In the mortgage industry, data is everything — but when that data lives in disconnected systems, opportunity gets lost.
Marketing teams manage leads in HubSpot, loan officers live inside the LOS, and leadership struggles to see how marketing actually drives closed loans.
That’s where integration comes in.
At Proven ROI, we specialize in building connected ecosystems that bring your CRM, LOS, and marketing tools into perfect alignment — delivering a single view of the borrower journey from first click to funded loan.
If you’re wondering which Loan Origination Systems can integrate with HubSpot, this guide breaks down your best options, what to consider, and how to make integration work for real results.
Why Integrate Your LOS With HubSpot
Integrating your Loan Origination System with HubSpot transforms how your team operates.
Instead of manually exporting leads, updating statuses, and juggling spreadsheets, you create an automated feedback loop between marketing, sales, and operations.
Benefits include:
- Real-time visibility into borrower activity
- Automated follow-ups when loan statuses change
- Accurate campaign attribution and ROI tracking
- Improved compliance and data consistency
- A better borrower experience at every stage
When your CRM and LOS speak the same language, your entire operation moves faster — and more intelligently.
Top Mortgage LOS Systems That Integrate With HubSpot
1. Encompass (by ICE Mortgage Technology)
Best for: Enterprise lenders seeking robust automation and compliance.
HubSpot integrates with Encompass through middleware like EncompassSync, allowing two-way communication between marketing and loan data.
With Encompass connected to HubSpot, your loan officers can:
- See borrower and loan status updates instantly.
- Trigger workflows and marketing automations based on loan stage.
- View loan progress within the HubSpot deal pipeline.
This integration creates full transparency between marketing and loan origination — a foundation for measurable ROI.
2. Mortgage Automator
Best for: Private lenders and alternative financing.
Mortgage Automator supports API and Zapier-based integration with HubSpot. The connection lets teams manage borrower interactions, automate reminders, and sync key loan data directly into CRM records.
It’s a flexible, scalable solution for smaller teams that want automation without heavy infrastructure.
3. MeridianLink
Best for: Credit unions and community lenders.
MeridianLink’s open architecture allows HubSpot integrations that bring marketing and application data into a unified view. With custom API connections or third-party middleware, teams can automatically move pre-qualified borrowers into tailored HubSpot workflows.
This creates marketing visibility that most credit unions have never had before.
4. The Mortgage Office
Best for: Servicing and private lending operations.
The Mortgage Office can sync data with HubSpot through platforms like PandaFlow or custom API development. Once connected, it allows status updates, borrower communications, and reporting dashboards to live within a shared ecosystem.
This gives leadership clarity across both servicing and marketing — reducing manual input and duplication.
5. Arive LOS
Best for: Independent brokers.
While Arive’s native integrations are limited, its RESTful API and Zapier compatibility enable HubSpot connectivity with custom development. This allows automation of lead creation, pipeline tracking, and borrower engagement directly from Arive into HubSpot workflows.
For brokers who rely on speed and simplicity, this pairing offers high value with minimal complexity.
6. Floify
Best for: Brokerages and small-to-mid-size lenders focused on borrower experience.
Floify offers API access that allows HubSpot to receive borrower application data and document milestones. Proven ROI helps teams use this data to trigger communication workflows and performance dashboards.
The result: faster closings, higher engagement, and automated post-funding follow-ups.
7. Total Expert
Best for: Enterprise marketing and compliance.
While Total Expert functions as a marketing platform itself, many lenders use HubSpot alongside it for enhanced CRM and lead management. Proven ROI builds hybrid architectures that allow both systems to share insights, ensuring unified analytics and consistent borrower experiences.
This structure keeps HubSpot’s power for marketing automation while maintaining Total Expert’s compliance layer.
8. Jungo and Velocify (Salesforce-Based LOS/CRM Platforms)
Best for: Sales-driven organizations expanding into HubSpot.
Both Jungo and Velocify can connect to HubSpot through API or data-layer integrations. This combination helps unify sales and marketing performance data, giving leaders a real-time view of pipeline movement, contact engagement, and ROI across platforms.
Key Integration Considerations
Before implementing any LOS-HubSpot integration, it’s important to plan strategically.
Proven ROI recommends focusing on:
- Data Mapping and Field Alignment
Ensure borrower, loan, and application data align correctly between systems. Misaligned fields lead to inaccurate reporting and broken automations. - Two-Way Sync and Real-Time Triggers
Choose an integration that allows information to flow both ways. For example, when a borrower’s loan status changes, HubSpot should automatically update and trigger communication. - Workflow Automation
Use HubSpot workflows to automate lead assignment, email updates, or task creation based on loan progress. - Compliance and Security
All integrations must maintain borrower privacy, data encryption, and compliance with lending regulations. - Reporting and ROI Tracking
The real value of integration is visibility — connect loan data to marketing metrics to track the full borrower journey and prove ROI.
How Proven ROI Connects HubSpot and LOS Systems
We don’t just connect APIs — we connect outcomes.
Our team specializes in designing custom integration frameworks that unify CRM, LOS, and marketing operations. Whether you’re using Encompass, Floify, Arive, or Total Expert, we map every field, automate every step, and measure every result.
With Proven ROI, integration becomes more than data transfer — it becomes business transformation.
Key Takeaways
- Multiple mortgage LOS platforms — including Encompass, Floify, Arive, Total Expert, MeridianLink, and Mortgage Automator — can integrate with HubSpot.
- Success depends on alignment, not just access. Proper field mapping, automation, and security are essential.
- Proven ROI builds connected ecosystems that unify marketing and loan origination into one measurable growth engine.
- Integration turns insight into performance — making every borrower touchpoint count.
FAQ
1. What is the best LOS for HubSpot integration?
Encompass and Floify are the most flexible for deep two-way integrations, but Proven ROI can architect solutions for nearly any LOS through APIs.
2. Can HubSpot replace my LOS?
No. HubSpot enhances your LOS by managing marketing, relationships, and automation, but your LOS handles compliance, documentation, and underwriting.
3. How long does integration take?
Custom integrations typically take 4–8 weeks, depending on system complexity and data structure.
4. Will integration affect compliance?
Proven ROI designs every connection with permission-based data flows and encryption to meet lending compliance standards.
5. How do I know which integration is right for my business?
We start with discovery — mapping your processes, data, and goals — then design a system that fits your growth plan.
Human Strategy. Intelligent Systems. Proven ROI.
We connect your CRM and LOS to unlock performance, visibility, and measurable growth — from lead to loan.
