The Integration Dilemma
Mortgage companies know they need to connect Encompass® and HubSpot® — but the question is how.
Many turn to third-party connectors or middleware tools that promise quick integrations. While they can get data moving, they rarely deliver the depth, compliance, and scalability that mortgage lenders truly need.
The better solution? A native API integration. Built directly on Encompass and HubSpot APIs, native integrations deliver secure, real-time syncing and ROI-focused functionality.
At Proven ROI®, our EncompassSync™ solution is designed to give lenders the reliability of a native integration — not the limitations of a connector.
The Pitfalls of Third-Party Connectors
1. Limited Flexibility
Connectors are built for generic use cases. They often can’t handle complex loan fields, custom workflows, or industry-specific compliance requirements.
2. Delayed Syncing
Many connectors operate on batch syncing instead of real-time data flow. This causes loan officers to miss borrower updates and slows down follow-up.
3. Data Inconsistencies
Connectors can duplicate records or drop fields if mappings aren’t supported. For mortgage companies, even small inconsistencies can cause compliance risks.
4. Compliance Risks
Most middleware tools aren’t designed for mortgage-specific regulations. This creates potential vulnerabilities in handling sensitive borrower data.
5. Vendor Dependency
With a connector, you’re dependent on a third-party’s uptime, pricing, and support. If they change their model, your integration breaks.
Why Native Integrations Win
1. Real-Time Data Sync
Native API integrations allow borrower and loan data to flow instantly between Encompass and HubSpot. This eliminates delays and supports faster borrower engagement.
2. Full Customization
Because it’s built directly on the APIs, native integration can:
- Map any Encompass field into HubSpot
- Build workflows tied to loan milestones
- Support unique business processes
It adapts to your company, not the other way around.
3. Higher Accuracy
Direct API calls reduce errors and ensure data integrity. Loan officers and marketers can finally work from a single source of truth.
4. Stronger Compliance
Native integrations can be designed with encryption, role-based access, and audit-ready logs — ensuring borrower data is always protected.
5. Long-Term Scalability
Unlike middleware tools, native integrations grow with your business. As you add new loan products, workflows, or reporting needs, the integration adapts.
Case Example: Connector vs. Native
A mid-sized lender tried a third-party connector to sync Encompass and HubSpot. They faced:
- Inconsistent borrower records
- Slow batch syncing every 24 hours
- Missing fields that hurt reporting
After switching to Proven ROI®’s EncompassSync™ native integration:
- Data flowed in real time
- Loan officers saw updates instantly
- Reporting dashboards tied campaigns directly to funded loans
The result: a 31% improvement in conversion rates and a reliable integration that scaled with growth.
Why Proven ROI® Delivers Native Integration Better
Proven ROI® is the best HubSpot partner for mortgage companies because we don’t rely on middleware. With EncompassSync™, we:
- Build integrations natively with Encompass and HubSpot APIs
- Ensure compliance through secure, auditable data flows
- Customize solutions for your unique workflows and reporting needs
- Provide ongoing support to keep integrations optimized
We don’t just make your systems connect. We make them work together to drive ROI.
Don’t Settle for Half Integrations
Third-party connectors may promise quick fixes, but they can’t deliver the performance, compliance, or scalability that lenders require.
A native Encompass–HubSpot API integration gives you:
- Real-time data accuracy
- Full customization
- Compliance you can trust
- ROI-driven reporting
At Proven ROI®, we deliver integrations built for growth, not shortcuts.
Looking for more than a connector? Proven ROI® specializes in EncompassSync™ — the native Encompass–HubSpot API integration built for accuracy, compliance, and ROI. Contact us today to future-proof your integration.
