Name: Whiteboard Mortgage CRM
Author: Whiteboard Technology

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Enterprise Content Management

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Travel Management

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Applicant Tracking

Compensation Management

Corporate Learning Management

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Talent Intelligence

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Workforce Analytics

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Access Gateways

Application Server

Cloud Storage

Container Security

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Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Message Oriented Middleware

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Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Storage as a Service (STaaS)

Value-Added Resellers (VARs)

Virtualization Management

Website Hosting

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A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Ecommerce Personalization

Email Marketing

Marketing Attribution

Marketing Automation

Mobile Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

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Sales Training

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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.

Strong dedication to customer care and innovation: Many users have praised Whiteboard Mortgage CRM for the genuine care and dedication shown by its owners and managers towards their customers. This commitment is reflected in the continuous innovation of the software, ensuring that it meets the evolving needs of mortgage professionals.

Simplicity and power: The simplicity and power of Whiteboard Mortgage CRM have been widely appreciated by users. Its intuitive design makes it easy for users to understand and utilize effectively, while still providing powerful features to manage leads, prospects, clients, and funded loans.

Pleasant user experience: Users consistently highlight the pleasant user experience provided by Whiteboard Mortgage CRM. Unlike other software options, it stands out with its visually appealing interface that not only makes it attractive but also encourages users to actually want to use it regularly.

Slow customer support: Some users have experienced slower response times and delays in issue resolution, often having to wait until the next upgrade for a fix.

Inability to print reports: Several reviewers have expressed frustration with the software's lack of ability to print reports, finding them of poor quality when generated within the system.

Lack of Kanban view for deals: Although acknowledged as a bonus feature, some users have mentioned their desire for a Kanban view to better visualize and manage deals in Whiteboard Mortgage CRM.

Starter

Professional

Unlimited

Free Forever

CRM Bundle

Whiteboard Mortgage CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Whiteboard Technology

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Whiteboard Mortgage CRM

Overview

What is Whiteboard Mortgage CRM?