Mortgage

2018 HW Tech100 Winner: Whiteboard Mortgage Software

CRM is designed for mortgage professionals created by top producing industry leaders

Tech100 Logo

Whiteboard Mortgage Software

Lending

Whiteboard Mortgage CRM is designed for mortgage professionals and aims to be the most user-friendly and intuitive CRM on the market. Whiteboard Mortgage CRM is powered by The Mortgage Playbook, which includes pre-built, automated marketing plans and materials. Created by top producing industry leaders and professionals, The Mortgage Playbook helps mortgage professionals grow their business with campaigns for the entire loan process and more.

Whiteboard Mortgage CRM comes preloaded with workflow triggers, campaigns, and content that help clients keep in touch with leads through the pre-qualification and application stages, funding, and post-sale follow up. The program offers daily dashboards, real-time reports, and hundreds of ready-made campaigns and templates.

whiteboardmortgage.com

Most Popular Articles

Here are the mortgage lenders that borrowers like the most

J.D. Power’s 2019 U.S. Primary Mortgage Origination Satisfaction Study, released Thursday morning, showed that there are some lenders that customers seem to love working with more than others. Here are the ones that borrowers are partial to.

Nov 14, 2019 By

Latest Articles

Congressional vote on “de facto QM Patch” postponed

The House Financial Services Committee postponed a vote on H.R. 2445 on Wednesday, a bill that would fix the so-called QM Patch that’s set to expire in early 2021.

Nov 15, 2019 By