LoanTracker® Magnetic Dry-Erase Mortgage Brokers Whiteboard Systems
See, track and expedite each step and stage of a loan's progress through your approval process. 3 Sizes for 19, 40 or 80 loans.
Successful brokers using this board tell us it's "like a radar screen for their pipeline, complementing their software". Magnet symbol colors instantly show each loan's status at each stage of your approval process: Just turn over the 2-sided yellow magnet to show the green side when the step is completed. Replace it with a red one when there is a problem. Also includes blue and purple symbols for your own special code. One glance immediately flags the loan's steps needing attention for expediting and also gives you a work-load picture of your portfolio for each step.
Includes a handsome framed MagnaLux® magnetic dry-erase porcelain-like steel board heat-fused printed and built for a lifetime of daily use. Kits include the magnetic color-coded symbols, write-on tools, charting supplies, optional magnetic cardholders, card-keying template, 11 printed mortgage broker's step and stage headings, plus extra blank magnetic headings for your own special stage names: everything you need to quickly set up and operate it.
With LoanTracker, we know exactly where we are in the process, what reminders to send to keep the loan moving and where crises are about to arise so they don't slow us down. Seeing 40 people in my pipeline on the wall at one time is like artwork to me. Once a week we have a "board meeting" to go over all the loans
Fort Mitchell, KY
Download your card-keying templates here.