Whiteboard CRM

Eliminating the CRM setup hassle with vertical specific playbooks Whiteboard CRM is designed to scale across multiple verticals with little overhead. We’re starting in the mortgage vertical but will scale to additional verticals soon. The most important (and stressful) part of a Mortgage Loan Officer’s job is assisting borrowers and partners through the loan process.…

Mortgage Coach

Lead Conversion Made Easy Mortgage Coach is the digital-based borrower conversion platform that transitions lenders and loan officers from providing advice, not price. The result is increased production and profits. The Mortgage Coach platform turns average loan officers into exceptional, highly trusted advisors. Deliver trusted advice differently and boost credit union member loyalty. Shift the…