Developed by some of the industry’s top producers, Whiteboard Mortgage CRM helps mortgage professionals close more loans, create better relationships, and increase referrals by automatically staying in touch with clients and partners. Whiteboard takes the hassle and stress out of set-up with The Mortgage Playbook™; a collection of 100+ campaigns, branded emails, call prompts with scripts and pre-determined tasks for more personal touches. Named one of the most innovative companies by HousingWire Tech100 for the past two years; we’re obsessed with helping LO’s and branch managers build their teams and grow their businesses. Visit to see how Whiteboard can help you grow your business.