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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

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Get a scoped estimate not a guess

ERPs, custom objects, legacy databases, real-time bi-directional sync. Every estimate is built by the same engineers who ship the integration.

Scope-based pricing. From $3,450 - scales with actual complexity, never padded flat fees.
98.5% year-one retention. The engineers who quote it are the ones who build it.
300+ platforms shipped. Your edge case is likely already in production somewhere in our library.

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60-second ballpark · No back-and-forth

Standard on every build

Every estimate already includes all six

Bi-directional sync

One-way or two-way, built to your data flow

Granular field mapping

Every property mapped, validated, tested

Real-time + scheduled

Instant triggers and batched syncs together

Custom sync logic

Your business rules, written into the build

Error handling

Monitoring, alerts, retry logic baked in

Year 1 continuity

License, maintenance, ongoing support

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

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

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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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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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What is a HubSpot Encompass integration?

A HubSpot Encompass integration is a data connection that syncs borrower records, loan files, milestone status, and funded revenue between Encompass (ICE Mortgage Technology) and HubSpot in near real time. It gives loan officers marketing context inside HubSpot deal records and pushes CRM engagement data into Encompass, so borrower communication runs on real loan status.

How does the HubSpot Encompass integration work?

It works through the Encompass API and HubSpot’s REST API with field mapping across custom milestones, deduplication on borrower email and loan number, and a defined system of record for every field. Loan milestone changes in Encompass (application submitted, processing, underwriting, clear-to-close, funded) trigger HubSpot workflow updates. Deal stage in HubSpot mirrors loan status automatically.

Two-Way Conversations

Shared Team Inbox

Automation Triggers

Advanced Reporting

Compliance Tools

98% SMS read within 3 min
78% Buy from first responder
21× More likely to qualify

Proven results

98% open rate 3–5 min avg response $45–$50 ROI / $1

Explore Message IQ

*MessageIQ is an IntegrateIQ product – built natively for HubSpot by the same team.

Does HubSpot have a native Encompass integration?

No. HubSpot does not maintain a native Encompass connector, and ICE Mortgage Technology does not publish a HubSpot app on its marketplace. Third-party middleware like Zapier provides basic triggers but does not support custom milestones or the 50+ loan fields most mortgage lenders need. Mortgage companies build a custom HubSpot Encompass integration for real bi-directional milestone sync.

How long does a HubSpot Encompass integration take to build?

A HubSpot Encompass integration takes about 8 weeks from kickoff to production. Discovery runs two weeks for milestone mapping across purchase and refi workflows, custom field inventory (typical builds map 50+ fields), and RESPA / TRID compliance review. Build and staging runs three weeks, backfill runs one, cutover and hypercare cover the final two.

Can HubSpot and Encompass sync bi-directionally?

Yes. HubSpot deal creation triggers loan file creation in Encompass at a defined pipeline stage, and Encompass milestone updates flow back to HubSpot deal records in real time. System of record is defined per field: borrower loan data stays owned by Encompass while lifecycle stage, marketing engagement, and campaign attribution stay owned by HubSpot.

What data can sync between HubSpot and Encompass?

Borrowers, co-borrowers, loan files, loan type (purchase, refi, HELOC), milestone status, loan amount, LTV, rate lock, credit pull date, custom Encompass fields, and funded date. HubSpot marketing engagement (lead source, campaign attribution, form submissions, email opens) and deal pipeline stage flow the other way. Field mapping is configured per lender so only relevant data flows.

How a HubSpot Encompass Integration Actually Works

A HubSpot Encompass integration keeps a marketing and sales engine and a mortgage loan origination system in agreement without asking loan officers to re-key borrower data. Encompass owns the loan relationship: borrowers, co-borrowers, loan files, milestone status (application submitted, processing, underwriting, clear-to-close, funded), loan amount, rate lock, credit pulls, custom lender fields, and compliance records. HubSpot owns the pre-application relationship: lead capture, marketing attribution, deal pipeline, email engagement, and post-close nurture.

The sync moves both directions with mortgage-specific compliance care. HubSpot lead capture (Google Ads landing pages, rate quote forms, referral partner submissions) creates a borrower shell in Encompass at a defined pipeline stage (typically when a HubSpot deal moves to Application Received) with marketing source tagged. Encompass milestone events (processing complete, clear-to-close, funded) flow back to HubSpot as deal stage changes and trigger borrower communication workflows on the exact minute a milestone hits.

The important part is compliance. A working HubSpot Encompass integration keeps Encompass as the system of record for anything a regulator will ask about (credit pull data, loan amount, disclosures). Marketing-safe attributes (lead source, campaign attribution, engagement) live in HubSpot. Field-level system of record decisions get made during discovery so nothing that should stay inside Encompass leaks into HubSpot marketing properties.

