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

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! 

Her story might start out like one you’ve heard before, but by the end, we believe you’ll find this story to be one of a kind. Whiteboard CRM President Kevin Ducey sat down to chat with Brittany Black about how she got started working in the mortgage industry; continue reading to learn more about her exciting tale. 

Ernie Graham is a self-described “computer geek”—not surprising as the founder of a company called Homebot. For those unfamiliar, Homebot helps LOs and agents increase business by educating clients on building wealth through homeownership. 

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! 

Here at Whiteboard CRM, we know there’s no telling which stage of the CRM-buying process you’ll be in when you find this post. However, it’s likely that no matter which one it is, you want to know what your next steps are after you complete the purchase of a Whiteboard CRM subscription.  

Like most 20-somethings, Eric Braun is a social media user; unlike most folks his age he’s used this platform to dramatically grow his business in an industry that was foreign to him not long ago. This year Braun is set to more than double his already impressive mortgage production with only four years in the industry under his belt.

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.

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!