Whiteboard Mortgage CRM

Whiteboard Mortgage CRM is a customer relationship management software specifically designed for mortgage professionals. According to the vendor, it aims to streamline workflow, increase efficiency, and support business growth for loan officers, mortgage brokers, branch managers, and entire teams. The software caters to professionals in the mortgage industry, providing tools for effective lead management, pipeline tracking, partner collaboration, task delegation, and communication.

Key Features

Lead Management: The vendor states that Whiteboard CRM utilizes relationship management campaigns to engage leads and prompt them to progress with the loan process. It automates personalized introduction emails and texts as follow-up, and provides call prompts and scripts for effective lead follow-up.

Pipeline Management: Whiteboard CRM offers built-in mortgage-specific pipeline sequences, including Lead, Prospect, Pre-Qual, Application, and Funded. The vendor mentions a visual graph on the dashboard for pipeline tracking and a checklist for easy updates and requests.

Partner Management: According to the vendor, Whiteboard CRM centralizes partner information and communication in a secure location. It allows for easy updates via email, text, note, or report. Automated meeting schedules and reminders help maintain effective partnerships, and referral reports track client referrals from each partner.

Task Management: The vendor states that Whiteboard CRM's Mortgage Playbook automatically creates and assigns tasks, eliminating the need for manual task creation. Users can also create additional tasks on the fly, with options for phone calls, emails, handwritten notes, and more. Tasks can be assigned to team members or roles.

Team-Based Texting: According to the vendor, Whiteboard CRM facilitates real-time communication with borrowers and partners through team-based texting. It enables SMS campaigns for quick reminders and updates, and supports two-way SMS conversations between loan officers and contacts.

Mobile App: Whiteboard CRM offers a mobile app for Android and iOS, allowing users to manage relationships on the go. Users receive text notifications to ensure no messages are missed, and can access and complete tasks, text messages, and client updates from the app.

Lead Source Aggregators: The vendor mentions that Whiteboard CRM offers pre-mapped imports from popular lead vendors, simplifying the lead integration process. For other vendors, the software can receive leads via various webhooks like Zapier, HTTP Post, JSON Post, URL Post, XML Email, or XML Post.

LOS Integrations: According to the vendor, Whiteboard CRM seamlessly integrates with Calyx Point Central, enabling automatic import and sync of mortgage information.