Daily AI Acquires Whiteboard for Mortgage CRM Software


Daily AI, a mortgage lending solutions provider, has acquired Whiteboard CRM. Whiteboard provides a mortgage CRM built to accelerate lead management, partner relationships, team production and revenue growth.

“All of us at Daily AI are looking forward to partnering with Whiteboard,” says Spencer Dusebout, co-founder and CEO of Daily AI. “With the combined power of our sales, development, product, marketing and customer success teams, we believe we will be an unstoppable force in the mortgage lending industry to create automation and AI-driven products and services of significant value to our customers.”

“Whiteboard has developed strong client relationships in the mortgage lending industry since its inception in 2018,” states Kevin Ducey, former president and current strategic partner of Whiteboard CRM. “The Daily AI product represents a turning point for our industry regarding the capabilities it offers to originators and enterprises. We’re excited to start operating as a combined company and provide this value to Whiteboard customers.”

Daily AI was co-founded in 2019 by Spencer Dusebout.

“Our approach at Daily AI is to partner closely with our customers to create high-value solutions that increase ROI,” adds Spencer. “As a result, Daily AI has become the trusted partner of lending enterprises, brokerages, and top-producing loan officer teams who are competing and winning in today’s market.”

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