When financial institutions integrate Encompass LOS with HubSpot CRM, success depends on one critical factor — data accuracy. Even the most advanced automation or analytics system fails if borrower information doesn’t sync properly across platforms.
That’s why validation and testing are essential.
At Proven ROI, we treat integration testing as more than a technical step — it’s the foundation of trust, compliance, and performance. Our validation framework ensures that every borrower field, loan milestone, and update in Encompass is accurately reflected in HubSpot — without loss, duplication, or distortion.
When data is accurate, automation works. When automation works, performance becomes measurable.
Why Validation and Testing Matter
In lending, a single data mismatch can create cascading issues across departments. A borrower’s loan stage recorded incorrectly, a missing co-borrower detail, or a delayed status update can all lead to poor borrower communication and compliance risk.
Validation and testing eliminate those risks by confirming that every integration point functions as intended — every time.
Core Objectives of Integration Validation
- Verify accurate synchronization between HubSpot and Encompass
- Detect and resolve mapping or formatting errors
- Confirm real-time updates occur without latency or duplication
- Ensure data integrity across multiple loans and borrowers
- Maintain compliance and audit readiness
Without testing, integrations rely on assumption. Proven ROI replaces assumption with certainty.
The Proven ROI Validation Framework
Our testing process is comprehensive, structured, and results-oriented. We validate not just technical connections, but business performance outcomes — ensuring your integration delivers both accuracy and ROI.
Step 1: Data Mapping Review
Before testing begins, our team verifies that every field in Encompass aligns with its corresponding property in HubSpot. We confirm correct field types, naming conventions, and data structures to prevent synchronization conflicts.
Step 2: Test Case Development
We create custom test cases that simulate real-world loan workflows — from borrower application to closing. This includes multiple borrower scenarios, loan types, and processing paths to ensure coverage across your lending operation.
Step 3: Synchronization Testing
Our team tests two-way synchronization by submitting controlled data changes in Encompass and confirming they appear accurately in HubSpot, and vice versa.
- Borrower contact updates
- Loan stage transitions
- Documentation status changes
- Assigned loan officer updates
Step 4: Automation Verification
We validate that workflow triggers, notifications, and task automations in HubSpot respond correctly to Encompass updates. This ensures communication and reporting automations function flawlessly in live environments.
Step 5: Exception and Error Testing
We intentionally test for errors — incorrect data formats, missing fields, API timeouts — to verify that our integration handles them gracefully. Proven ROI applications include error logging and auto-recovery functions for complete reliability.
Step 6: Reporting Validation
Finally, we confirm that all validated data appears accurately in dashboards and reports. Leadership should see the same information — whether they’re in HubSpot, Encompass, or Proven ROI’s integrated analytics portal.
What We Validate
Proven ROI tests and validates every element that affects borrower communication, loan progress, and performance visibility.
1. Borrower and Co-Borrower Data
- Name, contact information, and relationship structure
- Co-borrower linking and dependent fields
- Borrower communication preferences
2. Loan-Level Data
- Loan ID, amount, type, and rate
- Loan stage, milestone dates, and assigned officers
- Conditional logic for different loan programs
3. Workflow and Automation Accuracy
- Automatic borrower notifications at key loan milestones
- Task creation for loan officers and processors
- Correct timing and frequency of automated communications
4. Marketing Attribution
- Lead source, campaign tracking, and loan-to-marketing linkages
- ROI visibility for every funded loan
By validating every layer of data, Proven ROI ensures your systems operate with precision and integrity.
Ensuring Accuracy Across Multiple Loans and Borrowers
In multi-loan or joint-borrower environments, data synchronization becomes exponentially more complex. Proven ROI’s validation tools identify and correct potential issues like:
- Duplicate borrower records
- Overwritten co-borrower data
- Cross-loan status confusion
- Transaction latency between systems
We test these high-complexity scenarios under live conditions to guarantee performance even at enterprise scale.
Testing Tools and Methodologies
Proven ROI employs a hybrid approach that combines automation with human oversight.
Automated Testing
We use custom-built scripts to simulate thousands of synchronization events between HubSpot and Encompass. This ensures that every possible data path has been verified for speed, accuracy, and resilience.
Manual Validation
Human testers cross-check critical borrower data, milestone transitions, and workflow triggers to ensure system behavior matches real-world expectations.
Continuous Monitoring
Once the integration goes live, Proven ROI’s monitoring layer continuously validates data integrity in real time — alerting teams to potential discrepancies before they impact operations.
Compliance and Security Validation
Accuracy alone isn’t enough; compliance must be built into the process. Proven ROI ensures that every validation and testing cycle adheres to regulatory and data privacy standards.
Security and Compliance Features
- Full encryption of test data in transit and at rest
- Role-based permissions for testers and administrators
- Audit logs for every synchronization and validation event
- Controlled test environments that mirror production systems
This framework ensures lenders remain fully compliant with data protection requirements while achieving flawless integration performance.
Real-World Impact
A mid-sized financial institution partnered with Proven ROI to validate its HubSpot–Encompass integration after struggling with incomplete borrower data. Within three weeks of implementation:
- Data mismatch errors dropped by 98%
- Workflow automation accuracy improved by 35%
- Reporting discrepancies across departments were eliminated
The lender gained total confidence that every borrower record was accurate, complete, and compliant — transforming data from a liability into an asset.
Key Takeaways
- Validation and testing guarantee data accuracy and trust between HubSpot and Encompass
- Proven ROI’s framework verifies synchronization, automation, and reporting precision
- Continuous validation ensures long-term reliability and compliance
- Accurate data supports confident decision-making, faster processing, and improved ROI
Partner with Proven ROI
Test with precision. Validate with confidence. Perform with clarity.
At Proven ROI, we ensure your data tells the truth. Our validation and testing services guarantee that every Encompass–HubSpot integration performs flawlessly — empowering your teams with the accuracy they need to make smarter decisions.
Schedule your consultation at www.provenroi.com/contact and ensure your integration performs as promised.
FAQ
1. Why is validation and testing critical for Encompass–HubSpot integration?
It ensures borrower and loan data sync accurately between systems, maintaining trust and compliance.
2. How does Proven ROI validate integration accuracy?
Through systematic data mapping reviews, automated synchronization testing, and live workflow verification.
3. What if data doesn’t match between systems?
Proven ROI’s validation layer automatically flags and corrects mismatches while generating error reports for review.
4. Does validation continue after launch?
Yes. We provide continuous monitoring and periodic audits to ensure ongoing accuracy as systems evolve.
5. How does validation affect ROI?
Accurate data improves automation, compliance, and analytics — leading to faster loans, better communication, and measurable growth.
Accuracy. Trust. Proven ROI.
