Whiteboard CRM review
A prescriptive CRM that enforces a consistent communication strategy.
Top 11 rank
#7 of 11
Score
7.9/9.4
Pricing
$$ ($100 to $150/mo)
HQ
Oklahoma City, OK, USA
Verdict
Whiteboard CRM stands out with its 'Mortgage Playbook' approach, which guides loan officers through a prescriptive process for every lead and client. This makes it ideal for teams that need to enforce a consistent, high-touch communication strategy.
What customers praise
The user interface is clean and intuitive, making adoption easy for less tech-savvy loan officers, with most users fully operational within 3-5 days.
What customers criticise
The platform's integration options are more limited than competitors, lacking native connections to some popular secondary mortgage tools.
Best for
Relationship-focused brokers who want a structured playbook for client and partner communication.
At a glance
- Integrations: Encompass, Calyx Point, Floify, BombBomb, Outlook 365
- Compliance: RESPA
- Regions served: USA
- Typical onboarding: 5 days
Red flags
Public risk signals as of June 2026: none. No material public risk signals as of 2026-06-29. See the full red-flag report.
Alternatives
See alternatives to Whiteboard CRM, or compare against the next-ranked entry: Whiteboard CRM vs Bonzo.
Source: Top 11 The 11 Best CRM Software for Mortgage Brokers (2026), verified June 29, 2026 — no paid placement.