Items of Note.
The credit card currently on file with Whiteboard will be charged. If you need to update your payment information, please contact email@example.com or use the in WB live chat feature!
Depending on the complexity of the team build, the new user(s) should receive an email inviting them to log into Whiteboard within 1 business day. If not, please contact firstname.lastname@example.org
In Whiteboard "Admin" level users have access to all teams, all data, and all Whiteboard management capabilities and functions.
Below there is more information related to the data import process and the available import templates.
Partner Contact Imports
Client and Mortgage Imports
Please take a moment to review the information you have provided before you submit this form. This data will be used to build your additional WB environment(s)!