Whiteboard Technologies, an Oklahoma City-based creator of Whiteboard Mortgage CRM, a web-based customer relations management tool for the mortgage loan industry, raised $2.5m in Series A funding.
The round was led by i2E, which invested $1.25m through the i2E-managed Oklahoma Seed Capital, and another $250k through the Oklahoma Angel Fund, SeedStep Angels, and other angel investors.
The company intends to use the funds to start growing aggressively, both inside the mortgage industry while identifying some additional key vertical markets to focus on.
Founded in 2015 by Brian Bomar, CEO, Whiteboard Technologies produces an innovative Software-as-a-Service (SaaS) product known as Whiteboard Mortgage CRM, designed specifically for the mortgage loan industry.
Powered by The Mortgage PlaybookTM, the product allows mortgage loan officers to follow up on new leads and keep borrowers and partners updated throughout the loan process.
The technology allows lenders to leverage proven business strategies across their entire enterprise, maintain all sales, marketing, and follow-up campaigns and ensure compliance company-wide.