The Marketing Automation Gap in Lending
Mortgage lenders know marketing automation is critical to growth. Borrowers expect personalized, timely communication, and executives demand ROI tracking. Yet most lenders fall short because their Loan Origination System (LOS) and CRM aren’t connected.
Encompass® handles origination. HubSpot® drives marketing and CRM. When the two operate in silos, borrowers get inconsistent experiences, loan officers lose time, and marketing ROI remains invisible.
With Encompass + HubSpot integration, marketing automation finally works the way lenders need it to: connected, compliant, and ROI-driven.
Why Marketing Automation Matters in Lending
- Borrower Expectations: Today’s borrowers want real-time updates and personalized messaging.
- Pipeline Health: Automated campaigns keep leads engaged until they apply.
- Efficiency: Automation frees loan officers from repetitive tasks.
- ROI Visibility: Campaigns can be tied directly to funded loans.
Without automation, lenders miss opportunities and waste resources.
How Encompass + HubSpot Delivers Marketing Automation
1. Lead Nurturing Campaigns
Trigger: Lead captured via form, ad, or referral.
Action: HubSpot launches a series of educational and trust-building campaigns tailored to borrower type (first-time homebuyer, refinance, investor).
Keeps borrowers warm until they’re ready to apply.
2. Loan Status Updates
Trigger: Loan stage changes in Encompass.
Action: HubSpot automatically sends updates like “Your application is in underwriting” or “Congratulations, your loan has been approved.”
Borrowers stay informed without manual outreach.
3. Document Reminders
Trigger: Missing document flagged in Encompass.
Action: HubSpot sends polite reminders by email or text.
Borrowers stay on track, loan officers save hours chasing documents.
4. Referral and Post-Close Campaigns
Trigger: Loan marked “Closed.”
Action: HubSpot sends thank-you messages, referral requests, and anniversary check-ins.
Closed borrowers turn into referral engines.
5. Refinance + Retention Campaigns
Trigger: Market rate changes or borrower anniversaries.
Action: HubSpot launches targeted refinance opportunities.
Borrowers return instead of shopping competitors.
6. Marketing ROI Dashboards
Trigger: EncompassSync™ pushes funded loan data into HubSpot.
Action: Executives see which campaigns generate closed loans, cost per funded loan, and ROI by channel.
Marketing proves its value in dollars, not guesses.
Case Example: Marketing Automation in Action
A national lender used Proven ROI®’s EncompassSync™ to automate campaigns across the borrower journey. In six months:
- Application completion rates increased by 20%
- Borrower satisfaction scores rose by 28%
- Referrals grew by 25%
- Executives tied $22M in funded loans back to marketing campaigns
Automation became the growth engine for the business.
Why Proven ROI® Is the Best Partner for Marketing Automation
At Proven ROI®, we built EncompassSync™ to unlock automation across the borrower lifecycle. Our solution:
- Automates campaigns from lead to post-close
- Connects loan data to marketing workflows
- Ensures compliance with logged communications
- Proves ROI with campaign-to-loan attribution
We’re the best HubSpot partner for mortgage companies because we turn marketing automation into measurable growth.
Automation Is the Future of Lending
In mortgage lending, manual communication and disconnected systems can’t keep up with borrower expectations. Encompass + HubSpot integration delivers automation that scales borrower engagement, ensures compliance, and proves ROI.
At Proven ROI®, we help lenders make automation the heartbeat of their growth strategy.
Want to unlock marketing automation in your lending business? Proven ROI® specializes in EncompassSync™ and HubSpot API integrations that automate campaigns, improve borrower experience, and drive ROI. Contact us today to put automation to work.
