Whiteboard Mortgage Rolls Out New CRM System Designed Specifically For LOs

Whiteboard Mortgage Software, a division of OREN USA, a company that makes real estate sales and marketing software, as well as dynamic real estate websites and interactive yard signs, among other solutions, recently launched Whiteboard Mortgage CRM, a customer relationship management (CRM) system designed specifically for mortgage originators as a “top shelf” option.

“There is no shortage of CRM tools for loan officers and mortgage banks, and the trouble is, so many of them focus on the same boring things rather than the features that make for a great CRM,” the company says in a release. “Another common disadvantage is cost-effectiveness. With a CRM loaded with tools comes great flexibility, but it’s so easy to get bogged down in an infinite amount of features that drown out the real value of the CRM itself.”

In a release, the company claims Whiteboard Mortgage CRM is different because it was, “Built from the ground up by some of the most successful loan officers and production managers in the country.”

The platform sports a “Playbook” feature and also offers a “suite of content-rich, pre-built marketing plans geared for lightning fast execution,” the company says.

“We understand the need to keep up with every lead, prospective client and referral partner, and to never let a single relationship slip through the cracks,” says Dee Ann Harper, vice president of sales and a mortgage loan industry veteran. “We want everyone who picks up Whiteboard to fall in love with it within seconds, and that’s exactly what we’re seeing with so many of our clients all across the country.”

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