You’ve heard the buzzword “Playbook”, but what is it really?
A Playbook is simply defined as a workflow that is comprised of a series of pre-built campaigns, content, forms, assets and roles. A playbook is installed on every new team Whiteboard creates. The Whiteboard Playbook™ manages your mortgage opportunities from lead to funded and everything in between. It also handles the annual soft-touches like birthdays and holidays -without you ever having to lift a finger so you can relive your most successful day -everyday.
Let’s breakdown the parts of a Playbook: