Whiteboard Mortgage CRM Software

5.00 / 5 (8)

Our advisors have recommended this product 18 times in the last 30 days

About Whiteboard Mortgage CRM


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. The solution’s call scripts and predefined templates allow lenders to store contact information and send personalized messages to clients and partners. Further, the application provides automated loan status alerts and lead conversion results.

Whiteboard Mortgage CRM integrates with third-party applications such as Zapier, Fannie Mae, Lendingtree, Cardtapp, Heavyhammer, Leadpoint and Boomtown. It comes with mobile applications for Android and iOS devices. Support is available via phone and pricing is on an annual and monthly subscription.



Read More

Supported Operating System(s):

Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

8 Reviews of Whiteboard Mortgage CRM

Average User Ratings

Overall

5.00 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(8)

4 stars

(0)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-8 of 8 reviews

Do you use this product?Write a review

April 2019

Dio from Cornerstone Home Lending

Company Size: 501-1,000 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

Robust CRM without the "robust" initial set-up!

Since using WB (June, 2017) I have increased my personal production to have my best year ever (2018) and am on pace this year to surpass 2018 with a 50% increase! One of the biggest factors in my increased production is the number of peer to peer referrals that have been coming in. I've been in the business for 12 years and I've never utilized any software that added so much value to my business. Both Realtors and Borrowers rave about our communication during the loan process and this can all be attributed to Whiteboard and the automatic milestone updates. My 2nd favorite feature is the "whiteboard" section where I or anyone on my production team can add notes, log calls or emails which helps us to all stay on the same page when working on a family's loan file. After using several other CRM's, I can say without hesitation that Whiteboard is the best out there!

Pros

The best part of the CRM is the ability to install and utilize "playbooks" with pre-designed and editable campaigns. I think the biggest hurdle with any CRM is getting it set up so that it works for you. In the past it would take weeks to complete a few basic campaigns only to discover that they weren't effective or didn't accomplish what you wanted. With Whiteboard I am able to install a playbook, review the campaigns, customize my collateral and start implementation in just a couple days.

Cons

Until they added a mobile app that was a con. Now it's actually a huge positive. Also, when we first started using it we couldn't directly import FNM files into the system so my team would have to do dual data entry but they have since added that functionality as well as the ability to link directly with many of the most popular LOS out there. I guess I'm saying that I don't have any cons right now!

April 2019

Dominic from Cornerstone Home Lending, Inc

Company Size: 501-1,000 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2019

Game Changer

GOAT!!! I love the continuous development. WB is always looking for ways to improve and their not just talking about it. They plan and execute consistently. It gets better each day and I can't say enough about how easy it is to use.

Pros

I love that this CRM does it all for me. I literally click a button or enter a few data points and the CRM takes it from there. Earlier this year, I had someone from back in 2015 reach out and thanked me for staying in touch and that they were ready to buy. I hadn't done a thing. Whiteboard did it all. And, i was able to get that client back to the realtor partner who originally sent them.
From more of a daily use standpoint, I can't tell you how much positive feedback I get from clients and partners who are so impressed with our level of communication. And it's literally just a click of a button and sometimes that's no even required.

I have secured so many new partnerships just by calling the listing agent at the end of a transaction and asking them how we did. Every. Single. Time. they comment on how communicative we were and that they dont experience that from anyone else. WhiteBoard is a night and day difference from anything I've used in the past.

Cons

Drawing a blank. Having the ability to text has been another game changer. Tons of conversion through text. Best part of it is that they're texting my business line and not my cell.

May 2019

Jeremy from Amerifirst Home Mortgage

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

May 2019

Great Mortgage CRM

Having a CRM is like having another employee. Worth every penny. I have used different mortgage CRM programs over the years. Whiteboard is the best I have come across. For sure worth the money. I have my whole team using it and never had any problems with new users learning the platform. I haven't been able to print from the system for over year year so they are losing a star for that. I think is insane that they wont let you print anything. Also they have been telling me for years they are working on the reports but nothing has changed. If they fix those two things I would be 5 stars all the way.

Pros

Built for the mortgage industry
Easy to use

Cons

Cant print
Reports are horrible
customer support has gotten slower to respond and is slow to fix things usually have to wait till the next upgrade.

May 2019

Marcie from Cornerstone Home Lending, Inc.

Company Size: 51-200 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

A Fantastic Organization & Communication Tool!

We have had a great experience over the past few years using this program. On the rare occasion we can't figure something out (very user friendly platform) we reach out to Whiteboard support and get an answer back very quickly!

Pros

Our team really loves the ability to send out campaigns at the click of a button to our partners and/or our database via texting from our landline number. This is a really neat feature that we use multiple times a month!

Cons

I don't feel that we have any notable cons at this time.

May 2019

April from Sequoia Mortgage LLC

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Highly recommend!

Whiteboard is perfect for our smaller platform and is able to grow as we do. It keeps us in front of our clients (past, present and potential) and is a great way for us to stay organized and on top of our pipeline. Amazing support and training from the get-go. Now with the mobile app its even better!! Spent a ton of time researching other companies but couldn't be happier with Whiteboard CRM!

Pros

The support and training are exceptional. I know I'll always get a response and a designated time to teach me more if I can't figure something out.

Cons

I didn't like that there wasn't a mobile application for me to use on the go- BUT that has been solved!

May 2019

Zach from West Coast Funding

Company Size: 11-50 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Game Changer

Like my title said, GAME CHANGER!

Pros

Whiteboard has been an absolute Game Changer for our company. The ease of use is by far the best part of the software. We have tried multiple CRMs in the past and our LO's were never willing to buy in to the system because it was "too much work." I think this is due to an amazing team training us headed up.

From a managers point of view, I love the pipeline for referrers. Being able to track the amount of money each lead source/referrer brings into the company helps us decide who is worth investing back into.

Cons

I can't think of something that we don't like about the software, but a couple of things that I wish it could do (and it might and I haven't realized it yet) If we could text our LO's reminders instead of emailing them that would be awesome. Creating content for new custom campaigns could be a little easier/intuitive, but once rep showed me how, it is very easy to understand.

May 2019

Paul from Geneva Financial

Company Size: 501-1,000 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

I love Whiteboard!

Pros

I love everything about Whiteboard. I've used the "big name" ones before but the learning curve is crazy and I Whiteboard offers a total package at a great price. WB is easy to use and their support is fantastic! Plus I have my own dedicated account manager that's a badass and he's helped me tremendously to learn this software but more importantly to implement it on a day to day basis. Also, the ongoing support is amazing. As I continuously want to improve my communication with my referral partners, I constantly reach out to him and he's there to assist me with a smile. The ease of use is incredible from a lead, to a prospect, to a client, to a funded loan. I highly recommend WB! Thanks guys!

Cons

Nothing that I can think of you. I love using the product. I just used it for a realtor campaign today and its working amazing.

May 2019

Rob from Wymac Capital, Inc.

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2019

Whiteboard CRM

I have really enjoyed using Whiteboard. It have help keep our business more organized.

Pros

I am fairly new to the world of CRMs, but I will say Whiteboard has been a great business decision. It helps keep my business on target. I input the information and Whiteboard sends out texts, emails, reminds etc. I have it set up for emails to be sent out to my partners on a regular basis and Whiteboard gets it done. Working with REP has been great as well.

Cons

Wouldn't say this is a con, but I'd love to see some educational videos. I know there is more to the Whiteboard that could help my business. Some how to videos great!