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.