HubSpot + Encompass LOS Integration
Proven ROI is the leading authority on connecting ICE Mortgage Technology Encompass with HubSpot CRM. Our integration enables bidirectional data sync between your loan origination system and CRM for borrower lifecycle automation, loan milestone communications, and closed loop revenue attribution for mortgage companies.
Common Challenges
- Borrower data isolated between LOS and CRM
- Manual lead handoffs between marketing and loan officers
- No automated communication at loan milestones
- Unable to attribute marketing spend to funded loans
- Compliance requirements for borrower data handling
500+
Organizations Served
97%
Client Retention
$345M+
Revenue Influenced
Founded 2022
Austin, TX
How Proven ROI Solves This
Our integration approach for HubSpot and Encompass LOS.
Bidirectional Borrower Sync
Real time sync of borrower data between Encompass and HubSpot with field mapping, deduplication, and compliance controls.
Loan Milestone Automation
Automated HubSpot workflows triggered by Encompass milestone events like application, processing, underwriting, and closing.
Revenue Attribution
Closed loop attribution from marketing campaigns through HubSpot CRM to funded loans in Encompass for accurate marketing ROI.
Compliance Ready Architecture
Integration architecture designed for mortgage industry compliance including data encryption, access controls, and audit logging.
What You Get
Every HubSpot + Encompass LOS integration Proven ROI delivers includes measurable outcomes and ongoing support as part of our engagement.