Beyond Technology — People First
Integrations aren’t just about systems and software. They’re about the people who use them every day. Loan officers and marketing teams are the backbone of mortgage companies, but disconnected tools often leave them frustrated, overwhelmed, and unable to perform at their best.
Encompass® manages the loan pipeline, while HubSpot® powers lead generation, communication, and campaigns. But without a connection, each team operates in silos.
That’s why Encompass + HubSpot API integration matters. It’s not just a technical solution — it’s a practical tool that gives people the visibility, automation, and reporting they need to succeed.
At Proven ROI®, we’ve seen firsthand how EncompassSync™ transforms daily workflows for both loan officers and marketers.
The Loan Officer’s Perspective
1. Faster Access to Leads
With integration, loan officers no longer wait for marketing to manually push leads. HubSpot leads flow directly into Encompass in real time, ensuring immediate follow-up.
2. Clear Pipeline Visibility
Loan officers can see borrower progress in both systems, reducing confusion and eliminating the need for constant updates from marketing.
3. Automated Notifications
Instead of manually tracking every borrower, loan officers get alerts when applications move forward, stall, or close. This allows them to prioritize the right opportunities.
4. More Time Closing, Less Time Updating
By eliminating duplicate data entry, officers can focus on borrowers — not spreadsheets. This directly leads to more deals closed.
The Marketer’s Perspective
1. Better Campaign Segmentation
With Encompass data flowing into HubSpot, marketers can create targeted campaigns based on loan type, geography, or pipeline stage.
2. Smarter Automation
Workflows can now align with borrower milestones. For example:
- Sending reminders to incomplete applicants
- Re-engaging borrowers in underwriting
- Launching referral campaigns post-closing
3. ROI Attribution
Marketing no longer stops at “leads generated.” With integration, marketers can prove exactly how campaigns influence funded loans.
4. Stronger Collaboration With Loan Officers
Since both teams see the same borrower data, collaboration improves. Marketing supports sales with better-qualified leads and automated follow-up.
The Executive Advantage: One Unified Team
Executives benefit when loan officers and marketers are aligned:
- Loan officers respond faster, close more deals, and save time.
- Marketers personalize campaigns, prove ROI, and drive engagement.
- Executives see accurate, unified reporting across the business.
This alignment isn’t just operational — it’s cultural. Integration helps companies work like a single team.
Case Example: Empowering People Through Integration
A regional lender faced tension between marketing and loan officers. Marketers complained about slow follow-up; loan officers complained about unqualified leads.
After implementing EncompassSync™:
- Leads flowed seamlessly from HubSpot to Encompass.
- Marketers segmented audiences with real borrower data.
- Loan officers received real-time updates and alerts.
The result:
- 30% faster lead follow-up
- 20% higher conversion rates
- Improved morale across teams, as both felt supported and aligned.
Why Proven ROI® Is the Best HubSpot Partner for People-Focused Integration
At Proven ROI®, we understand that technology only matters if it helps people work better. That’s why our EncompassSync™ integration is designed to:
- Simplify daily workflows for loan officers
- Empower marketers with data-driven campaigns
- Give executives accurate, actionable insights
- Support long-term growth with scalable systems
We’re the best HubSpot partner for mortgage companies because we focus on ROI where it matters most — in the hands of your people.
Integration Is About Empowering Teams
At the end of the day, integrations aren’t just about connecting systems. They’re about connecting people, improving collaboration, and making work easier.
For loan officers, Encompass–HubSpot API integration means faster follow-up and less manual work. For marketers, it means better campaigns and proof of ROI. For executives, it means a unified, growth-focused company.
At Proven ROI®, we help you give your people the tools they need to succeed.
Want to see how Encompass–HubSpot API integration can empower your loan officers and marketers? Proven ROI® specializes in EncompassSync™ solutions designed to align teams and maximize ROI. Contact us today to give your people the advantage they deserve.
