Facebook + Whiteboard CRM: How Ryan Speltz Finds Success

Posted on October 28, 2020

At Whiteboard, we love to dive deep with our customers, discover their successes, and then share the information with everyone. We hope to inspire you to find your own path to success. That is why we’re introducing you to Ryan Speltz.  

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Topics: Producer Spotlight

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

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

Mortgage Mom Radio: How Debbie Marcoux Branded Herself & Thrived

Posted on June 9, 2020

The early 2000s were boom years for lenders. A healthy economy, low interest rates, and rapidly increasing home values paved the way for record homeownership. Loan officers had more business than they could handle. It was an ideal environment to make mistakes, learn from them, and keep getting better.

Then the bubble burst, taking the lending industry with it.

“We were all in the heyday of mortgage. Then, obviously, we all got humbled.”

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Topics: Producer Spotlight

Isabel Williams: On Following Your Passion & Not the Trends

Posted on March 24, 2020

What motivates your team to show up on a Saturday when it’s not required? Florida Loan Officer Isabel Williams shares how staying true to her mission of “helping people of color increase ownership inside of my community” motivates her partners and processors to be all the way bought in. Listen to why Isabel isn't pursuing re-fi business and how rescuing deals has become what she was meant to do.

"It's about helping people who had been turned down. Taking them from crying about losing their house to crying about getting into their new home.”

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Topics: Producer Spotlight

Call Center to $100M: Stephanie Johnston Obsesses Over Systems, Service, and Follow up

Posted on December 17, 2019

Top Producer Stephanie Johnston shares how replicating the perfect loan and never giving up on a lead through automation has this superstar primed to break the $100M mark in only her 7th year of production.

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Topics: Producer Spotlight

Reaping the Rewards: Putting Customers First Pays Off for Mike Garett

Posted on December 17, 2019

Top Producer Mike Garrett shares how putting the customer's needs first in every transaction has made him a top producer year in and year out.

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Topics: Producer Spotlight, Video

Improve Your Customer Service with Texting: Jeremy Drobeck Spotlight

Posted on November 26, 2019

Jeremy Drobeck has been in the real estate and mortgage business for nearly 20 years. He’s currently a mortgage consultant for Amerifirst where he’s forecasted to fund 240 units this year. Based on his average loan size, this is an impressive $30M. We talked with him about how he’s become successful in such a competitive industry. 

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Topics: Producer Spotlight

Setting Expectations: How Lance Powell Provides Stellar Customer Experiences

Posted on November 21, 2019

When Lance Powell started in the industry, Back to the Future topped the movie charts, Miami Vice’s theme song somehow made it to #1, and average mortgage rates crept under 13%.  

In the 34 years since, Powell has climbed to Branch Manager and top producer for Ameritrust Home Mortgage working out of Mission Viejo, CA. Along the way, he developed his craft for providing a stellar customer experience—starting with a simple premise.

Drawing from over three decades of experience, Top Producer and Branch Manager Lance Powell, from Ameritrust Home Mortgage in Mission Viejo CA, shares his knowledge on how he creates 'wow' customer experiences.

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Topics: Producer Spotlight

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