Expert Tips for Cultivating Relationships with Realtor Partners

Posted on August 11, 2020

Relationships with realtors represent one of the most important sales referral resources for LOs, so cultivating your relationships with high performing realtors is crucial.

Whiteboard interviewed four successful mortgage LOs to find out how they develop their realtor partners and you can keep reading to find out what we learned during those conversations. 

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Topics: Realtor Partners

Best Practices and Ideas for Mortgage Email Campaigns

Posted on August 3, 2020

In the world of real estate and mortgages, an increasing number of interactions is being done online. From perusing listings to applying for mobile mortgages, it’s easier to find new clients through online contact than any other way. 

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Topics: Blog

Are You Using Your Mortgage CRM for Marketing Automation?

Posted on July 31, 2020

Automating your mortgage marketing system is a useful way to improve your day-to-day operations. You can improve both your lead management and lead conversion rates through mortgage marketing automation. Plus, it will save you time and allow you to focus on many more important tasks related to running your business. 

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Topics: Blog

Customer Newsletter | July 2020

Posted on July 30, 2020

We're sharing the latest Whiteboard news directly to your inbox ... 

We've created this email newsletter to keep the conversation rolling and we'll send it once each month, packed full of tips, news, and other happenings here at Whiteboard. (click the graphic to watch a message from Whiteboard CEO Kevin Ducey. 

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Topics: Insider, Industry News

Software Working Together: An Interview with Dave Sims from Floify

Posted on July 29, 2020

A visit to our homepage at tells you immediately we are the "CRM built exclusively to accelerate lead management, partner relationships, team production, and revenue growth."

You'll notice that description has nothing to do with handling your needs at the point of sale. That's why, at Whiteboard, we're serious about forming friendships and partnerships with other software companies in the industry like Floify.

We want to help you get to know Floify better — and more personally — by introducing you to Dave Sims, founder and CEO.

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Topics: Industry News

Five Mortgage Marketing Ideas to Increase Revenue

Posted on July 27, 2020

What is your marketing strategy for your mortgage business? Do you feel like you have it under control and you’re finding tons of leads? Or, do you feel like the pipeline has dried up? 

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Topics: Blog

Benefits of a Mortgage CRM with SMS Features

Posted on July 24, 2020

According to Slick Text, 292 million people—that’s 80% of the population—use text messages in North America alone and mobile usage has never been more popular worldwide. The best Customer Relationship Management (CRM) software allows you to instantly engage with both potential and existing customers through text messaging. SMS messages are a powerful tool for your automated marketing plan.

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Topics: Blog

Marketing for Mortgage Lead Generation

Posted on July 20, 2020

One challenging aspect of the mortgage industry for loan officers like you is generating enough leads to keep your pipeline full. However, with a little strategy behind your mortgage marketing, you can generate enough potential customers to flip this challenge around into one of your strengths. 

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Topics: Blog

Guide to Marketing for Mortgage Brokers

Posted on July 17, 2020

Mortgage brokers have a lot of impressive skills, we are constantly amazed by the hard work you put into your jobs.

According to the career website Zippia, some of the most important skills for working in the mortgage industry are: 

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Topics: Guide, Blog

Choosing a Mortgage CRM: How Shane Kidwell Made His Choice

Posted on July 15, 2020

Have you ever wondered how implementing a mortgage-specific CRM will benefit you? Well, if you ask Shane Kidwell, owner of Dwell Mortgage and co-founder of Next Level Loan Officers, his answer is simple. It’s time. He gets to use his time more efficiently on the tasks that are most important.

“I can always make more money,” Shane said. “I can do more deals, I can get more creative, I can buy more leads, get new relationships – whatever! I can open secondary businesses that can support your primary job. You can’t get your time back.”

Keep reading to learn more about Shane (or check out the video below) to gain insight on how he went from part-time to part of the top one percent, how working with coaches changed his career path, and his thoughts on picking the right CRM for his team. 

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Topics: Producer Spotlight

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