Whiteboard CRM
Whiteboard Technology LLC
5.0 ★
store rating
100+
downloads
Free
AppRecs review analysis
AppRecs rating 5.0. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.
★★★★★
5.0
AppRecs Rating
Ratings breakdown
5 star
100%
4 star
0%
3 star
0%
2 star
0%
1 star
0%
What to know
✓
High user satisfaction
100% of sampled ratings are 5 stars
About Whiteboard CRM
Mortgage CRM app built for mortgage professionals and powered by The Mortgage Playbook.
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
