HubSpot Diamond Solutions Partner

HubSpot Encompass Integration: Unify Your Borrower Journey from Lead to Close

Connect your marketing and sales engine in HubSpot with your core Loan Origination System through HubSpot Encompass Integration. This integration automates data flow, eliminates manual entry, and provides end-to-end visibility into your lending pipeline.

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98.5%

Client Retention

300+

Platforms Integrated

20B+

Fields Synced Annually

HubSpot Diamond Partner

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Streamline Loan Origination in Encompass

Eliminate the time-consuming and error-prone process of manually creating and updating loan files. By automatically pushing qualified borrower data from HubSpot directly into Encompass, your loan officers and processors can start working on applications faster with complete, accurate information from the very beginning.

Automate Loan File Creation: Automatically create new Loan Files and Borrower records in Encompass the moment a prospect reaches the application stage in HubSpot, reducing administrative workload.

Ensure Data Accuracy from the Start: Pre-populate loan applications with accurate contact, property, and preliminary financial information captured in HubSpot, minimizing manual data entry errors.

Provide Full Pre-Application Context: Equip loan processors and underwriters with the complete history of sales notes and marketing engagement from HubSpot, synced directly to the Encompass conversation log.

Maintain Data Consistency: Utilize a bi-directional sync to ensure key borrower contact information is always up-to-date in both systems, creating a single source of truth.

Gain Real-Time Visibility into Your Loan Pipeline in HubSpot

Transform HubSpot into a true command center for the entire borrower journey. By syncing key loan milestones from Encompass back to HubSpot, your marketing teams and loan officers gain unprecedented visibility, enabling automated communication and accurate, closed-loop ROI reporting.

Empower Your Loan Officers: Provide Loan Officers with real-time visibility into their loan files' status and key milestones (e.g., Processing, Underwriting, Approved) directly on the HubSpot Contact record.

Automate Borrower Communication: Trigger personalized, timely status updates and nurture campaigns from HubSpot to borrowers and real estate agents as the loan progresses through Encompass milestones.

Achieve True Closed-Loop Reporting: Sync funded loan data and key financial details from Encompass back to HubSpot to definitively measure marketing campaign ROI and track performance from lead to close.

Build a Unified Borrower View: Combine all top-of-funnel marketing and sales engagement with all back-end loan processing details in a single, chronological timeline.

Your 12-Month Revenue Impact with HubSpot CRM

Get personalized projections based on real HubSpot customer data — matched to your industry and region.

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Visitors · Leads · Deals · Close Rate · Avg. Deal Size

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Benchmarks that actually match your market

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Leads · Pipeline · Revenue

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A Secure & Compliant Sync for the Mortgage Industry

Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.

Built for Your Lending Process

Our integration is configured to map to your institution's specific processes, custom milestones, and data fields within Encompass, ensuring the technology adapts to your business, not the other way around.

Bi-Directional & Uni-Directional Sync: Control the flow of sensitive data with precision, defining which system is the master record for every piece of information.
Real-time & Scheduled Syncs: Utilize real-time triggers for immediate actions like loan file creation and scheduled syncs for large-scale data updates and reporting.
Custom Sync Logic & Triggers: Define the exact business rules for data transfer, such as pushing a contact to Encompass only after a specific application form is submitted.
High-Volume Data Handling: Our enterprise-grade architecture reliably processes a high volume of loan files and borrower data, scaling with your institution's growth.

Comprehensive Object & Field Mapping

We support the full range of objects essential for managing the end-to-end mortgage process. Our deep mapping capabilities connect your sales pipeline to your loan origination engine for a completely unified data model.

HubSpot

Encompass

Contacts
Companies
Deals
Custom Objects

Leads/Contacts
Accounts
Opportunities
Custom Objects

Contacts Leads/Contacts
Companies Accounts
Deals Opportunities
Custom Objects Custom Objects

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What You'll Get

CRM Alignment Score 0-100
Revenue Leakage Risks Top-3
Automation Opportunities
Integration Ideas Industry-specific
Conversion Optimization Wins
CRM ROI Opportunity Zones

65%

Most companies score between 52–71. Where do you stand?

Transparent, Project-Based Pricing

No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.

A failed integration is more than a technical problem; it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.

Why Integrate IQ?

Our four pillars for delivering successful outcomes on complex projects.

Mastery of Complexity

We thrive on custom API integrations, multi-system migrations, and "messy data" that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.

Pragmatic Innovation

Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.

De-Risking the Process

Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.

The Expert You Call

We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'

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Trusted by High-Growth Companies

See why leaders at scaling companies partner with Integrate IQ's experts.

I've been working with Integrate IQ for over 2 years now. We've had several outside systems that we wanted integrated with our HubSpot instance. From project planning and scoping, through build, and after deployment support, the team at Integrate IQ has been exemplary to work with. They've delivered on all commitments, helped established reasonable time frames for deliverables, and kept lines of communication open.

Marohn, M

We've partnered with Integrate IQ for over five years to develop integrations between our complex and not-so-widely-known ERP. They understand HubSpot's strengths, weaknesses and limitations, and are able to easily adapt to our evolving needs. They had an ownership change a few years ago, but that did not impact their expertise/service. We really appreciate our relationship with IIQ and recommend them to anyone looking to embed HubSpot deeper into their organization's systems.

Craychee, A

Integrate IQ has been great to work with! As someone who can be intimidated when things get too technical, they made the process of outlining our integration very approachable and understandable. They're great to work with and built the integration that we asked for, and then continued to work with us to fine-tune the tool over time as we figured out exactly what we needed.

Lauren Little

Integrate has been fantastic to work with. They helped us implement our CRM, design a framework for our pipeline that works perfectly and they built out an integration between HubSpot and Netsuite which allows our data to flow seamlessly. They've been an invaluable partner in our growth.

Whipple, M

We worked with Integrate IQ on a complex integration and now we have a fantastic solution that makes HubSpot work even better!

Ben Donahower

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Frequently Asked Questions

Security and compliance are our top priorities. All data is encrypted in transit and at rest, and we utilize secure, API-based connections. Our platform is SOC 2 compliant and designed to meet the rigorous data security standards of the financial services industry.

Yes. Mapping to custom fields and milestones is a core capability of our solution. We work with your team to map your unique Encompass configuration to corresponding properties in HubSpot, ensuring the integration aligns perfectly with your established lending process.

Absolutely. We configure the integration to trigger based on your specific business rules. For example, a Loan File can be automatically created only when a HubSpot Deal is moved to a stage like "Application Submitted," ensuring clean data and a controlled workflow.

Our platform uses robust deduplication logic. Before creating any new record in Encompass, it checks for existing borrowers based on unique identifiers like email address or phone number to prevent creating duplicate files and ensure data integrity.

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Connect HubSpot & Encompass

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May 6, 2026