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WWW.WHITEBOARDMORTGAGE.COMLEARN MORE We would like to show you a description here but the site won’tallow us.
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RELIVE YOUR MOST SUCCESSFUL DAYEVERY DAY
SCHEDULE YOUR DEMO NOW THE MORTGAGE CRM BUILT EXCLUSIVELY TO ACCELERATE LEAD MANAGEMENT, PARTNER RELATIONSHIPS, TEAM PRODUCTION, AND REVENUE GROWTH. Have you ever wondered what Top Producers are doing differently? Year after year, they close an extraordinary amount of loans, receive an extraordinary amount of referrals, and make an extraordinary amount of money. But, what makes them so extraordinary? We spent two years following some of these Top Producers to learn what it was that set them apart. We examined their behaviors, studied their processes, and spoke with them about their successes (and failures). Then, we worked together to create a system that would allow anyone to replicate the work they do on a daily basis. LEARN MORE ABOUT WHITEBOARD MORTGAGE CRMWATCH
Take a deeper dive on Campaigns, Team-Based Texting, and The Mortgage Playbook™—it only takes 7 minutes to learn what makes Whiteboarddifferent.
SCHEDULE
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There’s no time like the present — call a sales rep today! FOR ITS THIRD CONSECUTIVE YEAR, WHITEBOARD MORTGAGE CRM HAS BEEN NAMED A MEMBER OF THE HOUSINGWIRE TECH100.Read More >
PRICING
Annual (20% Savings!) | MonthlyBest Value
CRM
$79/MO.
BILLED ANNUALLY PER USER SET-UP / ON-BOARDING: $299ANNUAL INCLUDES:
* Dedicated Success Coach for On-boarding * Database migration from your current system * 8 hours of Professional Services ($1,000 value)TEXTING
$33/MO.
BILLED ANNUALLY PER TEAMSET-UP: $0
INCLUDES:
* 1,000 texts per month * 5,000 bonus texts ($95 value) * Additional text messages available for $19 per 1,000CRM
$99/MO.
BILLED MONTHLY PER USER SET-UP / ON-BOARDING: $399INCLUDES:
* Dedicated Success Coach for On-boarding * Database migration from your current system * 5 hours of Professional Services ($625 value)TEXTING
$49/MO.
BILLED ANNUALLY PER TEAMSET-UP: INCLUDED
INCLUDES:
* 1,000 text messages per month * Additional text messages available for $19 per 1,000 YOUR NEW SECRET WEAPON — THE MORTGAGE PLAYBOOK™ The Mortgage Playbook™ takes the hassle and stress out of setting up your CRM and lets you get to work doing the things that make you money. Made up of pre-built, automated marketing materials and campaigns, The Mortgage Playbook™ will help you grow your business with content for the entire loan process, along with campaigns for refinancing, birthdays and holidays, partner marketing, and more. From day one, you have full access to branded emails, call prompts with scripts, and pre-determined tasks for more personal touches, like handwritten notes and gifts. It can even be personalized and refined specifically for your office or team’s needs. This is what makes Whiteboard different. This is Top Producer in-a-box. This is The Mortgage Playbook™. SEE WHITEBOARD IN ACTION WHAT’S INSIDE THE MORTGAGE PLAYBOOK™ Designed for individual LOs, entire teams, and offices, everything you see here is available out-of-the-box from day one. __ Team-Based Texting __ Call Prompts with Scripts __ Daily Tasks __ Ready Made Templates __ Forms & Form Groups __ Reports & Analytics Communicate with borrowers and partners in real time. * __ Follow-up on a lead in minutes not hours * __ Drive engagement with ad-hoc conversations * __ Automatically added to notes * __ Sends automated loan status alerts * __ Templates for the entire Pipeline Confidently make proactive calls to clients and partners with key contact information and call scripts, right on your screen. The Dashboard is an engaging, at-a-glance snapshot for you to view critical daily tasks, milestones, and referral sources. Hundreds of battle-tested templates ensure your contacts receive the right message, at the right time, with a personal touch. Capture new leads and collect client data with pre-loaded forms or create custom forms with our easy to use form editor. Robust reporting center keeps you informed of new applications, lead conversion results, top referral sources, and more. Whiteboard has allowed me to automate the very best version of myself. I don’t have to think about what to do. I simply update my records and Whiteboard takes care of the rest. CODY HARDRIDGE / LOAN OFFICER / NMLS 329626 Whiteboard paid for itself and much more in just one day. After sending a Whiteboard email refinancing campaign, we received nearly 100 responses. Needless to say my team is loving Whiteboard. MARTY PRESTON / BRANCH MANAGER / NMLS 20984 Whiteboard is amazing. Clients noticed the communication with little to no work on my end. I had several CRMs but Whiteboard is special because it’s almost automatic. It’s the easiest to set up an has helped me experience a 300% increase. DOMINIC DANGORA / LOAN OFFICER / NMLS 816033123
USE WHITEBOARD CRM ON THE GO WITH THE MOBILE APP TEXT BORROWERS AND PARTNERS WITH IN-APP TEXTING NEVER MISS AN IMPORTANT TASK OR BIRTHDAY COMPLETE YOUR TASKS AND UPDATE MORTGAGES ON THE GO INTEGRATIONS AND LEAD AGGREGATION SOURCES TELL ME MORE ABOUT WHITEBOARD MORTGAGE CRMFirst name*
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Primary reason I'm looking for a CRM: (choose one)* Please SelectCommunicate with borrowers and partners throughout the loan process.Receive leads from a lead source and get them pre-qualified.Import past funded data for future marketing.Find a new CRM for my branch/office.OtherLifecycle Stage
Lead Source
Lead Status
ABOUT US
Named one of the most innovative companies by HousingWire Tech100 for the past three years, WHITEBOARD CRM was created for mortgage professionals by some of the industry’s top producers. We’re obsessed with helping LO’s and branch managers build their teams and grow their businesses by creating better relationships with clients and referral partners.CONTACT US
Whiteboard Technology, LLC 4801 Gaillardia Pkwy. Ste. 375 Oklahoma City, OK 731421-866-333-6311
info@whiteboardcrm.com__ __ __
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RESOURCES FOR LOAN OFFICERS AND MORTGAGE BROKERS What is Mortgage CRM Software? Tracking Mortgage Leads: Spreadsheet vs. General CRM vs. Mortgage CRM The Differences Between Loan Origination Software and a CRM How To Determine Which Mortgage CRM is Right for You The Loan Officers Guide to Top Mortage SoftwareLATEST TWEETS
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If you know any Brokers who need to switch from spreadsheets to a mortgage-specific CRM, this is a great resource to share: hubs.ly/H0nbb6L0 February 26, 2020 - 3:13 pm__Follow
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