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

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! 

At Whiteboard, we know finding the right CRM for your business is a daunting task. Taking time out of your day to research and discover your options and then comparing features and pricing can seem like a full-time job if you don't have filters in place.  

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?

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! 

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?  

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. 

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.

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. 

We're sharing the latest Whiteboard news directly to your inbox ... 

We've created this email newsletter to keep the conversation rolling and we'll send it once each month, packed full of tips, news, and other happenings here at Whiteboard. (click the graphic to watch a message from Whiteboard CEO Kevin Ducey.