Whiteboard Mortgage CRM | Workflos AppStore

Whiteboard Mortgage CRM

4.9

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Whiteboard Mortgage CRM is a cloud-based solution for loan originators to manage content, prioritize tasks, and capture referral sources. Key features include team-based texting, lead generation, email marketing, and application tracking. It also offers custom form creator module, call scripts, predefined templates, automated loan status alerts, and lead conversion results. It integrates with third-party applications such as Encompass, Calyx, and Velocify.

Website

http://www.whiteboardcrm.com

Strengths

Customizable workflows

Users can create and customize workflows to fit their specific mortgage lending process.
Automated marketing

The CRM includes automated marketing features to help users generate leads and stay in touch with clients.
Integrations

Whiteboard Mortgage CRM integrates with popular mortgage industry software, such as Encompass and Calyx Point.

Weaknesses

Limited reporting

The reporting features are limited compared to other mortgage CRMs on the market.
No mobile app

There is no mobile app available, which may be inconvenient for users who need to access the CRM on-the-go.
No LOS integration

Whiteboard Mortgage CRM does not integrate with any loan origination systems, which may be a drawback for some users.

Opportunities

Whiteboard Mortgage CRM could expand its integrations to include more loan origination systems and other mortgage industry software.
The CRM could add more reporting features to provide users with more insights into their mortgage lending process.
Creating a mobile app could make the CRM more convenient for users who need to access it on-the-go.

Threats

There are many other mortgage CRMs on the market, which could make it difficult for Whiteboard Mortgage CRM to stand out.
An economic downturn could lead to a decrease in demand for mortgage lending software.
Changes in mortgage lending regulations could require Whiteboard Mortgage CRM to make significant updates to its software, which could be costly and time-consuming.

Ask anything of Whiteboard Mortgage CRM with Workflos AI Assistant

http://www.whiteboardcrm.com

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Review Distribution

👍

High - rated users

The ability to install and utilize 'playbooks' with pre-designed and editable campaigns.There are no cons at the moment.
🤔

Average - rated users

Good customer support and easy to use interface.Limited customization options and some features are not intuitive.
👎

Low - rated users

None mentioned.Poor customer support, slow loading times, and limited functionality compared to other CRMs.