Manual workflows are the silent barrier holding many lending teams back. Loan officers try to manage their pipeline in one system, while marketing teams operate in another. Communication is slow, data entry is repetitive, and operational gaps appear at every stage. These inefficiencies compound as volume increases, creating bottlenecks that limit growth and frustrate both borrowers and internal teams.
Proven ROI solves this challenge by connecting systems that were never designed to work together.
A custom integration between HubSpot and Encompass transforms the lending workflow, eliminates manual work, and gives lenders a unified, intelligent system that scales revenue without adding staff.
The Challenge: Manual Workflows Holding Back Growth
Before the integration, loan officers relied on Encompass to manage mortgage applications and approvals, while marketing, automation, and customer communication were handled inside HubSpot. The two systems operated independently, creating a disconnect that slowed the entire organization.
Since Encompass and HubSpot did not speak to each other, every new loan application required manual data entry into HubSpot.
Without that step, marketing campaigns could not trigger, loan updates would not send, and reporting became incomplete and unreliable.
These manual workflows caused widespread problems across the lending team:
- Slow communication with borrowers
- Missed marketing opportunities
- Inconsistent follow up from loan officers
- Duplicate data records
- Delayed reporting
- Increased processing time
- Higher chance of human error
The process worked when volume was low. It broke the moment teams tried to scale.
Why Manual Data Entry Limits Growth
Manual work steals valuable hours from loan officers and marketing teams. Even the most organized staff cannot keep pace as volume rises.
Manual entry leads to:
- Slower borrower onboarding
- Delayed communication
- Longer loan cycles
- Increased fallout
- Staff fatigue
- Higher operational risk
Growth becomes impossible because every new application adds more work rather than more revenue.
This is the moment lenders come to Proven ROI for help.
The Solution: A Seamless HubSpot and Encompass Integration
Proven ROI built a custom API based integration that creates a real time bridge between Encompass and HubSpot.
This connection eliminates manual work and gives teams the unified ecosystem needed to scale efficiently.
How the Integration Works
The integration is engineered to move data between systems instantly and accurately. Here is what happens:
Real Time Data Sync
When a loan date is entered in Encompass, borrower and loan data automatically sync into HubSpot.
This includes:
- Borrower information
- Co borrower information
- Loan details
- Loan milestones
- Application dates
- Timeline changes
- Status updates
Everything is mapped to the correct HubSpot Contacts and Deals, creating a complete and accurate record for every borrower.
Automated Communication Triggers
Once the data hits HubSpot, automation begins instantly.
Borrowers receive:
- Welcome messages
- Application confirmations
- Document reminders
- Milestone updates
- Personalized guidance
- Post close communication
Loan officers no longer need to track every message. The system handles it.
Pipeline Visibility
HubSpot Pipelines update automatically based on Encompass milestones.
Leadership gains instant visibility into:
- Active loan stages
- File movement
- Delayed applications
- Loan officer activity
- Forecasted production
Reporting becomes accurate, real time, and actionable.
Elimination of Manual Data Entry
Loan officers stop typing information into HubSpot by hand.
Marketing teams stop waiting for data updates. The organization regains time, accuracy, and clarity.
The Impact on Loan Officers
Loan officers thrive when their systems support them. With automatic data sync, they gain:
- Real time borrower updates
- Clear next steps
- Faster follow up
- Fewer errors
- A simplified workflow
- More time spent speaking with borrowers instead of typing into systems
This leads to higher conversion, more confident borrowers, and better loan officer performance overall.
The Impact on Borrowers
Borrowers feel the difference immediately.
They receive:
- Faster communication
- Timely loan updates
- Clear expectations
- Consistent reminders
- Less confusion and fewer delays
The experience feels modern, reliable, and professional.
Borrower satisfaction increases, which strengthens referral relationships and repeat business.
The Organizational Impact
Once HubSpot and Encompass sync automatically, lenders experience measurable improvements:
- Faster loan timelines
- Higher pull through rates
- More consistent lead follow up
- Improved borrower satisfaction
- More accurate reporting
- Reduced operational cost
- Better forecasting for leadership
The organization finally gains the ability to scale without adding staff.
Why Proven ROI Delivers Better Integrations
Proven ROI does not rely on third party middleware or generic connectors.
We build custom API integrations designed around your data structure, your workflow, and your business goals.
We understand both Encompass and HubSpot at a deep technical level, which allows us to align fields, milestones, and triggers with precision.
Our integrations are engineered to be:
- Fast
- Reliable
- Compliant
- Scalable
- Easy to manage
- Fully aligned with your lending process
This is why lenders choose Proven ROI when they want an integration that works.
Key Takeaways
- Manual workflows slow down loan officers and limit growth
- HubSpot and Encompass need a real time connection to operate effectively
- Custom API integration eliminates repetitive data entry
- Borrowers receive faster and more consistent communication
- Loan officers gain clarity and efficiency
- Leaders gain accurate reporting and forecasting
- Proven ROI builds connected systems that accelerate lending performance
FAQ
1. Will this integration work with a heavily customized Encompass setup
Yes. Proven ROI maps every custom field and milestone to ensure accuracy.
2. Does the integration require new software
No. We connect your existing platforms through a custom API.
3. How soon will our team see improvements
Many lenders experience benefits within the first thirty to sixty days.
4. Can this integration support multiple branches or loan teams
Yes. It supports distributed lending with unified data and consistent automation.
5. Does this improve borrower communication
Yes. Borrowers receive timely, personalized updates at every stage of the loan process.
