Velocify is a sales software that helps companies accelerate sales performance and improve efficiency.
Contact for pricing
Best Whiteboard CRM Alternatives ranked by AI · updated Aug 2026
Whiteboard CRM is a mortgage CRM for loan officers, mortgage brokers, and lending teams. It provides contact and pipeline management, automated campaigns, referral-partner tracking, and integrations with mortgage technology systems.
Top 6 Whiteboard CRM alternatives
Shape is a CRM and sales engagement platform used by mortgage lenders, brokers, and other lead-driven teams. It combines lead distribution, calling...
Pros
- Lead routing and built-in communication tools can improve speed-to-lead versus Surefire
- Combines CRM, calling, texting, and automation in one workspace
- Useful for teams managing high volumes of inbound mortgage leads
Cons
- Mortgage marketing and compliance content are less specialized than Surefire
- May require more configuration to match mortgage-specific processes
- Public pricing and packaging are not transparent
BrokerStorm is a customer relationship management and marketing platform for mortgage brokers and loan officers. It supports lead management, borrower communications, referral-partner...
Pros
- Built specifically around mortgage-broker workflows
- Combines CRM functions with borrower and referral-partner marketing
- Supports automated follow-up and lead nurturing
Cons
- Less widely adopted than Salesforce-based mortgage CRMs
- Pricing is not clearly published
- May offer fewer third-party integrations than larger platforms
4
Jungo
Jungo
Jungo is a mortgage CRM built on Salesforce for loan officers, mortgage brokers, and lending organizations. It provides borrower and referral-partner management,...
Pros
- Salesforce foundation provides deeper customization than Surefire
- Strong tools for managing both borrowers and referral partners
- Extensive reporting and workflow options for growing lending teams
Cons
- Implementation and administration are more demanding than Surefire
- Salesforce-related costs can make the total price substantially higher
- Requires more technical expertise for advanced customization
5
Aidium
Aidium
Aidium is a mortgage CRM and marketing automation platform for loan officers, brokers, and lending teams. It focuses on lead conversion, automated...
Pros
- Modern automation and pipeline tools are well suited to high-volume lead follow-up
- Combines borrower and referral-partner engagement in one mortgage-focused platform
- Generally more streamlined for sales teams than Salesforce-based CRMs
Cons
- Public pricing information is limited
- Its automation depth can require careful setup and ongoing maintenance
- May offer less ecosystem flexibility than Jungo
6
BNTouch
BNTouch
BNTouch is a mortgage CRM and marketing platform for mortgage brokers, loan officers, and lenders. It includes contact management, borrower portals, campaign...
Pros
- Provides mortgage-specific CRM, marketing, and borrower portal features in one system
- Often more accessible for brokerages than enterprise platforms such as Total Expert
- Includes tools for referral-partner marketing and loan officer productivity
Cons
- User experience can feel less polished than newer mortgage CRM platforms
- Advanced reporting and integrations may be less flexible than Jungo
- Feature availability and limits vary by plan
From $148/mo
How good are these alternatives?
Your feedback helps us improve the AI rankings.
✅ Thanks for your feedback!
Know a better alternative? 🙌
Suggest a product and our AI will verify it's a real alternative to Whiteboard CRM before adding it to the list.