Whiteboard CRM
The Mortgage CRM That Helps You Close More Loans.
Overview
Whiteboard CRM is a software development company that offers a customer relationship management (CRM) software specifically catered to the needs of the residential mortgage industry. It delivers its product through a proprietary software-as-a-service (SaaS) platform designed for mortgage loan originators. The platform helps loan officers manage content, prioritize tasks, and capture referral sources.
✨ Key Features
- The Mortgage Playbook™ (pre-built marketing campaigns)
- Automated follow-ups and loan status updates
- Lead management and distribution
- Referral partner tracking
- Team-based texting
- Mobile app
- Reporting and analytics
🎯 Key Differentiators
- The Mortgage Playbook™ provides a ready-to-use set of automated campaigns.
- Focus on simplicity and ease of use for loan officers.
- Strong emphasis on relationship-based marketing.
Unique Value: Whiteboard CRM's 'Mortgage Playbook' provides a turnkey solution for loan officers to automate their marketing and relationship management.
🎯 Use Cases (3)
✅ Best For
- Automated marketing campaigns for different loan stages
- Lead nurturing
- Referral partner management
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large enterprises with complex, non-mortgage-related CRM needs.
🏆 Alternatives
Offers a more structured and pre-built approach to mortgage marketing automation compared to more customizable but complex CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 7-day free trial
Free tier: NA
🔄 Similar Tools in Mortgage CRM
BNTouch Mortgage CRM
A comprehensive mortgage CRM and marketing automation platform for loan officers and mortgage compan...
Shape CRM
An AI-powered CRM that combines lead management, marketing, and sales automation for various industr...
Pipedrive
A sales-focused CRM designed to help teams visualize pipelines, track deals, and automate repetitive...
Jungo
A mortgage industry-focused CRM built on the Salesforce platform, offering specialized tools for loa...
Velocify
A sales acceleration and automation solution from ICE Mortgage Technology, designed to optimize the ...
HubSpot CRM
A popular CRM platform with a free tier, offering a wide range of tools for marketing, sales, and cu...