1. www. whiteboardmtg.com
1-866-333-6311
Whiteboard Mortgage CRM
CUSTOMER TESTIMONIALS
“Whiteboard has completely automated my team’s work flow, making the entire process an
absolute breeze. My team comes in each day knowing exactly what needs to be done that day
for each client and the parties involved in the transaction, following their daily Whiteboard
task list. I can also oversee what each of my team members have on their plates for the day. My
clients and partners are kept up to date with personal touches from me along the way.
Whatever I can dream up, I can automate it with ease. It is gorgeous to look at, easy to use, I
love it, my team loves it, and in turn, our clients and referral partners love us. Whiteboard is
simply amazing.”
Heather Bomar
Senior Mortgage Advisor - NMLS 208983
“Whiteboard is easily worth the price of a near-perfect assistant, one you can train to do
exactly what and when you want, who makes you look relentlessly proactive and is priceless in
terms of the peace of mind that comes from knowing that every lead, every client is being
followed up with.”
Wilhelm Koenig
Mortgage Advisor - NMLS 187381
“Whiteboard has allowed me to automate the very best version of myself as a loan originator.
I don’t have to think about what I need to do to be the best. I simply install the playbook and
Whiteboard takes care of the rest.”
"I didn't believe it was possible to triple my volume but two years later I've gone from 110
fundings a year to 356! You have changed mine and my family's life for generations!"
Cody Hardridge
Loan Officer - NMLS 329626
“Whiteboard is the tool my team has been looking for to take our business to the next level. It
is well organized and the playbook is the unique feature that makes it so easy for my team to
keep on track. Thank you very much for all of the hours you have put into increasing my
business.”
Paul Tyler
Loan Officer - NMLS 492755

2. www. whiteboardmtg.com
1-866-333-6311
Whiteboard Mortgage CRM
CUSTOMER TESTIMONIALS
“I am beyond excited with Whiteboard. All the functions Whiteboard does for my loan
production that saves me hours of work and allows me to not have to remember to do those
task because Whiteboard automatically does it. We are at a level that surpasses our
competition now, however with Whiteboard fully functioning and being part of the daily task
this is a GAME CHANGER! It will absolutely take us to a level where the competition cannot
keep up, truly setting us further apart from our competition. I am so blessed to have found
Whiteboard!”
Steve Daniels
Loan Officer- NMLS 214032
“Awesome customer service!!!”
George Chevalier
Loan Officer - NMLS 1175947
“This system is awesome!”
Mike Clover
Loan Officer- NMLS 234770
“Ok, I have to tell you this... I just uploaded those six [loans] to test the system. It activated the
refi referral request…Jon’s got his first refi off the system. =) I literally fall in love with this
product more and more every day!!!”
Laidy Higuera
Marketing Coordinator

3. www. whiteboardmtg.com
1-866-333-6311
Whiteboard Mortgage CRM
CUSTOMER TESTIMONIALS
“This is awesome and I’m so excited! We received another lead
from the five I uploaded! Amazing!”
Jon Knoblock
Loan Officer- NMLS 270292
"Ihaveprobablyspentthousandsofdollars,andI'vegonethrougheightdifferent
CRM's - from SalesForce to Top of Mind to Media Center... Hands down,
Whiteboard Mortgage is the single best investment I have made in my mortgage
career so far."
Denise Donoghue
Loan Officer - NMLS 513250
“Whiteboard paid for itself and a year’s salary for an assistant to help implement
allin1day. LastweekIwasinformedofawebinarthatWhiteboardwasdoingon
how to target specific loan amounts and credit scores with a very professionally
worded email. The training and the email was all done for us, we simply had to
clean up some duplicates and press send. My business development manager
went through and sent the campaign out for 6 of our loan strategists, including
myself. We received 93 responses and it appears at the very minimum that we
will be able to easily refinance 1 of 3 and are trending toward 2 of 3. Even at a
33% close, the net profits will pay her salary for a year and Whiteboard for a
lifetime and that is after paying my loan strategists full commission on 5 extra
deals each that they didn’t have to generate. Needless to say my team is loving
Whiteboard today!!!”
Marty Preston
Branch Manager - NMLS 20984

4. www. whiteboardmtg.com
1-866-333-6311
Whiteboard Mortgage CRM was created using the input and experience from a team of the most
successful loan officers in the country. Whiteboard Mortgage fills a void in the industry by
providing an easy-to-use but incredibly powerful CRM built specifically to meet the needs of the
mortgage industry. Competing products have been jury-rigged from general purpose CRM
packages that were never intended for use in the mortgage industry. They require weeks or months
of customization, wasting time, money, and effort better spent on growing your business, and
never quite perfectly accomplish everything you need.
Designed with ease-of-use in mind and built specifically for the mortgage industry, Whiteboard
Mortgage CRM is exactly what you want and need in today's competitive mortgage market. Enjoy
the flexibility of one-click installation of complete marketing plans and content, intuitive content
creation and customization tools, and team or office level control over who can access what
information. Did we mention you can do all of this without a "web guy" or team of designers or
programmers?
About Whiteboard CRM
Loan Officer- NMLS 270292
INCREASING
WOULD YOU
if it meant
spare 30 minutes
your production volume?
schedule your free demo!

5. www. whiteboardmtg.com
1-866-333-6311
Dashboard
• Lead Conversion Report
• Birthday Reminder Panel
• Referral Source
• Activity History
• Task List
• Unread Notifications
• Quick Actions: Add Client, Add Partner, Add Task
Playbooks
• One-Click Office & Marketing Campaign Setup with
Playbooks
• Preloaded Playbooks
• Create your own Playbooks
Marketing Campaigns
• Manage Marketing Campaigns
• Customize Marketing Campaigns
• Create Your Own Campaigns
• Manage Actions (Automated Rules)
• Centralized Campaigns Execution
Marketing Automation
• Automated Emails
• Mail-merge MS Word Documents
• Market to Clients
• Market to Partners
• Market to Loan Participants
• Send Email Alerts (Self & Co-workers)
• In-Processing Status Updates
Included Marketing Campaigns
• New Lead Campaign
• Refinance Campaign
• Purchase Campaign
• Purchase in Processing
• Refinance in Processing
• Cancelled Loan Campaign
• Previously Funded Campaign
• Post Funding Campaign
• Partner Campaigns
Reports & Analytics
• Participants Report
• Funded Loans Report
• Repeat Business Report
• Lead Conversion Report
• Referral Report
• Referral Funded Report
• Monthly Input Report
• Group Participant Report
• Cancelled Loan Report
• Relationship Report
• Email Opt Out Report
Templates
• Pre-designed
• Create your own
Forms and Form Groups
• Preloaded Forms & Form Groups
• Create your own Forms & Form Groups
Administrative & Account Settings
• Manage Users
• Manage Office
• Manage Teams
• Manage Access Rights
• Manage Roles
• Import Mappings
• Time Zones
• Password Requirements
• Campaign & Template Approvals
• Manage Assets
User Functions
• Import Leads
• De-Duplication
• Tasks with Reminders
• Send Manual Emails
• Print Letters
• Attach Files
• Start Campaigns
• Attach Loan Participants
Loan Origination System Data Import
• .fnm files
• .csv files
Other Managed Services
• Campaigns Setup
• Automation (Triggers) Setup
Data Import
• Ongoing Database Management
• Ongoing Marketing Management
Support
• Email
• Tickets
• Phone
• Training
• Remote User Training
• Remote Admin Training
Security
• AJAX Enabled
• Encrypted, Offsite Backup
• 128-Bit Encryption
Whiteboard CRM Features
Loan Officer- NMLS 270292