Why appraisers need a personal CRM
Lender and AMC orders come and go, and the steady, better-paying private work (estates, divorces, tax appeals, pre-listing) comes from attorneys, CPAs, agents and past clients who remember you. Those relationships live in your inbox, your phone and your memory. A personal CRM keeps the people, what they told you and when to follow up in one place on your iPhone.
What appraisers keep in BlackBook
- Lender and AMC contacts, and when to check back about their panel
- Estate, divorce and probate attorneys, CPAs and planners who refer private work
- Real estate agents and homeowners who ordered pre-listing or private appraisals
- Fellow appraisers, supervisors and trainees in your network
- Birthdays, new babies and milestones people mention
- Pulse, which suggests who to reach out to next from your notes, history and reminders
Not appraisal software, and not for assignment files
BlackBook is for your own relationship notes. Keep assignment details, borrower and client information, and workfiles in your appraisal software and the systems your clients require, and follow USPAP’s confidentiality rules.
Private by design
There’s no account or login. Your notes live on your iPhone and in your own private iCloud, there are no ad SDKs, and your data is never sold. Start free with the 25 referral sources that matter most to your business.
More on this: how to remember details about people, a personal CRM for real estate agents, and a personal CRM for mortgage loan officers.
BlackBook facts
- Platform: iPhone, iOS 17.6 or later
- Price: free download; optional BlackBook Pro subscription (prices shown in the app)
- Free plan: 25 people, 2 notes per person, 30 days of interaction history
- Pro: optional subscription with VIP reminders and insights, relationship notes with tags, duplicate detection, BlackBook AI
- AI: on-device via Apple Intelligence (Pro, iOS 26, compatible iPhone)
- Privacy: data lives on your iPhone and in your private iCloud, no account, no ad SDKs, data never sold
- Developer: Preston Earnest / Earnestly Studios LLC
Frequently asked questions
Is BlackBook appraisal software?
No. BlackBook doesn’t do forms, comps, reports or workfiles. Keep assignment details, borrower and client information, and your workfiles in your appraisal software and the systems your clients require, and follow USPAP’s confidentiality rules. BlackBook is for your personal relationship notes.
Who do appraisers keep in BlackBook?
Lender and AMC contacts, estate, divorce and probate attorneys, CPAs and financial planners, real estate agents, homeowners who ordered private appraisals, fellow appraisers and supervisors, and the people who referred work to you.
How does it help me get more private work?
Write down who sends you work, what they asked for and when to check in, and set a reminder. Pulse suggests who to reach out to next, so the attorney or CPA who sent you a job last spring hears from you before they call someone else.
Is my data private?
BlackBook needs no account. Your people and notes live on your iPhone and in your own private iCloud, not on a BlackBook server. There are no ad SDKs, and your data is never sold.
Is BlackBook free?
BlackBook is free to download with a free plan of 25 people, two notes per person and 30 days of interaction history. BlackBook Pro is an optional subscription: in the US it’s $4.99 a month or $29.99 a year, and the annual plan includes a 1-week free trial. Prices are shown in the app.
What iPhones does it run on?
BlackBook requires iOS 17.6 or later. On iOS 26 with a compatible iPhone, BlackBook Pro adds on-device Apple Intelligence features.
Keep every lender, attorney and referral source close.
BlackBook is free to download for iPhone (iOS 17.6+). Start with 25 people, no account needed.
Get BlackBook – Personal CRM