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Home > Softwares > CRM Offerings > CRM for Startups Software > Whiteboard Mortgage CRM Software

Whiteboard Mortgage CRM Software

Name: Whiteboard Mortgage CRM Software
Rating: 4.5 (2 reviews)

By OREN USA, Inc.

Whiteboard Mortgage CRM is a cloud-based solution that enables loan originators to connect with customers, communicate with partners and plan campaigns. It is primarily designed to help loan officers manage content, prioritize tasks and capture referral sources.Key features of Whiteboard Mortgage CRM include team-based texting, lead generation, email marketing and application tracking. With the custom form creator module, users can capture new leads and collect client data.

Price

1446 Interested

Highlights
Specifications
Product Details

Highlights : About Whiteboard Mortgage CRM Software

Lead Management

Pipeline Management

Partner Management

Task Management

Team-Based Texting

Mobile App

Lead Source Aggregators

LOS Integrations

Reports & Analytics

About Whiteboard Mortgage CRM Software

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Lead Management

Pipeline Management

Partner Management

Task Management

Team-Based Texting

Mobile App

Lead Source Aggregators

LOS Integrations

Reports & Analytics

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