected mortgage tech stack, it becomes a revenue-driving machine.
At Proven ROI, we don’t just implement tools—we create systems that close more loans, improve communication, and scale with you.
If you’re ready to get more from your mortgage marketing and sales, start with onboarding that’s built for your business—and connect the platforms that matter.
Ready to connect HubSpot and Encompass?
Let’s build your onboarding roadmap. Schedule your free consultation with Proven ROI today.
