Dana Dodd: The ABCs of Being a Successful Lender

Posted on November 20, 2020

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.

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Topics: Producer Spotlight, LO Tips

Using Whiteboard CRM on the Go

Posted on November 18, 2020

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?  

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Topics: Insider, LO Tips

Five Rules to Using Whiteboard CRM Successfully

Posted on November 4, 2020

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.

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Topics: LO Tips

Unlock CRM Success: 5 Keys to Maximize Your Mortgage CRM

Posted on June 22, 2020

Matt Brown smelled an opportunity. Interest rates were among the lowest in years. Plus he had a CRM full of customers. How could he capitalize on this?

Turns out it was pretty easy.

With just three clicks in his CRM, Matt identified a list of 489 people based on their interest rate and date funded. From there, he created an automated text message targeting the list. 

“We worked with you on your home loan. Have you considered refinancing to lower payments?”

Within minutes, nearly 500 people received his text.

Within the first day, eight people replied back with some variation of “I was just thinking about that. Let's talk!”

By the end of the week, Matt received 12 applications, all by sending one text from his CRM. One text, sent one time—that’s ROI.

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Topics: LO Tips

How to Avoid Credit Repair Mistakes with Your Clients

Posted on June 10, 2020

We know, a person’s credit score is one of the most important factors in the approval or denial of their mortgage loan. When one of your potential client’s credit history is blocking their dreams of owning a new home, how do you help them? 

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Topics: LO Tips

Drive More Repeat Business with Better Closing Gifts

Posted on February 3, 2020

Like Cousin Eddie gifting Clark Griswold his white patent leather slip-ons, we’ve all been on the receiving end of some cringe-worthy gifts. We’ve also probably given a gift or two—no matter how well-intentioned—that ended up in the recipient’s re-gift pile. It’s hard to get it right 100% of the time.

Whiteboard President, Kevin Ducey, talks with Jeremy Katen from Cutco Knives about how increasing the quality of your closing gifts will result in repeat business.

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Topics: LO Tips

How to Up Your Social Media Game Using Your CRM

Posted on August 1, 2018

From Facebook to Twitter, Instagram to YouTube, Pinterest and beyond, if there’s content to share, there’s a platform designed specifically with it in mind.

And you know what they say – if you build it, they will come. People all over the world turn to social media for updates on friends and family, breaking news, and posts from various businesses about their product or service.

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Topics: LO Tips

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