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

Today, we are excited to announce that Whiteboard CRM has been acquired by Daily AI.

We are excited to roll out a new support system at Whiteboard CRM. Powered by Zendesk, the new platform will keep you better informed and connected to your support tickets than ever before!

On June 1st, any help request sent to support@whiteboardcrm.com will instantly return a ticket number and confirmation that we've received your request. From there, you'll be able to see ticket updates as they're made and communicate directly with our support team.

You can find dozens of blog posts and videos about what Whiteboard CRM does best, its features, pricing, and customer testimonies. The website and blog are filled with pages to help you better understand our product – which is as it should be. 

I bet you can guess several things that Whiteboard CRM doesn’t do. It doesn’t make you dinner or file your taxes. Whiteboard won’t make you run faster or jump higher, be more attractive to the opposite sex or grow back hair you’ve lost.  

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.  

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.  

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?

In the world of real estate and mortgages, an increasing number of interactions is being done online. From perusing listings to applying for mobile mortgages, it’s easier for a mortgage loan officer to find new clients through online contact than any other way.

Automating your mortgage marketing system is a useful way to improve your day-to-day operations. You can improve both your lead management and lead conversion rates through mortgage marketing automation. Plus, it will save you time and allow you to focus on many more important tasks related to running your business. 

What is your marketing strategy for your mortgage business? Do you feel like you have it under control and you’re finding tons of leads? Or, do you feel like the pipeline has dried up? 

According to Slick Text, 292 million people—that’s 80% of the population—use text messages in North America alone and mobile usage has never been more popular worldwide. The best Customer Relationship Management (CRM) software allows you to instantly engage with both potential and existing customers through text messaging. SMS messages are a powerful tool for your automated marketing plan.