\Whiteboard CRM is a SaaS provider that offers CRM software designed specifically for the mortgage industry. Founded in 2014 and headquartered in Oklahoma City, OK, the company has quickly gained traction, attracting top loan originators as clients. The company's slogan, "The Mortgage CRM built exclusively for Mortgage Professionals," reflects its niche focus. WHITEBOARDCRM's unique selling proposition lies in its ability to help loan originators close more deals, foster stronger relationships, and boost referrals through automated client communication. The company recently secured a $2.50M Series A investment on 13 September 2018 from SeedStep Angels and i2E. With the clear market demand for specialized CRM solutions in the mortgage sector, Whiteboard CRM's growth potential appears promising. Its commitment to customizing solutions for the mortgage industry could position it for success in the long run. To learn more about their product, visit www.whiteboardcrm.com.
Whiteboard CRM
The Mortgage CRM built exclusively for Mortgage Professionals
Oklahoma City, United States
11-50 employees
Series A
Total: $2.50M
Information Technology, SaaS
General Information
Oklahoma City, United States
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United States Market
Information Technology
About Whiteboard CRM
Business keywords: Mortgage CRM, SaaS provider, CRM software, Mortgage industry, Loan origination, Client relationships, Referral generation, Customer partnerships, Sales automation, Customer management, Lead nurturing, Business growth, Oklahoma City, Client communication, Digital marketing
Funding Rounds & Investors (1)
View All| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Series A | $2.50M | 2 |
|
13 Sep 2018 |
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FAQ About Whiteboard CRM
Source: BounceWatch company record for Whiteboard CRM, https://bouncewatch.com/company/whiteboard-crm, updated 12 September 2024. When citing, please name BounceWatch and link this page.