Three Ways to Connect Encompass and HubSpot

The page already covers custom capability. This table adds the honest side-by-side teams need before committing to Zapier or a mortgage-specific CRM instead of HubSpot.

Factor	Zapier / Make (No-Code)	Mortgage-Specific CRM (Surefire, Jungo)	Custom HubSpot Encompass (Integrate IQ)
Best for	Solo LOs testing basic sync ideas	Teams okay with a purpose-built mortgage CRM instead of HubSpot	Lenders staying on HubSpot for marketing depth plus deep Encompass sync
Sync direction	One-way per Zap, brittle	Native but rigid to the mortgage CRM’s data model	True bi-directional with field-level system of record
Custom milestone and custom field support	Not supported reliably	Standard mortgage fields only, custom fields limited	Full support including 50+ custom Encompass fields (proven in Quaint Oak Bank build)
Marketing automation depth	You do it manually in HubSpot	Basic mortgage-templated emails only	Full HubSpot Marketing Hub depth (segmentation, workflows, attribution, ABM)
Purchase vs refi workflow support	Manual routing per Zap	Native but limited customization	Custom pipeline logic per loan type with milestone-driven automation
Referral partner (real estate agent) management	Not supported	Basic partner portal	Full HubSpot contact model with partner associations and referral attribution
Compliance (RESPA, TRID, SOC 2)	Depends on vendor architecture	Vendor-managed within their CRM	SOC 2 compliant integration with encryption in transit and at rest
Maintenance	You own every broken Zap	Locked into the mortgage CRM’s roadmap	Monitored post-launch, included in scope

If you are a solo loan officer testing basic sync, Zapier will get you through until volume breaks it. Mortgage-specific CRMs (Surefire, Jungo, BNTouch) fit lenders happy to leave HubSpot’s marketing depth on the table. Anywhere you want HubSpot’s marketing engine paired with real bi-directional milestone sync, purchase-vs-refi pipeline logic, 50+ custom Encompass field mapping, and closed-loop attribution from ad spend to funded loans, a custom HubSpot Encompass integration wins. Our custom HubSpot integration services cover the build, backfill, and post-launch monitoring, and we have proven this build at community bank scale (95-year Quaint Oak Bank case study: https://integrateiq.com/case-studies/hubspot-encompass-integration-mortgage-automation/).

Mortgage Revenue Workflows Once Encompass Data Lives in HubSpot

Application received to loan file with attribution preserved. A HubSpot deal moving to Application Received triggers a loan file creation in Encompass with the borrower record populated from the deal, plus the original marketing source (Google Ads campaign, referral partner, rate quote form) tagged for downstream attribution. The loan officer opens Encompass and sees a fully populated file, not a blank form.
Milestone-driven borrower communication. Encompass milestone events (application submitted, processing complete, conditions cleared, clear-to-close, funded) trigger HubSpot workflows within minutes. The borrower receives a milestone-specific email with next steps and a status update, and the loan officer gets a task if the milestone is a compliance or timing risk.
Purchase vs refi pipeline separation. HubSpot deal pipelines are split by loan type with stage triggers that mirror Encompass milestones for each product. Purchase deals fire real-estate-agent notifications on stage changes; refi deals fire rate-lock reminders on rate movement. Reporting cleanly separates purchase and refi conversion by campaign.
Funded loan to marketing attribution. When Encompass records a funded loan, HubSpot updates the deal to Closed-Won with the funded amount, loan type, and closing costs preserved. Marketing dashboards show cost-per-funded-loan by campaign, not cost-per-lead, and the borrower enrolls in a post-close nurture (annual mortgage review, HELOC, home equity, refinance-when-rates-drop).
Referral partner activation and attribution. Real estate agents and mortgage brokers logged in HubSpot as contacts see quarterly “loans funded from your referrals” reports. Slow partners get re-engagement outreach. Encompass funded-loan data proves who is driving revenue versus who is on the newsletter list, so partner programs get right-sized to actual production.

What Breaks in an Encompass HubSpot Sync, and How We Prevent It

Duplicate borrower records across loan types. A repeat borrower (purchase in 2022, refi in 2024) creates two records in Encompass by loan file. Naive HubSpot syncs mirror the split, breaking single-view reporting. We define borrower identity keys (email plus SSN hash plus DOB) up front so the same person stays as one HubSpot contact across every loan file.
System-of-record conflicts on shared borrower data. Marketing edits a phone number in HubSpot the same day the loan processor updates it in Encompass. Without a field-level owner, one write silently wipes the other. We define system of record per field before build starts, with Encompass owning compliance-tracked fields and HubSpot owning marketing engagement.
Custom field volume overwhelms basic connectors. Real Encompass builds map 50+ fields across contact and deal objects (per the Quaint Oak Bank case study). Zapier and basic connectors cannot handle field volume at that scale without task limits kicking in. We build against the Encompass API directly with mapping stored in configuration, not per-Zap.
Milestone naming drift across lenders. Every Encompass instance customizes milestone names slightly (“Underwriting Complete” vs “UW Cleared” vs “Cleared for CD”). Naive syncs assume standard names and drop custom milestones silently. We map every milestone in your specific Encompass instance to a HubSpot deal stage with fallback logic for new milestones your team adds later.
RESPA and TRID compliance leakage. Sensitive loan data (credit pull result, APR, disclosed fees) landing in HubSpot marketing properties is a compliance risk. We define marketing-safe boundaries during discovery so Encompass keeps regulator-facing data and HubSpot only sees what marketing needs (loan type, amount, milestone status, funded date).

