Get the Support Help You Need— Improved In-Product Chat

Posted on June 1, 2021

We are excited to roll out a new support system at Whiteboard CRM. Powered by Zendesk, the new platform will keep you better informed and connected to your support tickets than ever before!

On June 1st, any help request sent to support@whiteboardcrm.com will instantly return a ticket number and confirmation that we've received your request. From there, you'll be able to see ticket updates as they're made and communicate directly with our support team.

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Topics: Insider, Industry News, Blog

Customer Newsletter | April 2021

Posted on April 29, 2021

APRIL NEWS FOR YOU! 

Keep up with what's happening at Whiteboard by checking out the April wrap-up. We've got something new for you no matter what you're looking to find. Check it out! 

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Topics: Insider, Industry News

Meet Brittany Black: A Different Kind of Producer

Posted on April 23, 2021

Her story might start out like one you’ve heard before, but by the end, we believe you’ll find this story to be one of a kind. Whiteboard CRM President Kevin Ducey sat down to chat with Brittany Black about how she got started working in the mortgage industry; continue reading to learn more about her exciting tale. 

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Topics: Insider, Producer Spotlight, LO Tips

What Whiteboard CRM Doesn’t Do

Posted on April 12, 2021

You can find dozens of blog posts and videos about what Whiteboard CRM does best, its features, pricing, and customer testimonies. The website and blog are filled with pages to help you better understand our product – which is as it should be. 

I bet you can guess several things that Whiteboard CRM doesn’t do. It doesn’t make you dinner or file your taxes. Whiteboard won’t make you run faster or jump higher, be more attractive to the opposite sex or grow back hair you’ve lost.  

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Topics: Blog

The Why & How of Homebot with Founder Ernie Graham

Posted on March 29, 2021

Ernie Graham is a self-described “computer geek”—not surprising as the founder of a company called Homebot. For those unfamiliar, Homebot helps LOs and agents increase business by educating clients on building wealth through homeownership. 

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Topics: Insider, Producer Spotlight, Video

Customer Newsletter | March 2021

Posted on March 25, 2021

MARCH NEWS FOR YOU! 

Keep up with what's happening at Whiteboard by checking out the March wrap-up. We've got something new for you no matter what you're looking to find. Check it out! 

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Topics: Insider, Industry News

I Purchased Whiteboard CRM, What Now?

Posted on March 22, 2021

Here at Whiteboard CRM, we know there’s no telling which stage of the CRM-buying process you’ll be in when you find this post. However, it’s likely that no matter which one it is, you want to know what your next steps are after you complete the purchase of a Whiteboard CRM subscription.  

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Topics: Insider, LO Tips

Bagel Maker to Top Producer: Eric Braun Shares His Improbable Story

Posted on March 10, 2021

Like most 20-somethings, Eric Braun is a social media user; unlike most folks his age he’s used this platform to dramatically grow his business in an industry that was foreign to him not long ago. This year Braun is set to more than double his already impressive mortgage production with only four years in the industry under his belt.

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Topics: Insider, Producer Spotlight, LO Tips

Whiteboard CRM and the URLA \ MISMO 3.4 Update

Posted on March 8, 2021

At Whiteboard CRM, we know how important loan applications are to your business and that it's important to make the process of getting the applications as simple and smooth as possible. The recent update to the 1003 Uniform Residential Loan Application – or URLA form – may be causing you and your team concern.

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Topics: Insider, Industry News, Video

Tech Tip: Learn to Use the Whiteboard CRM Pipelines

Posted on March 3, 2021

Did you know that each and every one of the pipeline sequences within Whiteboard CRM has a specific purpose and campaign specifically created to match their purpose? It's true.

Whiteboard CRM was born with the help of top producing LOs and mortgage brokers and each step in the pipeline process has been created to help our customers navigate their client and partner relationships with ease. That's why we created the videos you'll find below, so that anyone can easily learn more about the pipeline process. 

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Topics: Insider, LO Tips

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