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