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Insights

Mortgage niche Whiteboard CRM specializes in mortgage industry CRM, indicating a focused target market for cross-sell of mortgage-specific features, integrations, and compliant workflows to loan originators and mortgage brokers.

Acquisition history News of Daily AI acquiring Whiteboard CRM suggests potential for partnership or competitive consolidation; sales teams can explore transitions, migration services, or Upsell to customers during integration efforts.

Growth signals Described as fast-growing with 11-50 employees and revenue in the low seven figures; potential upsell opportunities as customers scale, expand product usage, or require larger deployment and premium support.

Technology stack Stack includes AWS, React, PHP, and modern integrations; opportunities exist to propose add-ons, data analytics, or API-driven integrations with core mortgage systems and HubSpot content hub for marketing automation.

Funding and reach With $2.5M in funding and a national client base among top loan originators, there is room to target enterprise-level features, compliance tooling, and partner programs to accelerate adoption among mid-market lenders.

Whiteboard CRM Tech Stack

Whiteboard CRM uses 8 technology products and services including Amazon Web Services, HubSpot Content Hub, Twemoji, and more. Explore Whiteboard CRM's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • HubSpot Content Hub
    Content Management System
  • Twemoji
    Font Scripts
  • React
    Javascript Frameworks
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • OpenSSL
    Web Server Extensions
  • Twitter
    Widgets

Whiteboard CRM's Email Address Formats

Whiteboard CRM uses at least 1 format(s):
Whiteboard CRM Email FormatsExamplePercentage
Last@whiteboardcrm.comDoe@whiteboardcrm.com
100%

Frequently Asked Questions

Where is Whiteboard CRM's headquarters located?

Minus sign iconPlus sign iconWhiteboard CRM's main headquarters is located at 4801 Gaillardia Parkway Oklahoma City, Oklahoma 73142 United States. The company has employees across 1 continents, including North America.

What is Whiteboard CRM's phone number?

Minus sign iconPlus sign icon You can contact Whiteboard CRM's main corporate office by phone at
+1-866-333-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Whiteboard CRM's official website and social media links?

Minus sign iconPlus sign iconWhiteboard CRM's official website is whiteboardcrm.com and has social profiles on LinkedInCrunchbase.

What is Whiteboard CRM's NAICS code?

Minus sign iconPlus sign iconWhiteboard CRM's NAICS code is 5112 - Software Publishers.

How many employees does Whiteboard CRM have currently?

Minus sign iconPlus sign iconAs of May 2026, Whiteboard CRM has approximately 11 employees across 1 continents, including North America. Key team members include President: D. B.Customer Success Manager: B. D.Client Relationship Manager: G. G.. Explore Whiteboard CRM's employee directory with LeadIQ.

What industry does Whiteboard CRM belong to?

Minus sign iconPlus sign iconWhiteboard CRM operates in the Software Development industry.

What technology does Whiteboard CRM use?

Minus sign iconPlus sign iconWhiteboard CRM's tech stack includes Amazon Web ServicesHubSpot Content HubTwemojiReactPHPBootstrapOpenSSLTwitter.

What is Whiteboard CRM's email format?

Minus sign iconPlus sign iconWhiteboard CRM's email format typically follows the pattern of Last@whiteboardcrm.com. Find more Whiteboard CRM email formats with LeadIQ.

How much funding has Whiteboard CRM raised to date?

Minus sign iconPlus sign icon As of May 2026, Whiteboard CRM has raised $2.5M in funding. The last funding round occurred on Sep 13, 2018 for $2.5M.

When was Whiteboard CRM founded?

Minus sign iconPlus sign iconWhiteboard CRM was founded in 2014.
Whiteboard CRM logo

Whiteboard CRM

Software DevelopmentOklahoma, United States11-50 Employees

Whiteboard CRM is a software-as-a-service provider of customer relationship management software tailored for the mortgage industry. It operates as a division of Whiteboard Technology, LLC and is based in Oklahoma City, Oklahoma. The company counts a number of leading loan originators among its clients, reflecting a focus on sizable mortgage lending operations.

Its CRM is designed to help loan originators close more loans, build stronger relationships, and increase referrals by automating ongoing communications with contacts, clients, and partners. The organization is a small to mid-sized software business within the software development sector. In January 2022, Whiteboard CRM was acquired by Daily AI, a provider of intelligent solutions for mortgage lending.

Section iconCompany Overview

Headquarters
4801 Gaillardia Parkway Oklahoma City, Oklahoma 73142 United States
Phone number
+1-866-333-****
Website
whiteboardcrm.com
NAICS Code
5112 - Software Publishers
Founded
2014
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $2.5M

    Whiteboard CRM has raised a total of $2.5M of funding over 1 rounds. Their latest funding round was raised on Sep 13, 2018 in the amount of $2.5M.

  • $1M

    Whiteboard CRM's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $2.5M

    Whiteboard CRM has raised a total of $2.5M of funding over 1 rounds. Their latest funding round was raised on Sep 13, 2018 in the amount of $2.5M.

  • $1M

    Whiteboard CRM's revenue is estimated to be in the range of $1M

Company Leadership

  • Stylized image of a person
    D. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D.
    Customer Success Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. G.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. L.
    Customer Success Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Customer Success
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. P.
    Customer Success Coach
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. H.
    Laborer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Phone icon
    Mobile Phone

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