Whiteboard CRM

Named one of the most innovative companies by HousingWire Tech100 for the past three years, Whiteboard Mortgage CRM was created for mortgage professionals by some of the industry’s top producers. We’re obsessed with helping LO’s and branch managers build their teams and grow their businesses by creating better relationships with clients and referral partners.

Loan originators who utilize Whiteboard to power their customer database and marketing workflows can now connect the CRM with their Floify point-of-sale to help streamline redundant data processes.

When the integration is configured and active, Whiteboard will automatically create a client and mortgage record when a prospect completes a Floify 1003 loan application. 

This action ensures that new prospects who enter the LO's pipeline via Floify are entered into LO's Whiteboard CRM without requiring staff to duplicate data entry. Whiteboard will also assign the record to the Pre-Qual pipeline sequence at this time, which kicks off the automated campaign emails, texts, and internal task reminders.