Whiteboard CRM
CRM for Top Mortgage Producers
Free
2.2.2for iPhone, iPod touch
6.9
2 Ratings
Whiteboard Technology LLC
Developer
26.9 MB
Size
Dec 1, 2020
Update Date
Business
Category
4+
Age Rating
Age Rating
Whiteboard CRM Screenshots
About Whiteboard CRM
Mortgage CRM app built for mortgage professionals and powered by The Mortgage Playbook:tm:.
We spent two years following some of these Top Producers to learn what it was that set them apart. We examined their behaviors, studied their processes, and spoke with them about their successes (and failures). Then, we worked together to create a system that would allow anyone to replicate the work they do on a daily basis. The Whiteboard CRM app allows you to:
-Get access to all your contacts (borrowers, co-borrowers, and partners)
-Add new or update existing contacts
-Review your tasks and add new ones
-Review existing or add new mortgage pipelines
-Add customer notes, including capturing pictures as notes
-Review and respond to your text messages
-Navigate your teams
We spent two years following some of these Top Producers to learn what it was that set them apart. We examined their behaviors, studied their processes, and spoke with them about their successes (and failures). Then, we worked together to create a system that would allow anyone to replicate the work they do on a daily basis. The Whiteboard CRM app allows you to:
-Get access to all your contacts (borrowers, co-borrowers, and partners)
-Add new or update existing contacts
-Review your tasks and add new ones
-Review existing or add new mortgage pipelines
-Add customer notes, including capturing pictures as notes
-Review and respond to your text messages
-Navigate your teams
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What's New in the Latest Version 2.2.2
Last updated on Dec 1, 2020
Old Versions
- Performance improvements and bug fixes
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Version History
2.2.2
Dec 1, 2020
- Performance improvements and bug fixes
2.2.1
Oct 9, 2019
- Performance improvements and bug fixes
2.2.0
Oct 2, 2019
- Performance improvements and bug fixes
2.1
Mar 21, 2019
Whiteboard CRM FAQ
Click here to learn how to download Whiteboard CRM in restricted country or region.
Check the following list to see the minimum requirements of Whiteboard CRM.
iPhone
Requires iOS 9.0 or later.
iPod touch
Requires iOS 9.0 or later.
Whiteboard CRM supports English