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

How to Move Faster: From Conversation to Application with Barry Habib

Posted on November 26, 2019

Industry expert Barry Habib, from MBS Highway, shares where the housing market is headed, the advantage you have as an Advisor, and the easiest way to cultivate referral sources.

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Topics: Industry News

Experts Predict Higher Profit Margins as Rates Drop and Demand Surges

Posted on June 28, 2019

So far 2019 has proven to be a mortgage revival as both lenders and consumers are reaping the rewards of favorable economic conditions. US mortgage rates have dropped to near historic lows pushing up loan demand. And lenders’ profit margin outlook is positive—the first time in almost three years.

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Topics: Industry News

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