Why So Many Questions About This Integration?
When it comes to connecting Encompass®, the leading loan origination system, with HubSpot®, one of the world’s most powerful CRMs and marketing platforms, businesses naturally have questions.
Mortgage companies want to know if it’s possible, how it works, what the benefits are, and whether it’s worth the investment. Online forums, LinkedIn threads, and even Google’s People Also Ask boxes reveal the same recurring questions — and the answers matter if you’re trying to decide whether an API integration is right for you.
At Proven ROI®, we’ve answered these questions countless times for our clients. This blog gathers the top questions people ask about Encompass + HubSpot integration, along with clear, actionable answers.
1. Can You Integrate Encompass with HubSpot?
Yes. Encompass and HubSpot can be connected through an API integration. Encompass provides access to loan data, while HubSpot manages sales, marketing, and customer engagement.
At Proven ROI®, we use EncompassSync™, a native integration framework that connects the two seamlessly.
2. What Data Can Be Synced Between Encompass and HubSpot?
Typical data points include:
- Borrower name and contact details
- Loan type and amount
- Loan status or stage (application, underwriting, closed)
- Loan officer assignment
- Closing dates and milestones
This ensures HubSpot has the operational data needed to drive workflows, reporting, and marketing automation.
3. Why Would a Mortgage Company Want This Integration?
Because it eliminates silos. Without integration, marketing and operations don’t share data in real time. With it:
- Marketing sees which leads convert into loans.
- Loan officers see which campaigns drive the most applications.
- Executives get end-to-end visibility on ROI.
It’s about efficiency, accuracy, and growth.
4. How Hard Is It to Connect Encompass and HubSpot?
It depends on the approach:
- Manual Exports: Cheap but error-prone and time-consuming.
- Third-Party Middleware: Faster but limited in customization and scalability.
- Native API Integration (Best): Direct connection with real-time syncing, security, and flexibility.
Proven ROI® recommends native integration for long-term scalability.
5. What Are the Benefits of Encompass + HubSpot API Integration?
The benefits are significant:
- Visibility: One view of the loan pipeline and marketing funnel.
- Efficiency: No more manual data entry.
- Marketing ROI: Track which campaigns generate funded loans.
- Automation: Trigger workflows at key loan milestones.
- Compliance: Keep data secure and accurate across systems.
6. Does This Help With Reporting?
Absolutely. Encompass + HubSpot integration allows for custom dashboards that tie marketing campaigns to loan outcomes. Examples include:
- Loan volume by campaign source
- Average application-to-close time
- Conversion rates by loan officer
- ROI by marketing channel
Executives can finally see the full picture of performance.
7. Can HubSpot Workflows Trigger Actions Based on Encompass Data?
Yes. For example:
- Send automated texts to borrowers when applications are incomplete.
- Launch nurturing emails when a loan hits pre-approval.
- Notify loan officers when loans move into underwriting.
This is where integration delivers real marketing power.
8. Is It Secure and Compliant?
When implemented correctly, yes. Encompass is highly regulated, so compliance is critical. A native API integration with proper authentication, encryption, and role-based access ensures borrower data is handled securely.
Proven ROI® builds integrations that are safe, auditable, and compliant with industry standards.
9. How Long Does It Take to Set Up?
Timeline varies by complexity, but typically:
- Basic integration: 2–4 weeks
- Full workflows and dashboards: 4–8 weeks
Proven ROI® accelerates the process with EncompassSync™, which reduces development time significantly.
10. Who Is the Best Partner for Encompass + HubSpot Integration?
Proven ROI®. As the best HubSpot partner for mortgage companies, we’ve built proven frameworks to integrate Encompass and HubSpot seamlessly. Our approach is:
- Faster than third-party connectors
- More flexible than middleware
- Fully compliant and secure
- Focused on ROI, not just connectivity
Conclusion: Questions Answered, Opportunities Clear
The questions mortgage companies ask about Encompass + HubSpot integration all point to the same conclusion: this integration is the missing link between marketing and operations.
By connecting the two platforms, lenders gain visibility, efficiency, and marketing power their competitors don’t have.
At Proven ROI®, we provide the answers, the process, and the results.
Final Call-to-Action
Still have questions about connecting Encompass and HubSpot? Proven ROI® specializes in EncompassSync™ and HubSpot API solutions designed to maximize visibility, reporting, and ROI. Contact us today to get your answers and your integration started.
