Case Studies

Whiteboard CRM

While working with Whiteboard CRM, I was tasked with designing a new CRM from scratch that would specialize in the mortgage industry. While designing the software, I spent time with the top producing loan officers across the United States, studying their processes to generate a proper solution to Marketing, UI & UX.

Mobile App Design
Whiteboard CRM App
The Whiteboard CRM mobile app for Android and iOS was designed so the client can stay on top of their active loans, get quick status updates, and continue providing excellent customer service even when they are out of the office.
  • Design
  • UI
  • UX
  • Adobe Photoshop
  • Adobe Illustrator
  • Figma
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Marketing Website Design
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Whiteboard CRM App
Whiteboard CRM's website was designed to focus in on one key item: for the client to relive their best work day ever through automation. The website was crafted around presenting solutions to their common daily problems.
  • Design
  • UI
  • UX
  • Adobe Photoshop
  • Adobe Illustrator
  • Figma
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Social Media Ads
Whiteboard CRM App
In a successful attempt, a series of funny and sentimental ads were created and promoted in Whiteboard CRM’s potential clients' feeds.
  • Design
  • Animation
  • Video Editing
  • Copywriting
  • Directing
  • Adobe Photoshop
  • Adobe Premiere
  • Adobe Illustrator
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Product Influencers
Whiteboard CRM App

I helped create a mini-series of webinars that featured top-industry producers after giving them a month of using the Whiteboard CRM product for free.

We monitored their interactions and made sure to give them the best support possible, leading them to successes of 110%-200% increase in production volumes.

We used the influence of these producers to help us sign up new clients. We even offered the influencers a commission from every sign-up that came through their webinar.

  • Design
  • Animation
  • Video Editing
  • Copywriting
  • Client Interaction
  • Directing
  • Negotiation
  • Adobe Photoshop
  • Adobe Premiere
  • Adobe Illustrator
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Portal & Product UI / UX
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Whiteboard CRM App
The Whiteboard CRM product has many moving parts and does a significant amount of processes for an entire team. This was a big undertaking to create a streamlined system that had many user tests to narrow it down to what it is today.
  • Design
  • UI
  • UX
  • Client Interaction
  • Adobe Photoshop
  • Adobe Illustrator
  • Figma
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Interactive Onboarding Design
Whiteboard CRM App
I designed an interactive onboarding process that walks the client through setting up their profile.
  • Design
  • Copywriting
  • Adobe Photoshop
  • Adobe Illustrator
  • Figma
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Webinars/Podcasts
Whiteboard CRM App

I created a series of pre-recorded webinars to interact with the sign-up process of the sales website.

Through studying the data, we saw that we had a 30% increase in client retention when they would participate in the webinar.

  • Design
  • Animation
  • Video Editing
  • Copywriting
  • Client Interaction
  • Directing
  • Negotiation
  • Adobe Photoshop
  • Adobe Premiere
  • Adobe Illustrator
See Details