Whiteboard Technologies develops Whiteboard Mortgage CRM, a web-based customer relationship management SaaS product tailored to the mortgage loan industry. The product is powered by The Mortgage Playbook and allows mortgage loan officers to follow up on new leads while keeping borrowers and partners updated throughout the loan process. It enables lenders to leverage proven business strategies across their enterprise and to maintain sales, marketing, and follow-up campaigns while ensuring company-wide compliance. Founded in 2015 by CEO Brian Bomar and based in Oklahoma City, the company targets mortgage lenders as its primary market. Whiteboard plans to use the new funding to grow aggressively within the mortgage industry and to identify additional vertical markets to pursue. The company completed a $2.5M Series A to support that expansion.

Total raised

$3M

Funding rounds

1

Latest round

Series A

Latest activity

Oct 2018