Daily AI
“Can an AI-native CRM become the operating system for mortgage loan originators?”
IndustryVertical SaaS / Mortgage
The story
Daily AI is a vertical SaaS company building an intelligent CRM, sales automation, and marketing suite for mortgage lenders and loan originators. Its expansion strategy has centered on consolidating the mortgage CRM category, including the acquisition of Whiteboard CRM. The product is not itself a fintech/lender — it sells software to mortgage professionals.
Last 12 months
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Product timeline
2022
Daily AI acquired Whiteboard CRM to expand its mortgage-focused CRM footprint.· acquisition
Acquisitions
The stack
0 layers disclosed in Daily AI’s embedded-finance stack
Accounting gap: none