Whiteboard CRM

Whiteboard CRM Powered by The Mortgage Playbook™, Whiteboard Mortgage CRM helps Loan Originators close more loans

Want to learn more about the acquisition news? On a live webinar, we'll explore the opportunities available to Whiteboar...
01/11/2022

Want to learn more about the acquisition news? On a live webinar, we'll explore the opportunities available to Whiteboard customers thanks to our new partnership with Daily AI.

RSVP to save your seat. This webinar will be hosted by Kevin Ducey and Spencer Dusebout --> https://bit.ly/3fbPq5U

We're SO excited to finally share the news with you: Whiteboard CRM is now part of Daily AI.Daily AI is well-known for t...
01/11/2022

We're SO excited to finally share the news with you: Whiteboard CRM is now part of Daily AI.

Daily AI is well-known for their innovative platform — leveraging the latest in AI-powered technology to help lenders perform their best. 🚀

This is HUGE news for the Whiteboard community. If you're interested in learning more about Daily AI, we'd love to hear from you. --> https://bit.ly/31Jss34

11/26/2021

We continue to be closed to celebrate the holiday with our families and friends. We will resume normal hours on Monday, Nov. 29. Hope you have a happy holiday.

11/25/2021

In order for our staff to be able to spend time with their loved ones, we'll be closed today - Thursday, Nov. 25 and Friday, Nov. 26. We will resume normal work hours on Monday, Nov. 29.

A small portion of Whiteboard CRM users may encounter an intermittent issue when attempting to log in. It seems to be an...
11/16/2021

A small portion of Whiteboard CRM users may encounter an intermittent issue when attempting to log in. It seems to be an issue with the larger internet providers which also affects other services and while we at Whiteboard can't control the issue, we are monitoring it. If this affects you, try using your app on your smartphone which seems to bypass the issue.

10/28/2021

Don't miss a single moment because you haven't automated the little things at work. She's worth it.

10/22/2021

There are moments you don't want to miss coming up in your future. Get your CRM set up to help you handle the daily tasks now. What's holding you back?

10/14/2021

Your team is ready to celebrate more wins without more work. It's time to find the right mortgage-specific CRM for your team today. Let Whiteboard help.

10/08/2021

Stop wondering how much a mortgage-specific CRM could cost you and get the answers with Whiteboard! What other questions do you have? Drop us a comment!

09/28/2021

Celebrate more wins with your team without spending more hours in the office when you automate your day-to-day tasks with Whiteboard. Don't let the unknown hold you back ...

09/20/2021

You can stop missing out on the fun things when you have help with your day-to-day tasks. We're here to help.

Address

4801 Gaillardia Pkwy. Ste 375
Oklahoma City, OK
73142

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(866) 333-6311

Website

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