Daily AI Acquires Whiteboard CRM

Posted on January 11, 2022

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

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Topics: Industry News, Blog

Get the Support Help You Need— Improved In-Product Chat

Posted on June 1, 2021

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.

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Topics: Insider, Industry News, Blog

Customer Newsletter | April 2021

Posted on April 29, 2021

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! 

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Topics: Insider, Industry News

Customer Newsletter | March 2021

Posted on March 25, 2021

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! 

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Topics: Insider, Industry News

Whiteboard CRM and the URLA \ MISMO 3.4 Update

Posted on March 8, 2021

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.

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Topics: Insider, Industry News, Video

Customer Newsletter | February 2021

Posted on February 25, 2021

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! 

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Topics: Insider, Industry News

Industry Spotlight: Meet Hammer Helmer

Posted on February 12, 2021

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.    

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Topics: Producer Spotlight, Industry News, LO Tips

Customer Newsletter | January 2021

Posted on January 28, 2021

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! 

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Topics: Insider, Industry News

Customer Newsletter | December 2020

Posted on December 22, 2020

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! 

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Topics: Insider, Industry News

Customer Newsletter | November 2020

Posted on November 24, 2020

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! 

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Topics: Insider, Industry News

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