Whiteboard Technology

Whiteboard CRM is a specialized customer relationship management (CRM) software designed specifically for mortgage professionals. The company operates in the mortgage industry, serving loan officers, mortgage brokers, and branch managers who aim to build stronger relationships with clients and referral partners. Whiteboard CRM's business model revolves around providing a subscription-based software solution that integrates seamlessly into the daily operations of mortgage professionals. The software offers features such as lead tracking, client communication, and team collaboration tools, all accessible via a mobile app to ensure on-the-go connectivity.

Whiteboard CRM generates revenue through subscription fees, offering various pricing tiers based on the size and needs of the client. The company stands out in the market by emphasizing exceptional customer service, avoiding the faceless international call centers that many competitors use. Instead, Whiteboard CRM focuses on a personal touch, aligning its vision of client care with that of its users.

Named one of the most innovative companies by HousingWire Tech100 for three consecutive years, Whiteboard CRM continues to set the standard for CRM solutions in the mortgage industry.

Keywords: mortgage CRM, loan officers, client relationships, referral partners, lead tracking, team collaboration, mobile app, subscription-based, customer service, HousingWire Tech100.