Whiteboard Mortgage CRM

integration built and maintained by mortgage panda

Integrate With Your Whiteboard Mortgage CRM

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.

  • whiteboard mortgage crm contact record floify loan number
  • whiteboard mortgage crm contact groups floify sources
  • whiteboard mortgage crm email template floify link

How to Install

Please see the Whiteboard CRM Knowledge Center for setup instructions.

About Whiteboard Mortgage 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.

Learn more at WhiteBoardCRM.com

Try Floify for Free

Start your free trial today and discover how the Floify mortgage point-of-sale platform helps transform your lending operations, so you can:

  • Close loans faster.
  • Make borrowers happier.
  • Strengthen referral relationships.
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