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

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. 

FEBRUARY NEWS FOR YOU! 

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

Jason Frazier usually laughs as he says he was born into the mortgage industry. It's true, but the story seems a little outrageous.

At Whiteboard we know you have questions when you’re hunting for the right software fit for your mortgage business. We know that some LOs and brokers are ready to automate everything possible, while others are leery of letting software take over any of their day-to-day tasks.  

A career in sales doesn’t get any grittier than hustling Electrolux vacuum cleaners door-to-door. If you can succeed there, you can succeed anywhere. Hammer Helmer is a perfect example. He parlayed his vacuum experience to mortgage origination success and then to life as a mortgage executive before creating a company which helps originators succeed. That path—20 years in the making—is the culmination of his many successes and setbacks in the industry.    

JANUARY NEWS FOR YOU! 

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

You’re comparing Whiteboard CRM to other mortgage-specific CRMs out there, right? We know it can be tough to compare all of the available options. None of the different CRMs have the same features or use the same pricing matrix.  

Don’t worry, we’re here to help – at least with explaining how Whiteboard CRM is priced and why. When you choose to use our software, we want you to be confident in what you’re paying for and using each day.  

DECEMBER NEWS FOR YOU! 

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

At Whiteboard, we know finding the right CRM for your business is a daunting task. Taking time out of your day to research and discover your options and then comparing features and pricing can seem like a full-time job if you don't have filters in place.  

The path from where a person starts to where they currently are is rarely a straight one. Imagine starting out in the world of technology before finding yourself in the mortgage industry, but then pivoting again to become a top-level coach. That seems like a lot, doesn't it?