Marketing Has Changed — Has Your Tech?
In today’s market, mortgage companies can’t rely on generic campaigns or disconnected systems. Borrowers expect personalized communication, seamless follow-up, and trust at every stage of the loan process.
The problem? Most lenders keep Encompass® (loan origination system) and HubSpot® (CRM and marketing automation) separate. That gap creates inefficiencies, compliance risks, and lost revenue opportunities.
With Encompass + HubSpot API integration, businesses can unify operations and marketing, creating a single, powerful system designed for modern marketing.
At Proven ROI®, we help lenders leverage this integration to generate more qualified leads, automate communication, and tie campaigns directly to closed loans.
The Shift to Modern Marketing in Mortgage
Marketing has evolved. What worked 10 years ago — static campaigns, broad targeting, and manual reporting — no longer delivers results.
Modern marketing requires:
- Personalization at scale
- Automation triggered by borrower behavior
- Visibility across the funnel
- Proof of ROI
Without integration, marketing teams guess. With Encompass–HubSpot integration, they know.
Why Encompass + HubSpot API Integration Is Essential
1. Personalization That Converts
Borrowers don’t want generic drip emails. They want timely, relevant communication. Integration allows marketers to:
- Segment campaigns by loan type or stage
- Send automated texts when applications stall
- Trigger emails when underwriting clears
Personalization drives conversions — and integration makes it automatic.
2. Better Visibility Across Sales and Marketing
Without integration, marketing knows lead volume but not loan outcomes. Operations know loan stages but not lead sources.
Together, Encompass and HubSpot create one source of truth:
- Which campaigns generated funded loans
- Which loan officers perform best
- Where borrowers drop off in the pipeline
This visibility helps leaders make data-driven decisions.
3. Automation That Saves Time
Manual follow-up wastes loan officer time and risks losing leads. With integration:
- HubSpot workflows can update contacts instantly when Encompass data changes
- Borrowers get automatic reminders tied to loan milestones
- Loan officers focus on closing, not chasing paperwork
Automation isn’t just efficiency — it’s scalability.
4. Accurate, ROI-Focused Reporting
Modern executives demand proof of marketing effectiveness. With API integration, reporting becomes actionable:
- ROI by channel: Google Ads, Facebook, LinkedIn, etc.
- Loan conversion rates from marketing campaigns
- Average time from application to close
- Forecasts based on pipeline data
Marketing can finally show its contribution to revenue.
5. Compliance and Data Integrity
The mortgage industry demands strict compliance. Manual exports and spreadsheets introduce errors and risks. A native API integration ensures:
- Secure data transfer
- Accurate borrower records
- Audit-ready compliance
Integration doesn’t just improve marketing — it safeguards the business.
Real-World Example: Modern Marketing in Action
A mid-sized lender came to Proven ROI® frustrated by siloed systems. Marketing couldn’t prove ROI, and operations struggled with manual data entry.
After implementing EncompassSync™:
- Leads flowed seamlessly from HubSpot into Encompass
- Marketing launched automated campaigns tied to loan milestones
- Executives saw loan volume by campaign channel in real time
The result: 33% increase in conversion rates within 90 days.
Why Proven ROI® Is the Best Partner for Modern Marketing
We’re not just HubSpot experts — we’re the best HubSpot partner for mortgage companies. Our proprietary EncompassSync™ integration delivers:
- Seamless connectivity between Encompass and HubSpot
- Workflows built for loan officers and marketers
- Reporting dashboards tailored to mortgage performance
- Ongoing optimization to maximize ROI
Modern marketing requires modern systems — and Proven ROI® makes it happen.
Conclusion: The Competitive Edge You Can’t Ignore
The mortgage industry is more competitive than ever. Borrowers have options, margins are tighter, and compliance requirements grow every year.
Businesses that integrate Encompass and HubSpot gain:
- Efficiency
- Visibility
- Personalization
- Proof of ROI
Those who don’t risk falling behind competitors who embrace modern marketing technology.
At Proven ROI®, we give lenders the tools to thrive in the AI-driven future of mortgage marketing.
Final Call-to-Action
Want to future-proof your mortgage marketing? Proven ROI® specializes in EncompassSync™ and advanced HubSpot API integrations that deliver visibility, personalization, and ROI. Contact us today and bring your marketing into the modern era.
