You are using an outdated browser. Please upgrade your browser to improve your experience.
Whiteboard CRM

Mortgage CRM app built for mortgage professionals and powered by The Mortgage Playbook:tm:

Mortgage CRM app built for mortgage professionals and powered by  The Mortgage Playbook:tm:

Whiteboard CRM

by Whiteboard Technology LLC
Whiteboard CRM
Whiteboard CRM
Whiteboard CRM

What is it about?

Mortgage CRM app built for mortgage professionals and powered by The Mortgage Playbook:tm:.

Whiteboard CRM

App Details

Version
2.2.2
Rating
(2)
Size
25Mb
Genre
Business Productivity
Last updated
December 1, 2020
Release date
March 21, 2019
More info

App Screenshots

Whiteboard CRM screenshot-0
Whiteboard CRM screenshot-1
Whiteboard CRM screenshot-2
Whiteboard CRM screenshot-3
Whiteboard CRM screenshot-4
Whiteboard CRM screenshot-5
Whiteboard CRM screenshot-6
Whiteboard CRM screenshot-7
Whiteboard CRM screenshot-8
Whiteboard CRM screenshot-9

App Store Description

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

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.