Why Integrations Matter for Lending Sales Teams
Mortgage sales teams thrive on relationships, responsiveness, and results. But too often, they juggle disconnected tools: CRMs, loan origination systems, marketing platforms, and compliance software. The lack of integration creates silos, delays, and missed opportunities.
HubSpot® stands out as a flexible CRM and marketing platform — but its real power comes from integrations. By connecting HubSpot to critical systems like Encompass®, lenders can give sales teams the tools they need to build trust, close faster, and grow pipelines.
Here are the 10 best HubSpot integrations for sales teams in lending, with Encompass integration leading the way.
1. Encompass + HubSpot Integration
The gold standard for mortgage sales teams. Proven ROI®’s EncompassSync™ bridges Encompass loan data with HubSpot, empowering loan officers to:
- Access real-time loan status inside HubSpot
- Automate borrower communications at every stage
- Tie campaigns directly to funded loans
- Eliminate manual data entry
- Maintain compliance with auto-logging
This is the #1 integration for sales teams in lending.
2. DocuSign Integration
Sales teams waste time chasing signatures. With DocuSign connected to HubSpot, loan officers can:
- Send, track, and manage e-signatures directly
- Automate reminders for unsigned documents
- Reduce time-to-close by removing bottlenecks
3. RingCentral or Aircall Integration
Phone communication remains central to lending. By connecting RingCentral or Aircall:
- Every borrower call is logged in HubSpot
- Calls can trigger workflows (follow-up emails, tasks)
- Sales teams gain call analytics for performance improvement
4. Zoom Integration
For virtual borrower consultations, Zoom + HubSpot integration:
- Automates scheduling with borrowers
- Logs meeting details in HubSpot
- Sends post-meeting follow-ups automatically
5. Calendly Integration
Scheduling back-and-forth wastes sales team time. Calendly + HubSpot ensures:
- Borrowers book loan officer meetings directly from emails or landing pages
- Meetings auto-sync into HubSpot
- Sales reps spend less time scheduling, more time selling
6. Slack Integration
Internal communication drives borrower speed. With Slack + HubSpot:
- Loan updates trigger Slack notifications for officers and processors
- Sales and marketing teams align in real time
- Loan officers get instant visibility into borrower activity
7. Salesforce Integration (for hybrid lenders)
For companies running Salesforce alongside HubSpot, integration ensures:
- Loan pipeline data doesn’t get siloed
- Marketing attribution flows across both systems
- Sales teams can operate seamlessly without duplicate data entry
8. SurveyMonkey Integration
Borrower feedback drives improvement. With SurveyMonkey + HubSpot:
- Post-close surveys feed directly into HubSpot
- Loan officers see borrower satisfaction in real time
- Insights fuel both marketing and service improvements
9. Zapier Integration
Zapier opens the door to thousands of niche integrations. For lending sales teams:
- Automate alerts for rate changes
- Connect HubSpot to back-office tools
- Build workflows without custom development
10. LinkedIn Sales Navigator Integration
For B2B mortgage relationships (e.g., realtors, builders, credit unions):
- HubSpot connects to LinkedIn outreach
- Sales officers track engagement directly in CRM
- Increases referral partnerships and channel growth
Case Example: Sales Teams Powered by Integrations
A national lender equipped its sales team with HubSpot + Encompass, DocuSign, and Zoom integrations. Within 6 months:
- Loan officers saved 8 hours per week in admin
- Borrower satisfaction scores increased by 25%
- Funded loans attributed to marketing grew by $12M
Integration turned disconnected systems into a connected growth engine.
Why Proven ROI® Leads in Lending Integrations
At Proven ROI®, we built EncompassSync™ to serve mortgage sales teams directly. Our approach:
- Real-time sync between Encompass and HubSpot
- Pre-built workflows designed for loan officers
- Compliance-ready automation
- Dashboards that prove ROI
We’re the best HubSpot partner for mortgage companies because we design integrations that drive sales, not just data sync.
Integrations Unlock Sales Team Potential
For sales teams in lending, disconnected tools are the enemy of speed and trust. HubSpot integrations — especially EncompassSync™ — eliminate silos, automate workflows, and empower officers to focus on borrowers.
At Proven ROI®, we make integrations the backbone of sales success.
Want to equip your sales team with the right integrations? Proven ROI® specializes in EncompassSync™ and HubSpot API integrations that empower sales teams to close more loans. Contact us today to get started.
