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.

APRIL NEWS FOR YOU! 

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

MARCH NEWS FOR YOU! 

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

At Whiteboard CRM, we know how important loan applications are to your business and that it's important to make the process of getting the applications as simple and smooth as possible. The recent update to the 1003 Uniform Residential Loan Application – or URLA form – may be causing you and your team concern.

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! 

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! 

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! 

NOVEMBER NEWS FOR YOU! 

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