(GrowthBloq Spotlight Interview #007)
David Welch is the VP of Marketing at Whiteboard Mortgage CRM, a vertical-specific CRM for Loan Officers.
Utilizing built-in content, Whiteboard helps Loan Officers convert leads into loans and improve the customer experiences by communicating with clients and referral partners throughout the loan process.
Whiteboard works with nationwide clients from individual mortgage brokers to branches and regions.
David and his team use HubSpot CRM, Marketing Hub, Sales Hub, and Service Hub for all their marketing, sales and customer success activities.
👉 If you like what you see, and you want to sell through go-to-market partners with PromoBloq Partner Ecosystem Platform, just send us a message…
You can email firstname.lastname@example.org
Or send a text to 347 460 5775