RELIVE YOUR MOST SUCCESSFUL DAY
The mortgage CRM built exclusively for mortgage professionals
Learn about Whiteboard Mortgage CRM
Your new secret weapon — 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.
Annual Contract and $299 Set-up/On-boarding
Texting add-on is team-based at $399/yr.
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.