News, tips, and tricks for getting the most out of your mortgage CRM

Mortgages are what Dana Dodd knows. As a senior at Colorado State University, she interned for a wholesaler as a part-time receptionist. After graduation, she continued worked her way through the wholesale ranks until she landed at Wachovia.

Can you imagine how it would feel to genuinely know you have more time available than your to-do list requires? Imagine knowing you haven’t left things off the list (because there’s no time to get to them), but that NOTHING needs your attention. We can’t. Who can?  

In the mortgage industry CMA doesn’t stand for the Country Music Awards. It also doesn’t stand for certified medical assistant or a certified management accountant.

In fact, in our industry CMA means something totally new. The crew at Next Level Loan Officers partnered with MBS HIghway to create a course called Certified Mortgage Advisor , also known simply as CMA. Did you ask yourself why these already busy professionals would do that? We did too.

The definition of a habit is simple – it’s a behavior which starts as a choice before becoming an unconscious action. At Whiteboard, we know that the customers who habitually use their CRM each day, have the most success. The initial choice can be tricky to stick to, but before long it’s routine and you can’t imagine your day without it.

OCTOBER NEWS FOR YOU! 

Keep up with what's happening at Whiteboard by checking out the October wrap-up. We've got something new for you whether you're looking for a tech tip, producer spotlight, or update on statistics! Check it out. 

At Whiteboard, we love to dive deep with our customers, discover their successes, and then share the information with everyone. We hope to inspire you to find your own path to success. That is why we’re introducing you to Ryan Speltz.  

Hot mess or hot market? The answer all depends on where you sit. If you’re one of the millions out of work who’ve put their mortgage in forbearance (or worse, lost your home), it’s a no-brainer. 

If you’re an LO or an agent, the sun is still shining and you’re making hay. But despite the economic downturn there’s good news for the former and even better news for the latter. 

 

SEPTEMBER NEWS FOR YOU! 

Keep up with what's happening at Whiteboard by checking out the September wrap-up. We've got everything from a Whiteboard customer exclusive video from Keeping Current Matters to testimonials from other users like you.

David Koch has the mortgage game figured out — even though he’s only been in the industry for a relatively short time. His strategy utilizes a high-touch referral system that has paid off well, so far. He realizes he could have easily gone down a few other career paths, but fate had other plans for him.

 

AUGUST NEWS

Keep up with what's happening at Whiteboard by checking out our August wrap-up. We've got everything from a new tech tip to what you might have missed on our social media platforms. Let us help you stay in the know with Whiteboard CRM.