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Last update: 01 May, 2024 
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What is whiteboard crm? Named one of the most innovative companies by HousingWire Tech100 for the past three years, WHITEBOARD CRM was created for mortgage professionals by some of the industry's top producers.What can you do with whiteboard? Whiteboard reports and Analytics will help you focus your efforts on your most profitable lead sources. Communicate with borrowers and partners in real time. Confidently make proactive calls to clients and partners with key contact information and call scripts, right on your screen. Make delegation as easy as assigning to a team member.How can i enter meeting notes into my crm? Dictate meeting notes with your phone and we will enter them into your CRM. Stop asking your road warriors to sit down at a keyboard after a long day of selling. Let them sell! You ask a remote assistant to do things for you.
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Whiteboard Mortgage CRM / Whiteboard Technology LLC (‘Whiteboard Mortgage’, ‘us’, ‘we’, ‘our’) grants you (“you” and “your” means an individual or single entity) the following rights provided that you comply with all of the terms and conditions of this Agreement. 2.1 Whiteboard Technology LLC Software (Collectively
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Whiteboard Mortgage CRM Description. The mortgage CRM was created to increase lead management, partner relationships, and revenue growth. The Mortgage Playbook™, takes the stress and hassle out of setting up your CRM so you can get on with the things that matter most.
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About Whiteboard Mortgage CRM. The mortgage CRM built exclusively to accelerate lead management, partner relationships, team production, and revenue growth. The Mortgage Playbook™ takes the hassle and stress out of setting up your CRM and lets you get to work doing the things that make you money.
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(866) 333-6311 Whiteboard CRM, Oklahoma City, Oklahoma. 1,221 likes · 2 talking about this · 7 were here. Powered by The Mortgage Playbook™, Whiteboard Mortgage CRM helps Loan Originators close more loans, create
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Whiteboard Mortgage CRM General Information Description. Developer of a mortgage software designed to accelerate lead management, partner relationships, team production, and revenue growth.
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About us. WHITEBOARD CRM (a division of Whiteboard Technology, LLC.) is a fast-growing SaaS provider of CRM software specifically created for the mortgage industry. Based in Oklahoma City, OK, our
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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
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Whiteboard CRM, Oklahoma City, Oklahoma. 1,216 likes · 1 talking about this · 7 were here. Powered by The Mortgage Playbook™, Whiteboard Mortgage CRM helps Loan Originators close more loans, create
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Whiteboard Mortgage CRM is a cloud-based solution that enables loan originators to connect with customers, communicate with partners and plan campaigns. It is primarily designed to help loan officers manage content, prioritize tasks and capture referral sources. Key features of Whiteboard Mortgage CRM include team-based texting, lead generation
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866-333-6311 Contact Email [email protected] Phone Number 1-866-333-6311 Named one of the most innovative companies by HousingWire Tech100 for the past two years, WHITEBOARD CRM is a CRM created for mortgage professionals by some of the industry's top producers.
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Building strong relationships with clients and referral partners is essential to success as a loan officer, however keeping in touch with each and every pers
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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.
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Contact Email [email protected] Phone Number +37494700678 LiveBoard is the next generation whiteboard collaboration platform for online tutoring, classroom usage and team collaboration. LiveBoard also offers SAAS model, where you can integrate it into any existing web application. Lists Featuring This Company