Whiteboard CRM

Whiteboard is a completely scalable Mortgage CRM platform that gives you total control and team accountability.

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There are not enough reviews of Whiteboard CRM for G2 Crowd to provide buying insight. Below are some alternatives with more reviews:

1
Encompass Digital Mortgage Solution Logo
Encompass Digital Mortgage Solution
4.2
(45 reviews)
Encompass is Ellie Mae's all-in-one integrated solution that covers the loan lifecycle and provides one system of record so you can close compliant loans.
2
Jungo: The Mortgage App Logo
Jungo: The Mortgage App
5.0
(1)
Jungo provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. It is a one-stop-shop solution, integrating with thousands of leading platforms to give clients the ability to track, interact with, and market to all of their contacts.
3
Tabrasa Logo
Tabrasa
4.0
(1)
Close more loans and minimize risk simultaneously with a platform and solutions designed by mortgage experts for mortgage experts.
4
Surefire CRM Logo
Surefire CRM
5.0
(1)
A Mortgage CRM that gets you. You'll pull away from the competition when you enable Surefire CRM in your business.
5
Floify Logo
Floify
4.0
(1)
Mortgage Processing Software
6
Unify CRM Logo
Unify CRM
3.0
(1)
With Unify® , important information about your customers is no more than a click away. It’s more than just a collection of phone numbers and email addresses. Access borrowers past loan transactions with you, view your marketing history, or easily start contacts on new marketing communications. Manage contact groups and leverage the easy to use tools to keep your database clean and current.
7
AllClient CRM Mortgage Logo
AllClient CRM Mortgage
0 reviews
AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.
8
Cimmaron Mortgage Manager Logo
Cimmaron Mortgage Manager
0 reviews
Cimmaron Software has delivered cutting-edge software solutions in variety of industries focusing on the mortgage industry since 2005. We value customer satisfaction and technological innovation over short term profits.
9
SimpleNexus Logo
SimpleNexus
0 reviews
SimpleNexus provides Branded Mobile Apps for Mortgage Professionals that increase realtor engagement and increase purchase business.
10
Revo Mortgage Collaboration Logo
Revo Mortgage Collaboration
0 reviews
Revo Mortgage Collaboration is a cloud-based deal management service, it addresses the missing technology gap for mortgage application process and workflow management for high volume mortgage producers and their assistants using a cloud-based CRM service solution.
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