Dana Dodd: The ABCs of Being a Successful Lender

Posted on November 20, 2020

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.

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Topics: Producer Spotlight, LO Tips

Using Whiteboard CRM on the Go

Posted on November 18, 2020

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?  

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Topics: Insider, LO Tips

Whiteboard Interview with Kellen Vaughan: Certified Mortgage Advisor

Posted on November 12, 2020

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.
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Topics: Producer Spotlight

Five Rules to Using Whiteboard CRM Successfully

Posted on November 4, 2020

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.

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Topics: LO Tips

Customer Newsletter | October 2020

Posted on October 30, 2020

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. 

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Topics: Insider, Industry News

Facebook + Whiteboard CRM: How Ryan Speltz Finds Success

Posted on October 28, 2020

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.  

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Topics: Producer Spotlight

Expert Mortgage Industry Insights from Keeping Current Matters

Posted on September 30, 2020

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. 

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Topics: Industry News

Customer Newsletter | September 2020

Posted on September 24, 2020

 

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.

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Topics: Insider, Industry News

How Broker David Koch Grows His Business with Relationships

Posted on September 9, 2020

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.

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Customer Newsletter | August 2020

Posted on August 27, 2020

 

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. 

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Topics: Insider, Industry News

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