The mortgage CRM built exclusively for mortgage professionals

Have you ever wondered what Top Producers are doing differently? Year after year, they close an extraordinary amount of loans, receive an extraordinary amount of referrals, and make an extraordinary amount of money. But, what makes them so extraordinary?


We spent two years following some of these Top Producers to learn what it was that set them apart. We examined their behaviors, studied their processes, and spoke with them about their successes (and failures). Then, we worked together to create a system that would allow anyone to replicate the work they do on a daily basis.

Learn about Whiteboard Mortgage CRM


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For its second consecutive year, Whiteboard Mortgage CRM has been named a member of the HousingWire Tech100.

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Your new secret weapon — The Mortgage Playbook™

The Mortgage Playbook™ takes the hassle and stress out of setting up your CRM and lets you get to work doing the things that make you money. Made up of pre-built, automated marketing materials and campaigns, The Mortgage Playbook™ will help you grow your business with content for the entire loan process, along with campaigns for refinancing, birthdays and holidays, partner marketing, and more.
  From day one, you have full access to branded emails, call prompts with scripts, and pre-determined tasks for more personal touches, like handwritten notes and gifts. It can even be personalized and refined specifically for your office or team’s needs. This is what makes Whiteboard different. This is Top Producer in-a-box. This is The Mortgage Playbook™.

What’s inside The Mortgage Playbook™

Designed for individual LOs, entire teams, and offices, everything you see here is available out-of-the-box from day one.

Communicate with borrowers and partners in real time.

  •   Follow-up on a lead in minutes not hours
  •   Drive engagement with ad-hoc conversations
  •   Automatically added to notes
  •   Sends automated loan status alerts
  •   Templates for the entire Pipeline

Confidently make proactive calls to clients and partners with key contact information and call scripts, right on your screen.

The Dashboard is an engaging, at-a-glance snapshot for you to view critical daily tasks, milestones, and referral sources.

Hundreds of battle-tested templates ensure your contacts receive the right message, at the right time, with a personal touch.

Capture new leads and collect client data with pre-loaded forms or create custom forms with our easy to use form editor.

Robust reporting center keeps you informed of new applications, lead conversion results, top referral sources, and more.

Pricing Plans




Per User

Annual Contract and $299 Set-up/On-boarding
Texting add-on is team-based at $399/yr.



Per User

Annual Contract and $399 Set-up/On-boarding
Texting add-on is team-based at $49/mo.

Whiteboard has allowed me to automate the very best version of myself. I don’t have to think about what to do. I simply update my records and Whiteboard takes care of the rest.

Cody Hardridge / Loan Officer / NMLS 329626

Whiteboard paid for itself and much more in just one day. After sending a Whiteboard email refinancing campaign, we received nearly 100 responses.  Needless to say my team is loving Whiteboard.

Marty Preston / Branch Manager / NMLS 20984

I’ve spent thousands of dollars and I’ve gone through eight different CRMs. Hands down, Whiteboard Mortgage CRM is the single best investment I have made in my career.

Denise Donoghue / Loan Officer / NMLS 513250

Whiteboard is amazing.Clients noticed the communication with little to no work on my end.I had several CRMs But Whiteboard is special because it’s almost automatic.It’s the easiest to set up an has helped me experience a 300% increase.

Dominic Dangora / Loan Officer / NMLS 816033

Integrations and Lead Partners

Tell me more about Whiteboard Mortgage CRM