WHITEBOARD MORTGAGE CRM

Relive your most successful day,
EVERY DAY.

The mortgage CRM built exclusively to accelerate lead management, partner relationships, team production, and revenue growth.

Schedule Your Demo Now

Have you ever wondered what Top Producers are doing differently?

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.

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Learn more about Whiteboard Mortgage CRM

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Watch

Take a deeper dive on Campaigns, Team-Based Texting, and The Mortgage Playbook™—it only takes 7 minutes to learn what makes Whiteboard different.

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See Whiteboard In Action!

Please let us know who you are — we promise we won't bombard you, but we will keep in touch.

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Can’t chat right now? Give us a time that works for you.

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Talk

There’s no time like the present — call a sales rep today!

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Talk To A Sales Person

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Marc Schoonover

866-333-6311 ext. 804

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Kevin Ducey

866-333-6311 ext. 806

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"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."

Cody Hardridge
Loan Officer | NMLS 329626
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"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."

Marty Preston
Branch Manager | NMLS 20984
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"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."

Dominic Dangora
Loan Officer | NMLS 816033
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Your New Secret Weapon

The Mortgage Playbook™

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™.

See Whiteboard In Action

What’s Inside The Mortgage Playbook™

Designed for individual LOs, entire teams, and offices, everything you see here is available out-of-the-box from day one.

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Communicate with borrowers and partners in real time.

✔ Follow-up on a lead in minutes not hours
✔ Drive engagement with ad-hoc conversations
✔ Automatically added to notes
✔ Sends automated loan status alerts
✔ Templates for the entire Pipeline

 

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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.

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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.

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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.

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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.

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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.

What’s Inside The Mortgage Playbook™

Designed for individual LOs, entire teams, and offices, everything you see here is available out-of-the-box from day one.

Use Whiteboard CRM on the go with the Mobile App

 

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Text borrowers and partners with in-app texting

Never miss an important Task or Birthday

Complete your tasks and update mortgages on the go

 

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Integrations, Connections, and Lead Aggregation Sources

 

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Pricing

CRM
$79/mo.
Billed Annually per User
Set-Up / On-boarding: $299

INCLUDES:

  • Dedicated Success Coach for On-boarding

  • Database migration from your current system

  • 8 hours of Professional Services ($1,000 value)

Texting
$33/mo.
Billed Annually per Team
Set-Up: $0

INCLUDES:

  • 1,000 texts per month

  • 5,000 bonus texts ($95 value)

  • Additional text messages available for $19 per 1,000

CRM
$99/mo.
Billed Annually per User
Set-Up / On-boarding: $399

INCLUDES:

  • Dedicated Success Coach for On-boarding

  • Database migration from your current system

  • 5 hours of Professional Services ($625 value)

Texting
$49/mo.
Billed Monthly per Team
Set-Up: Included

INCLUDES:

  • 1,000 text messages per month

  • Additional text messages available for $19 per 1,000

Can't decide? Don't hesitate to contact us!

 

Tell me more about Whiteboard Mortgage CRM!

Named one of the most innovative companies by HousingWire Tech100 for the past three years, WHITEBOARD CRM was created for mortgage professionals by some of the industry's top producers.

We're obsessed with helping LO's and branch managers build their teams and grow their businesses by creating better relationships with clients and referral partners.