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
2020年12月01日
Update Date
Business
Category
4+
Age Rating
Age Rating
Whiteboard CRM 螢幕截圖
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
Show More
最新版本2.2.2更新日誌
Last updated on 2020年12月01日
歷史版本
- Performance improvements and bug fixes
Show More
Version History
2.2.2
2020年12月01日
- Performance improvements and bug fixes
2.2.1
2019年10月09日
- Performance improvements and bug fixes
2.2.0
2019年10月02日
- Performance improvements and bug fixes
2.1
2019年03月21日
Whiteboard CRM FAQ
點擊此處瞭解如何在受限國家或地區下載Whiteboard CRM。
以下為Whiteboard CRM的最低配置要求。
iPhone
Requires iOS 9.0 or later.
iPod touch
Requires iOS 9.0 or later.
Whiteboard CRM支持English