Customer Newsletter | September 2020

Posted on September 24, 2020

 

SEPTEMBER NEWS FOR YOU! 

Keep up with what's happening at Whiteboard by checking out the September wrap-up. We've got everything from a Whiteboard customer exclusive video from Keeping Current Matters to testimonials from other users like you.

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Topics: Insider, Industry News

How One Broker Grows His Business

Posted on September 9, 2020

David Koch has the mortgage game figured out — even though he’s only been in the industry for a relatively short time. His strategy utilizes a high-touch referral system that has paid off well, so far. He realizes he could have easily gone down a few other career paths, but fate had other plans for him.

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Customer Newsletter | August 2020

Posted on August 27, 2020

 

AUGUST NEWS

Keep up with what's happening at Whiteboard by checking out our August wrap-up. We've got everything from a new tech tip to what you might have missed on our social media platforms. Let us help you stay in the know with Whiteboard CRM. 

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Topics: Insider, Industry News

A Personal Touch: Why David Rodriguez Uses Whiteboard CRM

Posted on August 26, 2020

You may not know David Rodriguez, but he is driven to create a culture of communications between his team and his customers and partners. That's why he uses a CRM to facilitate the communication and keep them all on- track. 

Knowing that his customers are the fuel keeping his Colorado Springs business running at full speed, he has embraced Whiteboard CRM's Playbook and is excited about the decisions he's made during the last few months.  

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Topics: Producer Spotlight

Mortgage Marketing Chat with Andrew Pawlak of leadPops

Posted on August 19, 2020

As a professional in the mortgage industry there's little doubt that you've heard about leadPops and how they help you capture leads from the traffic already flowing to your website. 

The more leads you are able to capture, the more you'll be able to convert into customers and the more your business will grow. But what do you do if that's not happening?

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Topics: Producer Spotlight

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 whiteboardcrm.com 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

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