Customer Newsletter | March 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! 


 

IN CASE YOU MISSED IT ...

We've been working hard to bring you all the information to help every day be your best day. If you haven't seen what we've been up to, check out the highlights below and then follow us on social media to never miss an update again! 

Photo of two men with big white letters over the top with the words "industry spotlight" Eric Braun

Meet Eric Braun who sat down with Whiteboard CRM President Kevin Ducey to talk about moving from a mortgage industry novice to a top producer fast!

How to Accelerate the Implementation_Social

Have you ever tried explaining to a colleague what happened after you purchased Whiteboard? You don't have to do that anymore! We created a blog post that helps potential and new customer understand "what's next" after they take their first steps with us as their CRM. 


 

NEVER BEFORE SEEN ...

 


 

WHITEBOARD CRM AND THE URLA 3.2 \ 3.4 UPDATE

If you're interested in reading the blog click here


 

FEBRUARY STATS TO CELEBRATE!

We know that all our Whiteboard users are incredible and we have the numbers to prove it. Can you believe Whiteboard users saved more than the equivalent of 411 WEEKS using automation last month?

Infographic_Growth_Engagement_Automation (1)-1


 

Whiteboard_Mortgage_CRM_Coaching_Grads_Banner

MARCH COACHING GROUP

Congrats to the customers who invested time and energy working with a Success Coach dialing in Whiteboard specifically for their business!

  • Patrick Gibson | UNMB Home Loans Inc.
  • Trevor Shishkowsky | One Mortgage Inc.
  • Sergio Salagado | Fundrite Mortgage
  • Matt Dean | Palm Lending LLC
  • Marc Nungester, Lee Hunt, Jared Harless | Motto Mortgage
  • Christopher Gibson, Brandon Gibson | Gibson Home Loans
  • Andrew Westhof | Lake Michigan Credit Union
  • Brennan Goff | Equity Prime Mortgage
  • Stan Hartzheim | Sun West Mortgage
  • Zachary Van Es | Caliber Home Loans
  • Larry McDonnell | SouthFork Funding
  • Brad Flores | Draper and Kramer Mortgage Corporation
Do you need to complete your coaching? Or feel like you need a new campaign? Let's get you scheduled with a Success Coach: email us at support@whiteboardcrm.com or give us a call at 866-333-6311 ext. 1.

 

TESTIMONIALS

Customer TestimonialAndrew Westhof |Lake Michigan Credit Union

Whiteboard is amazing! Best decision I've made this year was to purchase Whiteboard AND go through success training to maximize the benefits!

 

Customer Testimonial-1Kim Antenucci | Movement Mortgage

I gotta say, Whiteboard has gotten me so much new work. I am overloaded now! 

 

 


 

GIVE US FEEDBACK!

We'd love to know what's on your mind. Want to share your feedback or ask us a question? Click the button and send us your message! 

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Topics: Insider, Industry News

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