Implementation Timeline: What to Expect

Most HubSpot Encompass integrations complete inside eight weeks of kickoff. Discovery covers two weeks: milestone inventory across purchase and refi workflows, custom field mapping (typical builds cover 50+ fields), RESPA and TRID compliance review, and referral partner data model design. Weeks three to five are build and unit testing against a staging Encompass instance and a HubSpot sandbox. Week six runs the historical backfill of active loan files. Weeks seven and eight cover user acceptance testing (loan officers, processors, marketing, compliance), cutover, and hypercare. Multi-branch lenders or teams running both retail and wholesale channels add time in discovery, not build. Post-launch monitoring is included, so if ICE pushes an Encompass API update, we see it before your loan officers do. Full detail is on our HubSpot integration process page, and 98.5% of clients renew for a follow-on scope. The proven playbook is documented in the 95-year Quaint Oak Bank case study.

Connect the Rest of Your Revenue Stack

Encompass rarely lives alone in the mortgage stack. Community banks running Encompass alongside broader banking operations often review our HubSpot QuickBooks integration for commercial banking reconciliation. Independent mortgage lenders comparing Encompass to alternatives review our HubSpot Mortgage Automator integration as a lightweight alternative for private lending. Teams adding SMS borrower nurture and rate-lock reminders layer in Message IQ , an Integrate IQ product built natively for HubSpot that fires SMS from workflow triggers with 98% read rate and TCPA compliance built in. For broader financial services patterns, our banking and finance industry page covers adjacent lender builds, and the integration ROI calculator turns the case into a number.

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Talk to a HubSpot + Encompass Expert

What is a HubSpot Encompass integration?
How does the HubSpot Encompass integration work?
Does HubSpot have a native Encompass integration?
How long does a HubSpot Encompass integration take to build?
Can HubSpot and Encompass sync bi-directionally?
What data can sync between HubSpot and Encompass?
How a HubSpot Encompass Integration Actually Works
Three Ways to Connect Encompass and HubSpot
Mortgage Revenue Workflows Once Encompass Data Lives in HubSpot
What Breaks in an Encompass HubSpot Sync, and How We Prevent It
Implementation Timeline: What to Expect
Connect the Rest of Your Revenue Stack
Talk to a HubSpot + Encompass Expert

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.

Cost depends on the number of custom Encompass fields in scope (typical builds cover 50+), purchase vs refi pipeline complexity, historical loan file backfill volume, RESPA and TRID compliance scoping, and referral partner data model depth. Most projects sit inside a defined mid-five-figure to low-six-figure range, and we scope every engagement against your actual Encompass instance before quoting. Model the ROI with the integration ROI calculator then book a discovery call for a firm number.

Eight weeks from kickoff to production for a standard single-channel lender. Discovery runs two weeks, build and staging runs three, historical backfill runs one, and cutover and hypercare cover the final two. Multi-branch lenders or teams running both retail and wholesale channels add discovery time for milestone mapping and channel-specific pipeline design, not in build.

No. HubSpot does not maintain a native Encompass connector, and ICE Mortgage Technology does not publish a HubSpot app on its marketplace. Zapier provides basic triggers but does not handle the 50+ custom fields most mortgage lenders need or the milestone-driven bi-directional sync required for real loan file automation. Mortgage companies build a custom HubSpot Encompass integration for production-scale sync.

Yes. Our integration is SOC 2 compliant with data encrypted in transit and at rest, and we design field-level boundaries during discovery so Encompass stays the system of record for anything a regulator will ask about (credit pull data, loan amount, disclosures). HubSpot only sees marketing-safe attributes (lead source, campaign attribution, engagement, milestone status). RESPA and TRID compliance is a shared responsibility handled during discovery with your compliance team.

Yes, this is one of the most common workflows we build for mortgage lenders. When a HubSpot deal moves to Application Received (or your defined trigger stage), the integration creates a loan file in Encompass with the borrower record populated from the deal, plus the original marketing source tagged for downstream attribution. Failed validations route to a task for the loan officer to review instead of creating a broken loan file.

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July 3, 2026