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
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
Location: United States, Oklahoma, Oklahoma City
Employees: 11-50
Phone: +1 866-333-6311
Founded date: 2014
Investors 1
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Mentions in press and media 3
| Date | Title | Description |
| 02.04.2024 | Aidium Mortgage CRM Pulls In $19M Series A | BOULDER, CO, Aidium Mortgage CRM is thrilled to announce the successful closure of its $19 million Series A funding round. >> Click here for more funding data on Aidium Mortgage CRM >> To export Aidium Mortgage CRM funding d... |
| 02.04.2024 | Aidium Mortgage CRM raises $19M in Series A funding | Mortgage technology company Aidium Mortgage CRM has closed a $19 million Series A funding round, led by growth equity firm PeakSpan Capital. Boulder, Colorado-based Aidium offers originators a customer relationship management platform that ... |
| 01.10.2018 | Daily funding roundup - October 1st, 2018 | Re:Store raises $1.7M; Whiteboard Technologies raises $2.5M; Meatable raises $3.5M Re:Store: Re:Store allows small brands to pay a monthly fee to sell their products in a shared storefront, as well as offers them inventory services and a co... |