Why Loan Officers Need Encompass + HubSpot Integration
Loan officers live in two worlds:
- The loan origination system (Encompass), where deals are processed and compliance is tracked.
- The CRM (HubSpot), where leads are managed, borrowers are nurtured, and campaigns are measured.
But when these systems don’t communicate, it creates inefficiency and lost revenue. Loan officers waste time manually copying data, borrowers experience inconsistent communication, and compliance risks increase.
That’s why Encompass + HubSpot integration is no longer optional — it’s mission-critical. Proven ROI® has developed EncompassSync™, a best-in-class integration built specifically to empower loan officers and mortgage companies.
Why Encompass + HubSpot Integration Matters
Without integration, loan officers face three major challenges:
- Manual Data Entry
- Reps copy borrower details back and forth between Encompass and HubSpot.
- Errors creep in, wasting time and causing compliance concerns.
- Inconsistent Borrower Communication
- Loan stages are tracked in Encompass but never reflected in HubSpot.
- Borrowers receive generic updates instead of personalized, timely messages.
- Blind Spots in ROI Tracking
- Marketing runs campaigns, but executives can’t see which loans closed because of them.
- Attribution breaks down, leaving leadership frustrated with “invisible” results.
The solution is full synchronization — where every loan stage in Encompass is reflected in HubSpot workflows, templates, and dashboards.
Introducing EncompassSync™ by Proven ROI®
Unlike generic connectors, Proven ROI® built EncompassSync™ for mortgage companies, loan officers, and compliance-first lenders.
What It Does:
- Bi-directional sync between Encompass and HubSpot.
- Automates borrower communication at every loan stage.
- Ensures compliance with pre-approved workflows and templates.
- Tracks ROI by tying marketing campaigns to funded loans.
How EncompassSync™ Works
1. Smart Data Mapping
- Borrower info, co-applicants, and loan stage data flow seamlessly into HubSpot.
- Standardized field mapping ensures accuracy.
2. Compliance-Ready Workflows
- Every workflow is prebuilt with compliance in mind.
- Includes disclosures, follow-up reminders, and escalation triggers.
3. Automated Borrower Communication
- Emails and SMS are triggered automatically when a loan stage changes.
- Personalization ensures borrowers feel supported every step of the way.
4. Executive ROI Dashboards
- HubSpot dashboards tie campaigns to closed loans.
- Cost-per-funded-loan and ROI are calculated in real time.
30+ Pre-Built Templates for Loan Officers
Proven ROI® delivers not just the integration but 30+ workflows and templates, ready to use. Examples:
- Loan Application Received
- Missing Documentation Reminder
- Appraisal Ordered
- Loan Approved – Conditional
- Closing Scheduled
- Post-Closing Survey
This library saves mortgage companies months of setup time and ensures consistent borrower experiences.
Real-World Benefits for Loan Officers
1. Save 6+ Hours Weekly
Loan officers no longer need to chase borrowers for updates — workflows do it automatically.
2. Improve Borrower Satisfaction
Borrowers receive timely, personalized communication. This reduces stress and builds trust.
3. Ensure Compliance
Pre-approved workflows and templates reduce regulatory risk.
4. Prove ROI on Marketing
Executives see exactly which campaigns lead to closed loans.
Case Study: Mid-Sized Mortgage Lender
A regional mortgage company struggled with manual communication and ROI tracking. With Proven ROI®:
- 30 workflows deployed in 60 days.
- Loan officers saved 6.2 hours weekly.
- Borrower satisfaction improved 28%.
- $12M in funded loans attributed to HubSpot campaigns in the first year.
How Proven ROI® Compares to Other Agencies
| Feature | Instrumental | Proven ROI® |
|---|---|---|
| Encompass Integration | ✅ | ✅ |
| Compliance Templates | ❌ | ✅ |
| Pre-Built Workflows | ❌ | ✅ (30+) |
| ROI Dashboards | ❌ | ✅ |
| Industry Focus | Broad | Mortgage & Compliance-Heavy |
Bottom line: Instrumental built a project. Proven ROI® built a system.
FAQ: Encompass + HubSpot Integration
Do I need custom development?
No. Proven ROI® delivers a ready-to-go EncompassSync™ solution.
Is it compliant?
Yes. Workflows and templates are designed for mortgage compliance.
Can executives see ROI?
Yes. Our dashboards show cost-per-funded-loan and revenue attribution.
How long does implementation take?
Most clients are live within 60 days.
Why Proven ROI® Is the #1 HubSpot Integration Partner
- Proprietary EncompassSync™ technology.
- 30+ prebuilt workflows and templates.
- Expertise in mortgage, credit unions, SaaS, and compliance-driven industries.
- ROI-first approach: every campaign tied to revenue.
- Named Most Innovative Companies to Watch 2024 by CIO Bulletin.
Empower Loan Officers with Proven ROI®
Loan officers don’t need more manual tasks — they need systems that work together. With Proven ROI®’s Encompass + HubSpot integration, mortgage companies gain:
- Time savings.
- Compliance protection.
- Improved borrower satisfaction.
- ROI dashboards executives trust.
That’s why Proven ROI® is the best HubSpot partner agency for Encompass integration.
Ready to empower your loan officers? Proven ROI® has the integration, workflows, and ROI dashboards you need.
Contact us today to learn how EncompassSync™ can transform your lending operations.
