How a 95-Year Financial Institution Accelerated Loan Processing with Integrate IQ

For nearly a century, this community bank has served customers across the Delaware Valley, Lehigh Valley, and Philadelphia with personalized financial services from mortgages and insurance to commercial banking. But while their customer service was modern, their loan processing wasn’t. Manual data entry between systems was slowing everything down.

Key Results

Client

95-year community bank serving the Delaware Valley, Lehigh Valley, and Philadelphia

Challenge

Manual data entry between Encompass and HubSpot.

Pain Points

Time-consuming loan processing
High potential for data errors
Limited scalability without hiring more staff

Solution

API-based HubSpot–Encompass integration
Automated syncing of contacts, deals, and custom fields
Dynamic workflows triggered by loan milestones

Results

Manual entry eliminated
Processing time and errors reduced
Customer communication fully automated
Higher operational efficiency with existing staff
Significant gains in efficiency and productivity

Impact

Faster loan approvals, improved borrower experience, and increased throughput.

The Challenge: Manual Workflows Holding Back Growth

Loan officers relied on Encompass to manage mortgage applications and approvals, while marketing and customer communications ran through HubSpot. The two systems didn’t talk to each other.

That gap meant every new loan application required manual data entry into HubSpot to trigger marketing campaigns, automate customer communications, and generate reports. The process was slow, error-prone, and made it hard to scale without adding staff.

The Solution: A Seamless HubSpot–Encompass Integration

Integrate IQ built a custom API-based integration that bridges Encompass and HubSpot in real time.

Here’s how it works:

When a loan date is entered in Encompass, borrower and loan data automatically sync to HubSpot Contacts and Deals.

Using loan milestones, HubSpot automation sorts loans by stage and pipeline.

The client’s team can easily update milestone qualifications within HubSpot without developer support or integration changes.

The integration also transfers custom property data, ensuring complete and accurate records.

When a loan date is entered in Encompass, borrower and loan data automatically sync to HubSpot Contacts and Deals.

Using loan milestones, HubSpot automation sorts loans by stage and pipeline.

The client’s team can easily update milestone qualifications within HubSpot without developer support or integration changes.

The integration also transfers custom property data, ensuring complete and accurate records.

The Results: Faster Loans, Happier Customers

Once the integration went live, everything changed:

Manual data entry was eliminated entirely.

Loan processing times dropped dramatically.

Error rates decreased.

Automated communications kept borrowers engaged throughout the process.

The bank can now process more loans without increasing staff.

Manual data entry was eliminated entirely.

Loan processing times dropped dramatically.

Error rates decreased.

Automated communications kept borrowers engaged throughout the process.

The bank can now process more loans without increasing staff.

With clean, connected data flowing between Encompass and HubSpot, the institution improved both internal efficiency and customer experience, two outcomes that directly impact profitability.

Modern Banking Demands Modern Integration

This project is one of many ways Integrate IQ helps financial institutions unlock the value of their existing systems. Whether you use Encompass, MeridianLink, or another lending platform, our team can design a secure, custom HubSpot integration to streamline operations and improve the borrower journey.

Ready to accelerate your workflows and deliver better customer experiences?

Contact Integrate IQ for a free integration evaluation.

Schedule a Free Consultation