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Whiteboard CRM Employee Directory

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.

Find Whiteboard CRM employees' phone numbers or email addresses

Whiteboard CRM Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Whiteboard CRM's Leadership

  • President at Whiteboard CRM
    D. B.
    President
    Mobile Phone
  • Customer Success Manager at Whiteboard CRM
    B. D.
    Customer Success Manager
    Mobile Phone
  • Customer Success Manager at Whiteboard CRM
    L. L.
    Customer Success Manager
    Mobile Phone
  • Customer Success at Whiteboard CRM
    C. P.
    Customer Success
    Mobile Phone
  • Laborer at Whiteboard CRM
    Z. H.
    Laborer
    Mobile Phone

Whiteboard CRM Employee Metrics

100%
50%
0%
2026
2025
  • Customer Success
  • Other

Contact profiles from Whiteboard CRM

Name
Title
Contact
Location
Last Update
  • President at Whiteboard CRM
    D. B.
    President
    Mobile Phone
    Oct 18, 2024
  • Customer Success Manager at Whiteboard CRM
    B. D.
    Customer Success Manager
    Mobile Phone
    Oct 23, 2024
  • Customer Success Manager at Whiteboard CRM
    L. L.
    Customer Success Manager
    Mobile Phone
    Oct 16, 2024
  • Customer Success at Whiteboard CRM
    C. P.
    Customer Success
    Mobile Phone
    Oct 16, 2024
  • Laborer at Whiteboard CRM
    Z. H.
    Laborer
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Whiteboard CRM known for?

Minus sign iconPlus sign iconWhiteboard CRM was founded in 2014 and operates in the Software Development industry. You can contact Whiteboard CRM's main corporate office by phone at
+1-866-333-****
. Explore Whiteboard CRM's company overview page for more information.

What is Whiteboard CRM's most common email format?

Minus sign iconPlus sign iconWhiteboard CRM employees' email format typically follows the pattern of Last@whiteboardcrm.com. Trying to find reliable and up-to-date employee contact data? Find more Whiteboard CRM email formats with LeadIQ.

How many employees does Whiteboard CRM have currently?

Minus sign iconPlus sign iconWhiteboard CRM has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Whiteboard CRM's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Whiteboard CRM's key employees include:

  • President: D. B.
  • Customer Success Manager: B. D.
  • Customer Success Manager: L. L.
  • Customer Success: C. P.
  • Laborer: Z. H.

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