Pipeline Pulse: Northpointe Bank Sales Trigger

🚀 Battle Card: Northpointe Bank

• David Bergstrom, Regional Vice President · 🔗 LinkedIn

• This Northpointe Bank sales trigger demands building a high-performance regional mortgage sales engine. → Source

• Scaling a new regional team rapidly while preserving the ICARE culture

• Attracting and retaining top mortgage sales talent in competitive markets

• Primary: Talent Acquisition & Onboarding Platform → Accelerate hiring ramp-up and preserve culture

• Expansion: Mortgage Sales CRM & Analytics → Enhance pipeline visibility and regional deal flow

• HQ: Grand Rapids, MI

• Employees: ≈ 1,000

• Rev: ≈ $150 M

• Website: northpointe.com

🤼 Competitive Intel

• Salesforce — CRM / Sales Cloud
• Unique edge: Deep financial services integrations
• Evaluated by Regional VP for scalability

• HubSpot — Marketing & Sales Hub
• Unique edge: All-in-one marketing-to-sales platform
• Evaluated by Director of Sales Ops for ease of use

• Microsoft Dynamics — CRM / Sales Insights
• Unique edge: Seamless Office 365 integration
• Evaluated by IT for enterprise support

• LinkedIn Talent Solutions — Recruiting CRM
• Unique edge: Access to professional network data
• Evaluated by HR for candidate sourcing

• Workday — HCM / Recruiting
• Unique edge: Comprehensive workforce management
• Evaluated by HR for compliance tracking

• Greenhouse — ATS
• Unique edge: Interview orchestration & analytics
• Evaluated by Talent Acquisition for process efficiency

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Talent Acquisition & Onboarding Platform❑
PROOF_METRIC  = ❑50% faster ramp-up❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = David
COMPANY     = Northpointe Bank
DEPT        = Sales
SIZE        = ≈ 10
BOTTLENECK  = Scaling a new regional team rapidly while preserving the ICARE culture
EVENT       = Welcomes Industry Veteran David Bergstrom as Regional Vice President
DETAIL      = Welcoming David Bergstrom as RVP
PAIN        = Attracting and retaining top mortgage sales talent in competitive markets
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250908390351&div=41152219
SIM_CO      = Go Mortgage
WIN_METRIC  = 50% faster ramp-up
NEXT_SIZE   = ≈ 20
EMP_EST     = ≈ 1,000
REV_EST     = ≈ $150M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 10-person Sales

David—noticed your Sales team is ≈ 10.

That’s when Scaling a new regional team rapidly while preserving the ICARE culture slows growth.

We helped Go Mortgage fix this with Talent Acquisition & Onboarding Platform.

Result: 50% faster ramp-up.  
Quick call?

PS—next bottleneck hits ≈ 20.

DM ≤45 words, TONE:
Saw your post about Welcoming David Bergstrom as RVP — Attracting and retaining top mortgage sales talent in competitive markets.  
Talent Acquisition & Onboarding Platform. 50% faster ramp-up. Quick chat?