Whiteboard - Remove/Reassign Whiteboard User License

Reassign License Form

Please complete this form if you want to REMOVE an existing or if you'd like REPLACE an existing user with with a new one. If you need to create replace an existing LO and create a new Team please use this form: https://form.jotform.com/210455647457158
- Please allow 1 business days for processing
- Removed Users are left intact, but disabled, and can be reactivated in the future
- A Remove User request will be reflected in your future billing invoices
- A Reassign Whiteboard License request will NOT be reflected on your billing invoices
- The new user will be provided with their own set of login credentials
- The Support Team will process your request and notify you by email when it's complete
Name of the person completing this form *

First Name Last Name
Please provide your email address *
example@example.com
Please provide your four digit Whiteboard Account Number. *
You can find your account number by logging into Whiteboard and opening the three line menu which is located at the top right corner of the page.
Are you the Whiteboard Account Owner? *

Yes No
Please provide the name of the Whiteboard Account holder *

First Name Last Name
Do you need to remove a user or simply reassign the license to a different employee? *

Remove - I no longer need this Whiteboard User License Reassign - I have a different employee that needs access to Whiteboard
User(s) to be Removed *
Does this user have their own Team? *

No Yes
As a part of our standard Team Deactivation protocol we will "release" all the partners owned by the removed Loan Officer. This will allow other Teams to "claim" the partner so that they can still receive holiday and birthday messages.

These Partners can still be used for business purposes regardless of their "claim" status.
User(s) to be Added *
Does this new user need their own team?

No - The new user is not a Loan Officer Yes - The new user is a producer and needs their own team
What Team(s) does this user need to be added to?
Does this new team need a custom Playbook installed? *
New Loan Officer Details *
Please upload the new Team Owner's preferred headshot image as either a jpg or png file type. Likewise, if you have your Email Signature's HTML code available please save it as a Notepad file and attach it here.

Headshots are exclusively used for email signatures.
Cancel of
Use this section to upload your excel documentation, please ensure that the title includes the account holder's last name on each file uploaded. Clearly label is files are Partner, Previously Funded, or Lead. Our Team will review your data and respond back if we have any questions or if we are unable to cleanly Import the information provided. If your file requires extensive formatting to get ready for a digital upload we will return it to you with a template to format your information to!

Cancel of
Is the new user looking to connect or integrate any other software subscription/services with their Whiteboard account?

Yes - They have active LOS/POS/Lead generation subscriptions to connect with Whiteboard. No - They are not utilizing any other software that should connect with Whiteboard.
Please provide the names of the software the new user would like to connect with Whiteboard!
Is there anything else we need to know or are there any other actions that need to be taken with this user request?
Please verify that you are human *
Should be Empty:

Reassign License Form