iPhone Screenshots


Mortgage CRM app built for mortgage professionals and powered by The Mortgage Playbook

Mortgage CRM app built for mortgage professionals and powered by The Mortgage Playbook:tm:.

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. The Whiteboard CRM app allows you to:

-Get access to all your contacts (borrowers, co-borrowers, and partners)

-Add new or update existing contacts

-Review your tasks and add new ones

-Review existing or add new mortgage pipelines

-Add customer notes, including capturing pictures as notes

-Review and respond to your text messages

-Navigate your teams

What’s New

Version 2.2.2

- Performance improvements and bug fixes

Ratings and Reviews

3.5 out of 5
2 Ratings

2 Ratings

fishearc ,

Can’t see anything I data entry

When it comes to adding a note, new client, or new partner, wherever it’s a text field the font color is white. But so is the background so I have no idea if what I’m inputting is correct. Also, I can’t choose a date for a note as all the mm/did/yy are in same color font white. Need to fix for this to be a good app while on the go. Potential is there.

App Privacy

The developer, Whiteboard Technology LLC, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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