Encompass by ICE Mortgage + HubSpot Integration
Encompass by ICE Mortgage Technology is the leading loan origination system (LOS) for mortgage lenders. Our integration connects borrower data, loan status, and milestone information with HubSpot, enabling automated borrower communications and loan officer marketing.
Integration Details
- API Type
- Developer Connect (OAuth2)
- Sync Direction
- Bidirectional
- Status
- available
Data Sync Objects
| HubSpot Object | Encompass Object | Direction |
|---|---|---|
| Contacts | Borrowers | Two-way |
| Deals | Loans | Two-way |
| Custom Objects | Loan Milestones | External → HubSpot |
| Timeline Events | Loan Activity | External → HubSpot |
| Custom Objects | Loan Officers | External → HubSpot |
Use Cases
Loan Status Updates
Automatically notify borrowers of loan milestone completions and next steps.
Refinance Campaigns
Target past borrowers for refinance opportunities based on rate changes and loan age.
Loan Officer Attribution
Track lead sources and marketing ROI by loan officer and branch.
Features
Frequently Asked Questions
How does the Encompass by ICE Mortgage HubSpot integration work?
Encompass by ICE Mortgage Technology is the leading loan origination system (LOS) for mortgage lenders. Our integration connects borrower data, loan status, and milestone information with HubSpot, enabling automated borrower communications and loan officer marketing. The integration supports bidirectional sync via Developer Connect (OAuth2).
What data can I sync between Encompass and HubSpot?
You can sync Borrowers to Contacts, Loans to Deals, Loan Milestones to Custom Objects, Loan Activity to Timeline Events, Loan Officers to Custom Objects.
What are the main use cases for Encompass by ICE Mortgage + HubSpot?
Loan Status Updates: Automatically notify borrowers of loan milestone completions and next steps. Refinance Campaigns: Target past borrowers for refinance opportunities based on rate changes and loan age. Loan Officer Attribution: Track lead sources and marketing ROI by loan officer and branch.
How long does it take to set up the Encompass integration?
Setup time varies based on complexity, but most integrations are live within 2-4 weeks.
Do you provide ongoing support?
Yes, RevOps Connect provides fully managed integration support including monitoring, maintenance, error handling, and updates. Our team proactively resolves issues before they impact your business.
Ready to connect Encompass to HubSpot?
Let's discuss your integration requirements and build a solution that works for your business.