# Whiteboard CRM

> Mortgage CRM for professionals to manage contacts, tasks, and pipelines. (iPhone/iPad app by Whiteboard Technology LLC.)

- Source: https://appshunter.io/ios/app/whiteboard-crm/id1445573982 (this page in markdown: same URL + `.md`)
- Developer: [Whiteboard Technology LLC](https://appshunter.io/developer/1445573981)
- Category: Business, Productivity
- Price: Free
- Rating: 3.50/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 9.0 · 26 MB
- Languages: English
- Released: 2019-03-23
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/whiteboard-crm/id1445573982/reviews.md

## What is Whiteboard CRM?

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

## Key features

- Contact management
- Task management
- Mortgage pipeline tracking
- Note-taking with pictures
- Text message integration
- Team navigation

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/whiteboard-crm/id1445573982/reviews.md

### 2/5 — Can’t see anything I data entry

*2021-04-03, version 2.2.2*

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.

## Frequently asked questions about Whiteboard CRM

### What is Whiteboard CRM?

Whiteboard CRM is a mortgage CRM app built for mortgage professionals. It helps users manage contacts, tasks, and pipelines, and was developed by studying top producers in the industry.

### What devices does Whiteboard CRM support?

Whiteboard CRM is available for iPhone, iPad, and iPod devices.

### What is the age rating for Whiteboard CRM?

Whiteboard CRM has an age rating of 4+, making it suitable for a wide range of users.

### How often is Whiteboard CRM updated?

The latest version of Whiteboard CRM is 2.2.2, which was last updated on December 1, 2020. This indicates a release cadence that may not be very frequent.

### What is the user sentiment for Whiteboard CRM?

Whiteboard CRM has a rating of 3.5 stars from 2 ratings. This suggests a mixed to slightly positive user reception based on limited feedback.

### Can I add pictures as notes in Whiteboard CRM?

Yes, Whiteboard CRM allows you to add customer notes, including capturing pictures as notes to provide visual context.

### Does Whiteboard CRM have ads?

The provided data does not specify if Whiteboard CRM contains advertisements. However, it is listed as free with no in-app purchases.

### What are the key features of Whiteboard CRM?

Key features include access to all contacts, adding/updating contacts, reviewing and adding tasks, managing mortgage pipelines, taking notes with pictures, and responding to text messages.

## Version history (last 1 release)

### 2.2.2 — 2020-12-01

- Performance improvements and bug fixes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*