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Champions Funding Partners With Hubspot for CRM

Champions Funding has launched HubSpot as its Customer Relationship Management software, weeks before the one-year anniversary of the company’s initial launch. As a start-up, Champions has invested in the best technology during its foundational phase to catapult its mission of “serving the underserved and underbanked borrowers” as the company fills gaps missing in the mortgage industry with traditional agency lenders. As a Non-QM and CDFI-certified wholesale mortgage lender, selecting a cross-functional automation tool was critical to connect the Champs teams with the company’s mortgage brokers clients through a seamless experience.

Additionally, Champions Funding partnered with a Hubspot Diamond Solutions Partner, Pyxis Growth Partners, to assist with integration of the Loan Origination System (LOS) and implementation to maximize tools and increase scalability for the sales team. They created multiple workflows and automation to tailor the business’ financial services model while equipping the marketing team with tools to execute campaigns.

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Champion Funding’s EVP of Sales, Kimberley Torres, explains the value, “Our relationships with our lending partners have been founded on the highest levels of service. Through HubSpot’s tools, our sales teams have been able to deliver superior levels of communication and support to our clients. By offering meaningful value paired with differentiated opportunity, we are facilitating accelerated growth potential for our clients.

In addition to the sales tools, Champions has activated the Marketing Hub. Christy Mindell, EVP of Marketing, said, “Our goals for HubSpot were to supply tools for our sales team, accelerate the company’s mission and business goals, and curate useful materials for our partners to grow their own businesses.” She continues, “The one-stop approach streamlines communication and marketing, saving time and resources for all.”

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[To share your insights with us, please write to sghosh@martechseries.com]

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