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. But keeping in touch isn’t easy. At a minimum, the MLO has to email multiple loan updates, make phone calls, write hand-written notes, meet with referral partners, and remember to send a closing gift.

Add to this, 63% of CRM implementations fail, the majority of CRMs on the market come as a completely blank slate. This requires users to make all of the business decisions regarding lead and customer workflow, write the emails, set up follow-up campaigns, and even write new code.

A CRM must be the right fit and easy-to-use on day one, we accomplish this by leveraging the best practices of industry leaders and eliminate the setup hassles with vertical-specific Playbooks.