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Whiteboard Mortgage CRM helps Loan Officers and Mortgage Brokers grow their business, generate more referrals, and communicate more effectively with clients and partners throughout the loan process. Created with the input of some of the top producing Loan Officers in the country and powered by The Mortgage Playbook™, Whiteboard has over 100+ pre-built campaigns, email and text templates, phone scripts, and tasks that will help you relive your most successful day — every day.