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Whiteboard CRM
What Does Whiteboard CRM Do?
Whiteboard CRM, often referred to as 'The Mortgage CRM', is a leading customer relationship management (CRM) platform specifically designed for the mortgage industry. It aims to help loan officers and mortgage professionals streamline their workflows, manage leads, automate communication, and ultimately close more loans. The platform provides tools for pipeline management, marketing automation, and partner relationship management, built by mortgage industry veterans for mortgage professionals.
Where Is Whiteboard CRM's Headquarters?
HQ Function
The headquarters serves as the central hub for core operations, including product development, software engineering, sales, marketing, customer support, and executive leadership for the Whiteboard CRM platform.
Notable Features:
Located in downtown Oklahoma City, offering modern office amenities within a commercial business district. Specific unique architectural highlights are not prominently publicized.
Work Culture:
Recognized as a 'Top Workplace' in Oklahoma, Whiteboard CRM likely fosters a positive, collaborative, and innovative work environment. As a tech company in the fintech space, the culture probably emphasizes customer success, technological advancement, and teamwork.
HQ Significance:
The Oklahoma City headquarters is significant as it grounds the company in a growing tech hub and serves as the command center for developing and distributing a leading CRM solution tailored to the US mortgage market.
Values Reflected in HQ: The 'Top Workplace' award suggests values like employee well-being, positive company culture, and strong leadership. Their focus on the mortgage industry reflects a commitment to specialized service, expertise, and solving industry-specific challenges.
Location:
Whiteboard CRM primarily focuses on the United States mortgage market. Its platform and services are tailored to the needs of US-based loan officers and mortgage companies. While its digital platform is accessible online, its core business operations, client base, and support structures are concentrated within the USA.
Street Address:
119 N Robinson Ave Suite 520
City:
Oklahoma City
State/Province:
OK
Country:
USA
Where Else Does Whiteboard CRM Operate Around the World?
N/A - Primarily one central office
Address: N/A
Focus on nationwide US market coverage through its main office and potentially distributed team members, rather than multiple physical branch offices.
Buying Intent Signals for Whiteboard CRM
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Whiteboard CRM? Meet the Executive Team
As of April 2025, Whiteboard CRM' leadership includes:
Who's Investing in Whiteboard CRM?
Whiteboard CRM has been backed by several prominent investors over the years, including:
What Leadership Changes Has Whiteboard CRM Seen Recently?
In the past 12 months, a key executive change involved the departure of the Chief Operating Officer. Public announcements regarding new executive hires during this period are limited.
Departures
What Technology (Tech Stack) Is Used byWhiteboard CRM?
Discover the tools Whiteboard CRM uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Whiteboard CRM Email Formats and Examples
Whiteboard CRM likely uses common professional email formats for its employees. Based on standard industry practices for companies of its type, email addresses would typically be associated with their domain 'getwhiteboard.com'.
[first].[last]@getwhiteboard.com or [first_initial][last]@getwhiteboard.com
Format
example: brian.madocks@getwhiteboard.com or bmadocks@getwhiteboard.com
Example
80%
Success rate
What's the Latest News About Whiteboard CRM?
Whiteboard CRM Blog • November 1, 2023
Whiteboard CRM Recognized as a Top Workplace in Oklahoma for 2023
Whiteboard CRM announced it was named one of the Top Workplaces in Oklahoma for 2023 by The Oklahoman. This recognition highlights the company's commitment to a positive work environment and employee satisfaction within the small business category (50-149 employees)....more
PR Newswire • September 27, 2022
Whiteboard CRM Announces Integration With MobilityRE
Whiteboard CRM announced an integration with MobilityRE, a provider of mobile-first technology solutions for real estate and mortgage professionals. This partnership aims to enhance the capabilities available to their mutual customers....more
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