Year after year, they close an extraordinary amount of loans, receive an extraordinary amount of referrals, and make an extraordinary amount of money. But, what makes them so extraordinary?
We spent two years following some of these Top Producers to learn what it was that set them apart. We examined their behaviors, studied their processes, and spoke with them about their successes (and failures). Then, we worked together to create a system that would allow anyone to replicate the work they do on a daily basis.
Take a deeper dive on Campaigns, Team-Based Texting, and The Mortgage Playbook™—it only takes 7 minutes to learn what makes Whiteboard different.
Please let us know who you are — we promise we won't bombard you, but we will keep in touch.
Can’t chat right now? Give us a time that works for you.
There’s no time like the present — call a sales rep today!
866-333-6311 ext. 804
866-333-6311 ext. 806
"Whiteboard has allowed me to automate the very best version of myself. I don’t have to think about what to do. I simply update my records and Whiteboard takes care of the rest."
"Whiteboard paid for itself and much more in just one day. After sending a Whiteboard email refinancing campaign, we received nearly 100 responses. Needless to say my team is loving Whiteboard."
"Whiteboard is amazing. Clients noticed the communication with little to no work on my end. I had several CRMs but Whiteboard is special because it’s almost automatic. It’s the easiest to set up an has helped me experience a 300% increase."
The Mortgage Playbook™ takes the hassle and stress out of setting up your CRM and lets you get to work doing the things that make you money. Made up of pre-built, automated marketing materials and campaigns, The Mortgage Playbook™ will help you grow your business with content for the entire loan process, along with campaigns for refinancing, birthdays and holidays, partner marketing, and more.
From day one, you have full access to branded emails, call prompts with scripts, and pre-determined tasks for more personal touches, like handwritten notes and gifts. It can even be personalized and refined specifically for your office or team’s needs. This is what makes Whiteboard different. This is Top Producer in-a-box. This is The Mortgage Playbook™.
Please let us know who you are — we promise we won't bombard you, but we will keep in touch.
Communicate with borrowers and partners in real time.
Confidently make proactive calls to clients and partners with key contact information and call scripts, right on your screen.
Make delegation as easy as assigning to a team member. Now, anyone can make follow-up calls. Borrower and co-borrower information plus the phone script is included.
The Dashboard is an engaging, at-a-glance snapshot for you to view critical daily tasks, milestones, and referral sources.
The playbook pulls in your tasks due today, tomorrow, and the next three days. Simply click on the task, go to the client record, and complete the task.
The playbook includes more than one hundred battle-tested email and text templates to ensure your contacts receive the right message, at the right time, with a personal touch.
Capture new leads and collect client data with pre-loaded forms or create custom forms with our easy to use form editor.
Includes the standard Needs List items plus Loan process Milestones.
With an easy-to-use editor, this is where many LOs customize Whiteboard to make their forms and workflow their own and really dial in their daily processes.
Robust reporting center keeps you informed of new applications, lead conversion results, top referral sources, and more.
Key reports will help you know where your leads are coming from and which sources are converting the best. Whiteboard reports and Analytics will help you focus your efforts on your most profitable lead sources.
Communicate with borrowers and partners in real time.
Confidently make proactive calls to clients and partners with key contact information and call scripts, right on your screen.
Make delegation as easy as assigning to a team member. Now, anyone can make follow-up calls. Borrower and co-borrower information plus the phone script is included.
The Dashboard is an engaging, at-a-glance snapshot for you to view critical daily tasks, milestones, and referral sources.
The playbook pulls in your tasks due today, tomorrow, and the next three days. Simply click on the task, go to the client record, and complete the task.
The playbook includes more than one hundred battle-tested email and text templates to ensure your contacts receive the right message, at the right time, with a personal touch.
Capture new leads and collect client data with pre-loaded forms or create custom forms with our easy to use form editor.
Includes the standard Needs List items plus Loan process Milestones.
With an easy-to-use editor, this is where many LOs customize Whiteboard to make their forms and workflow their own and really dial in their daily processes.
Robust reporting center keeps you informed of new applications, lead conversion results, top referral sources, and more.
Key reports will help you know where your leads are coming from and which sources are converting the best. Whiteboard reports and Analytics will help you focus your efforts on your most profitable lead sources.
Team-Based Texting
Call Prompts with Scripts
Dashboard and Daily Tasks
Ready Made Templates
Forms & Form Groups
Reports & Analytics
Text borrowers and partners with in-app texting
Never miss an important Task or Birthday
Complete your tasks and update mortgages on the go
