The mortgage CRM built exclusively to accelerate lead management, partner relationships, team production, and revenue growth.

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 more about Whiteboard Mortgage CRM


Take a deeper dive on Campaigns, Team-Based Texting, and The Mortgage Playbook™—it only takes 7 minutes to learn what makes Whiteboard different.


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There’s no time like the present — call a sales rep today!

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

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Best Value



Billed Annually per User
Set-Up / On-boarding: $299
  • Dedicated Success Coach for On-boarding
  • Database migration from your current system
  • 8 hours of Professional Services ($1,000 value)



Billed Annually per Team
Set-Up: $0
  • 1,000 texts per month
  • 5,000 bonus texts ($95 value)
  • Additional text messages available for $19 per 1,000



Billed Monthly per User
Set-Up / On-boarding: $399
  • Dedicated Success Coach for On-boarding
  • Database migration from your current system
  • 5 hours of Professional Services ($625 value)



Billed Annually per Team
Set-Up: Included
  • 1,000 text messages per month
  • Additional text messages available for $19 per 1,000

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.

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

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

Use Whiteboard CRM on the go with the Mobile App

Text borrowers and partners with in-app texting
Never miss an important Task or Birthday
Complete your tasks and update mortgages on the go

Integrations and Lead Aggregation Sources

Tell me more about Whiteboard Mortgage CRM