Whiteboard Software LLC is a mortgage CRM company based in Edmond, OK. Their bespoke suite of tools, designed by mortgage experts for mortgage professionals, addresses the unique challenges of the mortgage industry using data intelligence and AI. With features such as mortgage lead conversion, automation, marketing, referrals, and enterprise management, their CRM software provides everything needed to streamline processes, improve client engagement, and drive business growth. Additionally, Whiteboard Software offers powerful data leveraging capabilities, including data studio, reporting analytics, and a data warehouse, to enhance decision-making and propel mortgage brokerages to new heights.
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