Pricing: How Much Does Whiteboard CRM Cost?

Posted on January 22, 2021

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.  

Read More

Topics: Blog

Khai McBride: The Secret About Secret Sauce

Posted on December 14, 2020

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?

Read More

Topics: Insider, Blog

Best Practices for Mortgage Email Marketing 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 for a mortgage loan officer to find new clients through online contact than any other way.

Read More

Topics: Blog

Use your CRM for Mortgage 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. 

Read More

Topics: Blog

Five Mortgage Marketing Strategies 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? 

Read More

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.

Read More

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. 

Read More

Topics: Blog

Mortgage Marketing Guide

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: 

Read More

Topics: Guide, Blog

Building an Effective Mortgage Company Marketing System

Posted on July 13, 2020

As you know, mortgage lenders are busy people, and the workload gets more intense with dozens of small tasks to be accomplished each day. In fact, lenders, brokers, and agents regularly end up feeling overwhelmed by the constant tasks and wish something would make their jobs easier.

Read More

Topics: Blog

How to Find the Best Mortgage Marketing Tools for Loan Officers

Posted on July 10, 2020

When buying a home, clients want to feel like they have a mortgage loan officer and a mortgage company that is not only knowledgeable of the real estate process but someone they can trust through the stressful experience. Any good loan officer is a mix of a strong grasp of the ins and outs of the mortgage industry combined with impeccable customer service. 

Read More

Topics: Blog

New call-to-action

Recent Posts

Subscribe Here!

New call-to-action