NOVEMBER NEWS FOR YOU!
Keep up with what's happening at Whiteboard by checking out the November 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!
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STATISTICS TO CELEBRATE!
We know that all our Whiteboard users are incredible and we have the numbers to prove it! You helped put more than 2,000 families into new homes, giving them something big to be thankful for this holiday season. .png?width=600&name=Infographic_Growth_Engagement_Automation%20(6).png)
UPCOMING EVENTS | Next Level Live in Dallas - December 4th - 5th
Have fun at the Gaylord Texan, Network with Peers, and Hear Advanced Tips and Strategies from Your Fellow Loan Officers & Branch Managers
- Fill your Prospect Pipeline
- Build Your Referral Network
- Close & Convert More High-Value Clients
- Systemize and Scale Your Business
Save $100 with the Black Friday Sale!
NOVEMBER COACHING GROUP
Congrats to the customers who invested time and energy working with a Success Coach dialing in Whiteboard specifically for their business!
- Tanner Floyd | Homebridge Financial
- Burx Norrod | Nexa
- David Brown | WSFS Mortgage
- Vinny Biscotto | Biscotta Team
- Michael Mannio | Harbor View Funding
Not every new customer takes advantage of coaching—but we highly recommend it! 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. 2.
TESTIMONIALS
Kevin Force | Texas Family Mortgage
I honestly don't even know how I ran my company without Whiteboard. Not only is Whiteboard very user friendly, but it essentially maintains my relationships for me.
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Sophie Lapointe | Urban Pointe Lending
Whiteboard is SIMPLE, EASY and VERY EFFECTIVE. The play book works and is easily customizable. The support and attention to detail for getting my account setup was AMAZING!
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!
