Powered by the Mortgage Playbook, a collection of more than 100 campaigns and workflows, this company’s CRM helps loan officers grow their business by creating better relationships with clients.

Included in the Mortgage Playbook are mortgage and loan campaigns, client-centric campaigns, referral partner campaigns, marketing campaigns and all of F1the pre-built forms and reports needed. Some of the company’s clients report seeing their loans-closed numbers grow by more than 800% within the first year of using Whiteboard Mortgage CRM. Whiteboard clients reported substantial benefits in both time-saved and organizational streamlining.

Most Popular Articles

CFPB to consider changing or eliminating TRID rule

The CFPB has been taking a long, hard look at some of its rules and regulations. Next up on its list to review is TRID, and it looks like eliminating the rule entirely is not off the table.

Nov 20, 2019 By

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Americans are staying put in record numbers

The share of people who moved in the 12 months through March fell to the lowest level on record, adding to the woes of a housing market plagued by supply shortages.

Nov 21, 2019 By
3d rendering of a row of luxury townhouses along a street

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