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, email marketing and application tracking. With the custom form creator module, users can capture new leads and collect client data.
Highlights : About Whiteboard Mortgage CRM Software
Lead Management
Pipeline Management
Partner Management
Task Management
Team-Based Texting
Mobile App
Lead Source Aggregators
LOS Integrations
Reports & Analytics
About Whiteboard Mortgage CRM Software
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, email marketing and application tracking. With the custom form creator module, users can capture new leads and collect client data.
Specifications
Business Size
Startup
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Lead Management
Pipeline Management
Partner Management
Task Management
Team-Based Texting
Mobile App
Lead Source Aggregators
LOS Integrations
Reports & Analytics
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