National Mortgage Lender Encompass + HubSpot Integration

The challenge

What they were facing

Before the integration, the lender was operating two parallel customer records. Marketing campaigns drove leads into HubSpot, then handed them to LOs who re entered the borrower into Encompass for the actual loan file. From that moment on, marketing was blind. There was no visibility into which leads pulled credit, which submitted applications, which reached conditional approval, and which actually funded. Pull through rate was a guess. Cost per funded loan was a guess. Marketing could not score leads based on real loan behavior, and LOs could not see whether a borrower had opened twelve emails about rate locks or none at all. Manual data entry between the two systems consumed hours per LO every week and still produced duplicates and stale records.

The solution

How we helped

Proven ROI designed and built a bidirectional Encompass + HubSpot integration tuned to mortgage workflows. Borrowers, loan applications, milestones, and status changes sync from Encompass into HubSpot in near real time. HubSpot workflows trigger off Encompass events: application started, credit pulled, conditional approval, clear to close, funded. Marketing engagement and lead source data flow back into Encompass so LOs see the full picture inside the system they already use. We built a closed loop attribution layer that ties every funded loan back to its original marketing source, channel, and campaign. We added automated borrower nurture sequences keyed to loan milestones, compliance safe communication templates for each stage, and an executive dashboard that finally answered the question every CMO wants answered: which marketing dollars produced funded loan revenue.

The results

Measurable impact

The integration rebuilt the lender's pipeline visibility from the ground up. Loan officers stopped re entering data and started spending their time on borrowers, recovering 30 plus hours per LO per week across the team. Pull through rate from lead to funded loan improved 24% as automated milestone driven nurture kept borrowers engaged through the inevitable gaps in the loan process. For the first time, every funded loan was tied to its marketing source, which let the CMO reallocate spend toward the channels actually producing revenue rather than the ones producing the most form fills. Duplicate borrower records dropped to near zero, and compliance and audit reporting got dramatically easier because both systems finally agreed on who the borrower was and what stage they were in.

Services delivered