News, tips, and tricks for getting the most out of your mortgage CRM

You’re comparing Whiteboard CRM to other mortgage-specific CRMs out there, right? We know it can be tough to compare all of the available options. None of the different CRMs have the same features or use the same pricing matrix.  

DECEMBER NEWS FOR YOU! 

Keep up with what's happening at Whiteboard by checking out the December wrap-up. We've got something new for you no matter what you're looking to find. Check it out! 

At Whiteboard, we know finding the right CRM for your business is a daunting task. Taking time out of your day to research and discover your options and then comparing features and pricing can seem like a full-time job if you don't have filters in place.  

The path from where a person starts to where they currently are is rarely a straight one. Imagine starting out in the world of technology before finding yourself in the mortgage industry, but then pivoting again to become a top-level coach. That seems like a lot, doesn't it?

NOVEMBER NEWS FOR YOU! 

Keep up with what's happening at Whiteboard by checking out the November wrap-up. We've got something new for you no matter what you're looking to find. Check it out! 

Mortgages are what Dana Dodd knows. As a senior at Colorado State University, she interned for a wholesaler as a part-time receptionist. After graduation, she continued worked her way through the wholesale ranks until she landed at Wachovia.

Can you imagine how it would feel to genuinely know you have more time available than your to-do list requires? Imagine knowing you haven’t left things off the list (because there’s no time to get to them), but that NOTHING needs your attention. We can’t. Who can?  

In the mortgage industry CMA doesn’t stand for the Country Music Awards. It also doesn’t stand for certified medical assistant or a certified management accountant.

In fact, in our industry CMA means something totally new. The crew at Next Level Loan Officers partnered with MBS HIghway to create a course called Certified Mortgage Advisor , also known simply as CMA. Did you ask yourself why these already busy professionals would do that? We did too.

The definition of a habit is simple – it’s a behavior which starts as a choice before becoming an unconscious action. At Whiteboard, we know that the customers who habitually use their CRM each day, have the most success. The initial choice can be tricky to stick to, but before long it’s routine and you can’t imagine your day without it.

OCTOBER NEWS FOR YOU! 

Keep up with what's happening at Whiteboard by checking out the October wrap-up. We've got something new for you whether you're looking for a tech tip, producer spotlight, or update on statistics! Check it out.