Aidium Mortgage CRM

Aidium is an enterprise-grade mortgage CRM platform that is powerful enough for enterprise leaders, yet designed with loan officers in mind. Aidium satisfies the different needs of everyone, unifying your team and data on one, comprehensive sales platform, and eliminating the need for multiple CRMs. Get unparalleled customization and ease-of-use, combined with powerful tools for marketing, sales and compliance leaders. Trusted by companies like Rapid Mortgage, Better, Lower and Service First Mortgage. 

Core CRM Offerings   

• Automations: Build and manage powerful automations for your organization with an enterprise-grade automation toolkit. Give Top Producers the tools to create custom automations.
• Pipeline Management: Help LOs stay organized on track with customizable, easy-to-use pipelines.
• Communications: Keep all your communications in one place, including SMS, emails, and an in-app dialer. Includes compliant two-way messaging across channels.
• Task Management: Automate task creation and assignment and manage to-dos at scale—so nothing slips through the cracks.
• Team-Level Customization: Empower teams to customize pipelines, workflows, automations, fields, and tags—while maintaining enterprise control.
• Enterprise Management and Compliance: Easily manage permissions and roles, manage automations for the enterprise, and stay compliant with ever-changing regulations.
• 24/7 Customer Support: Highly rated support via phone, email, and live chat—available around the clock.

Marketing Offerings

• Automation Playbooks: Get automating fast with 80+ proven automation sequences that support workflows from lead generation to post-close relationship nurturing.
• Out-of-the-Box Co-Marketing: Strengthen referral partnerships with thoughtfully designed co-marketing flyers, forms and sites.
• Lead Capture and Landing Pages: Create lead capture forms and landing pages right in Aidium. Forms are easy to embed and store TCPA consent automatically.
• Canva Integration: The industry-leading design platform, natively integrated with your favorite CRM. Easily create flyers, videos and more, with AI, and manage your brand with Canva + Aidium.
• Marketing Analytics: Measure campaign performance and uncover optimization opportunities with an easy-to-use dashboard.

AI, Reporting and Data Offerings 

• AI Propensity Modeling: Identify high-intent leads by predicting purchase and refinance readiness, helping loan officers focus their time on the best opportunities.
• AI Driven Personas: Get AI-driven recommendations for segmenting your database to launch smarter, more personalized campaigns.
• Agents: A fleet of personal assistants built into Aidium that help your LOs save time and stay on top of their relationships.
• Out-of-the-Box Reporting: Know your numbers with a wide array of ready-made reports for executives and loan officers.
• Custom Reporting: Let Aidium build tailored reports that meet your specific business needs.
• Data Warehousing: Consolidate data from across your tech stack for comprehensive analysis and insights.

Aidium innovates fast—we are constantly evolving to give mortgage teams the tools they need to outperform and outpace the market.

Case Studies

• CRM Adoption: NEO Home Loans
• AI Implementation: NEO Home Loans
• CRM Usage: Catalyst Mortgage