(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.
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