Whiteboard - Expansion Form

Account Expansion

We're excited that you are growing with us! Please fill out the following form completely and accurately, this data will be used to complete your request.
Name of the person completing this form*

First NameLast Name
Please provide your four digit Whiteboard Account Number.*
You can find your account number by logging into Whiteboard and opening the three line menu.
Please provide your email address*
example@example.com
Are you the Whiteboard Account Owner?

YesNo
Please provide the name of the Whiteboard Account holder*

First NameLast Name
Please verify that you are human*

Expansion & Billing
Do you need to add user and create a new Whiteboard Team for them?

No - I need to add a user(s) to my existing teamYes - I need a new team for a new Loan OfficerYes - I need a new team for a new Loan Officer and their assistants
How many Whiteboard licenses do you need to purchase?*
Should the new user(s) be added to your current billing subscription?*

YesNo, I want to create a separate MONTHLY subscription for them.No, I want to create a separate ANNUAL subscription for them.
Are you also purchasing the texting add on for the new Team(s)?*

YesNo
Items of Note.

The credit card currently on file with Whiteboard will be charged. If you need to update your payment information, please contact support@whiteboardcrm.com or use the in WB live chat feature!

On average new users receive their credentials within 2 business days. Depending on the complexity of the team build, we may need up to 4 business days to build the new environment. Thank you!

New Team Members Details
Additional Users Information - LOAs, Processors, etc.
In Whiteboard "Admin" level users have access to all teams, all data, and all Whiteboard management capabilities and functions.

Review Websites

Where should your new LO's clients be leaving online reviews?
Facebook
Google
Zillow
Social Survey
Yelp
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)!

	Have Active Account?	Office Wide?	Which LOs?
leadPops
Zillow
Facebook Ads (Non leadPops related)
Google Ads (Non leadPops related)
FreeRateUpdate
Arlo (formerly Teo)
LeadPoint
cardtapp
Homes.com
LendingTree

	Have Active Account?	Office Wide?	Which LOs
Calyx Point Central *Includes additional costs
Encompass Banker Edition
Floify
LendingPad
Homebot (In beta)
Handwrytten
MonitorBase

Account Expansion