What is Whiteboard CRM?

Whiteboard Mortgage CRM is a cloud-based solution for loan originators that allows them to connect with customers, communicate with partners, and plan campaigns. It is primarily intended to assist loan officers in managing content, prioritizing tasks, and capturing referral sources. Whiteboard Mortgage CRM's key features include team-based texting, lead generation, email marketing, and application tracking.

Users can capture new leads and collect client data using the custom form creator module. Call scripts and predefined templates in the solution enable lenders to save contact information and send personalized messages to clients and partners. Furthermore, the application sends automated loan status alerts and reports on lead conversion results.

The mortgage CRM was created with the sole purpose of accelerating lead management, partner relationships, team production, and revenue growth. The Mortgage PlaybookTM eliminates the hassle and stress of setting up your CRM, allowing you to get back to work on the things that make you money. The Mortgage Playbook, which is made up of pre-built, automated marketing materials and campaigns, will help you grow your business by providing content for the entire loan process, as well as campaigns for refinancing, birthdays and holidays, partner marketing, and more. Everything you see here is ready to use from the start for individual LOs, entire teams, and offices.

Third-party applications that Whiteboard Mortgage CRM integrates with include Zapier, Fannie Mae, Lendingtree, Cardtapp, Heavyhammer, Leadpoint, and Boomtown. It comes with mobile applications for Android and iOS devices. Support is available via phone and pricing is on an annual and monthly subscription.