FintechMortgage

2019 HW Tech100 winner: Whiteboard Mortgage CRM

Helping loan officers create better relationships

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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

If Biden wins, what happens to Fannie and Freddie?

If former Vice President Joe Biden wins the White House, what will happen to the Trump administration’s plans to free Fannie Mae and Freddie Mac from conservatorship? For now, more conservatorship, said Jaret Seiberg, managing director of Cowen Washington Research Group.

Sep 14, 2020 By
3d rendering of a row of luxury townhouses along a street

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