Whiteboard CRM Review 2026: Simple Mortgage CRM
Updated February 2026
Overview
Whiteboard CRM is a mortgage-specific CRM designed for simplicity. It strips away the complexity of enterprise platforms and focuses on what individual loan officers need most: lead tracking, follow-up reminders, and basic marketing automation.
Best for: Individual loan officers and small teams who want a simple, affordable CRM without the complexity of enterprise platforms.
Key Features
- ✓Simple lead management
- ✓Task & follow-up reminders
- ✓Basic marketing automation
- ✓LOS integration
- ✓Milestone tracking
- ✓Referral partner management
- ✓Mobile access
Pricing
Whiteboard CRM starts around $79-99/user/month, making it one of the more affordable mortgage CRM options.
Pros
- +Very easy to learn and use
- +Mortgage-specific design
- +Affordable pricing
- +Good for individual LOs
- +Clean, uncluttered interface
Cons
- –Limited customization
- –Basic reporting
- –Fewer integrations
- –Not ideal for large teams
- –Limited marketing automation
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Alternatives to Whiteboard CRM
Jungo
Larger teams and branch managers who want the power of Salesforce with mortgage-specific features and don't mind the learning curve.
GoHighLevel
Marketing-focused loan officers who want an all-in-one platform for lead generation, nurturing, and client communication at an aggressive price point.
Surefire by Top of Mind Networks
Loan officers and teams who want done-for-you marketing content and automated co-branded campaigns with real estate partners.
Velocify by ICE Mortgage Technology
Large lending operations with 20+ loan officers that process high volumes of leads and need intelligent distribution and prioritization.