Whiteboard CRM Review 2025 | Overview of Features and Pricing

What does Whiteboard / Aidum CRM do?

Whiteboard, now known as Aidium, isn’t your typical CRM. Designed specifically for the mortgage industry, it caters to loan officers, brokers, and entire teams. It goes beyond just managing contacts; it’s a growth engine for your business. 

Aidium boasts unique features like pre-built marketing campaigns and automated loan status alerts, freeing you to focus on what matters most—closing deals. But that’s just the tip of the iceberg. 

Let’s dive deeper and explore how Aidium can streamline your workflow and supercharge your mortgage business.

Key features of Whiteboard CRM

Whiteboard CRM offers a suite of features specifically designed to streamline the mortgage lending process and boost lead conversion. Here’s a closer look at some key areas:

Mortgage Lead Conversion

Whiteboard goes beyond basic contact storage. It tracks lead interactions, categorizes leads based on stage (inquiry, pre-qualified, etc.), and flags important follow-up dates. This process ensures no lead falls through the cracks.

You can connect various lead sources, which converts everything into one pipeline for easy management and automated follow-ups. This tool also comes with multiple communication channels. You can email your lead and then follow up on text as well. 

Your entire team has access to a shared pipeline where they can track progress and coordinate efforts. With multiple team members engaging with prospects, you can now monitor all their interactions conveniently in a single accessible platform.

Mortgage Automation

With Whiteboard, loan processing can be automated. Automate repetitive tasks like sending needs lists and status updates. Whiteboard’s pre-built workflows ensure consistency and free up valuable time for loan officers to focus on building relationships with clients.

You can also store and manage all loan documentation within the platform. Secure access and version control features eliminate lost paperwork and ensure everyone on the team works with the latest documents.

This tool also comes with automated communication workflows. Set up automated email or text triggers based on loan stage or borrower actions. This action keeps clients informed and reduces the workload of manual communication.

Mortgage Referrals

Whiteboard also comes with referral tracking management. Track referral sources and their contribution to your business. Whiteboard allows you to identify your most valuable partners and nurture those relationships.

Stay connected with referral partners through dedicated communication features within the CRM. Easily share updates, track referral progress, and foster stronger collaboration.

Gain insights into referral conversion rates, top-performing partners, and areas for improvement. This data helps you refine your referral strategy and maximize the benefits from your network.

Pricing plan

Whiteboard is sneaky with its pricing. The pricing for this CRM tool is nowhere to be mentioned on the website.

If you are interested in the software, you will have to contact the sales team for a demo, and then you may receive a quote. 

Is Whiteboard CRM Easy to Use?

Aidium boasts a clean and modern interface designed for ease of use. Information is well-organized, with clear menus and navigation. The interface goes beyond functionality with a visually appealing design that keeps users engaged. While the core layout is consistent, Aidium offers some level of customization for users to personalize their workspace for optimal efficiency.

Whiteboard designed the platform with the mortgage industry in mind. Workflows are intuitive and cater to the specific needs of loan officers, brokers, and teams. Aidium is known for its relatively short learning curve. Even users unfamiliar with CRMs can get up and running quickly with minimal training.

Aidium offers a structured onboarding process, including tutorials, guides, and potentially even live training sessions (depending on the specific subscription plan). 

Available Integrations

Whiteboard provides LOS integrations, but the following integrations are available with Aidium:

• Zapier
• Zillow
• Facebook
• Realtor.com
• Encompass
• Arrive

Whiteboard Customer Service

There are two ways to contact support: 

• Contact form
• Phone Number

Apart from this, there are a few self-help resources available. There haven’t been many complaints about the customer service, so it can be said that it is fairly good.

Which Companies Work with Whiteboard

Some of the popular companies that work with Whiteboard are:

• Fairway
• Caliber Home Loans
• NationStar Mortgage
• PNC
• Prime Lending

Suitability Assessment

In my Whiteboard review, I have identified who should and should not choose Whiteboard:

Choose Whiteboard if:

• Your Business is Mortgage-Specific: Whiteboard is built specifically for the mortgage industry with features tailored to loan officers, brokers, and teams. 
• You Focus on Lead Conversion: Whiteboard excels at lead nurturing and conversion with targeted tracking, communication tools, and insightful analytics. 
• You Value Collaboration: Whiteboard fosters teamwork with features like team-based texting and centralized document storage. 
• You Want Scalable Growth: Whether you’re a solo loan officer or a growing team, Whiteboard’s scalable plans can accommodate your needs and grow with your business.

Avoid Whiteboard if:

• You Need a Highly Customizable CRM: While Whiteboard offers some customization options, it might not be ideal if you require a highly tailored platform.
• Your Team Lacks Technical Expertise: While Whiteboard is known for its user-friendliness, some technical know-how might be helpful for navigating the platform and utilizing its full potential.
• You Don’t Deal with Mortgages: Whiteboard’s industry-specific features won’t be beneficial if your business isn’t in the mortgage lending industry. Consider a general CRM solution if your needs are broader.