Whiteboard CRM Employee Directory

Software DevelopmentUnited States11-50 Employees

WHITEBOARD CRM (a division of Whiteboard Technology, LLC.) is a fast-growing SaaS provider of CRM software specifically created for the mortgage industry. Based in Oklahoma City, OK, our clients include many of the nation's top loan originators.

At WHITEBOARDCRM, our industry impact comes from our belief that successful businesses are built on solid customer partnerships and client relationships. Our mortgage-specific CRM helps loan originators close more loans, create better relationships, and increase referrals by automatically staying in touch with contacts, clients, and partners. See more of the product at: www.whiteboardcrm.com

Find Whiteboard CRM employees' phone numbers or email addresses

Whiteboard CRM Global Highlights

North America
10

United States Of America
10

Whiteboard CRM's Leadership

D. B.
President
Mobile Phone
Email
B. D.
Customer Success Manager
Mobile Phone
Email
G. G.
Client Relationship Manager
Mobile Phone
Email
L. L.
Customer Success Manager
Mobile Phone
Email
C. P.
Customer Success
Mobile Phone
Email
S. P.
Customer Success Coach
Mobile Phone
Email
Z. H.
Laborer
Mobile Phone
Email
D. W.
Mobile Phone
Email

Contact profiles from Whiteboard CRM

Name

Title

Contact Info

Location

Last Update

D. B.
President
Mobile Phone
Email
Oct 18, 2024
B. D.
Customer Success Manager
Mobile Phone
Email
Oct 23, 2024
G. G.
Client Relationship Manager
Mobile Phone
Email
United StatesOklahoma
Apr 26, 2025
L. L.
Customer Success Manager
Mobile Phone
Email
Oct 16, 2024
C. P.
Customer Success
Mobile Phone
Email
Oct 16, 2024
S. P.
Customer Success Coach
Mobile Phone
Email
United StatesKansas
Oct 21, 2024
Z. H.
Laborer
Mobile Phone
Email
Oct 23, 2024
D. W.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Whiteboard CRM known for?

Whiteboard CRM was founded in 2014 operates in the Software Development industry. The company's main headquarters is located in 4801 Gaillardia Pkwy, Oklahoma City, Oklahoma 73142, US; you can contact the 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?

Whiteboard CRM employees' email format typically follows the pattern of . 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?

Whiteboard CRM has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Whiteboard CRM's key employees and leadership?

As of October 2025, Whiteboard CRM's key employees include:

President: D. B.
Customer Success Manager: B. D.
Client Relationship Manager: G. G.
Customer Success Manager: L. L.
Customer Success: C. P.

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