Whiteboard CRM and the URLA \ MISMO 3.4 Update

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.

At Whiteboard we want you to know that we are aware of this industry-wide change and we are working to support the new format as an import option. We'll share updates on that process as they become available. 

In the meantime, let us clear up the confusion for you and make sure you understand the three most important facts about Whiteboard CRM and the update. 

  1. Whiteboard’s automated integrations with Calyx and Encompass are unaffected by the change.
  2. You still have the option to export new loans from your LOS as classic 3.2 files for drag and drop import.
  3. We will continue to support classic 3.2 (FNM) file imports for the foreseeable future. 

For additional resources, you can log-in to Whiteboard's Knowledge Base, which you can always find in the lower right-hand corner of your screen when you're logged in to Whiteboard CRM. 

If you would like to talk to someone here at Whiteboard in person, please reach out to our support team via in-product chat or email us at support@whiteboardcrm.com.

Topics: Insider, Industry News, Video

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