Whiteboard Mortgage CRM empowers people involved in the loan process to communicate effectively.Whiteboard Mortgage CRM is a cloud-based solution primarily designed to assist lenders with task prioritization, content management and referral resources. In addition, the software helps both parties by managing loan advisers and borrowers during the loan process. How you have the software from day one, you have full access to email signing request contact scripts and pre-determined work for more personal work such as notes, handwriting and gifts. Grow your business with content for all processes along with partner marketing and marketing holiday refinancing campaigns, etc. Software is equipped with daily artificial intelligence technology and the latest technology of artificial intelligence to help and maximize users. Used with the help of software that you can only run campaigns by pressing a button itself or database via SMS from a landline phone number, a normal function that can be several times a month of a month, which it is very simple but powerful, with the software's whiteboard visually appealing and enjoyable, sending texts, emails and reminders, and customizing it can constantly send emails. Sent for partners and you can DE was the amount each source or referral brings to the company and decide who members of the investment team have, also access notes, registration calls or emails, find time to forecast, attract new customers meeting and effective communication during the loan process with scheduling and input uploading. Whiteboard is a CRM mortgage. Norm Software offers a free version? No, the software lacks a free version and does not offer a free trial