Aidium Mortgage CRM

Aidium is a cutting-edge Mortgage CRM and Reporting Suite built to power enterprises while keeping loan officers at the forefront. Easily customizable for every producer, Aidium's CRM delivers unmatched flexibility, and their advanced reporting tools are designed to supercharge your revenue growth.

About

Aidium offers a cutting-edge Mortgage CRM and Reporting Suite that are powerful enough for the enterprise yet designed with loan officers in mind.  Aidium works for every level of the mortgage business, from executives to top producers to new LOs. Built with a deep understanding of the industry’s challenges, Aidium offers unparalleled customization and ease-of-use, ensuring it adapts easily to each producer’s unique workflow. The CRM is designed to be powerful yet user-friendly. 

Aidium’s Unique CRM Offerings   

  • Mortgage Lead Conversion: Streamline lead management and boost closure rates.
  • Mortgage Automation: Automate repetitive communications and tasks.
  • Mortgage Marketing: Improve lead acquisition and client interaction strategies for higher conversion rates.
  • Mortgage Playbooks: Get automating fast with 60+ engaging, pre-built automation sequences that support workflows from lead generation to post-close relationship nurturing.
  • Mortgage Referrals: Enhance your referral network, incentivize sources, and cultivate premium leads.
  • Enterprise-Level Management: Mortgage executives—from CEO’s to Compliance to Marketing—can easily manage permissions and controls, create compliant, business-wide branded automations, and get full visibility into their business with a unified platform that works well for all their producers.
  • Excellent Customer Service: Look forward to highly-rated, 24/7 support—via phone call, email and live chat.

Aidium’s Reporting Suite – Comprehensive Reports to Know Your Numbers 

  • Out-of-the-Box Reporting: Get started with pre-configured reports.
  • Custom Reporting: Tailor reports to meet specific business needs.
  • Data Warehousing: Consolidate data for comprehensive analysis and insights.

Aidium prioritizes constant innovation, providing mortgage professionals the tools they need to stay ahead in a fast-paced industry. 

Main Categories

CRM
Sales

Sub Categories

  • Analytics
  • Data Services
  • Marketing Automation Software
  • Email Marketing
  • SMS Marketing

Industry Sectors


Reverse Mortgage
Mortgage Servicing Industry
Capital and Secondary Markets
Deposit Banks
Independent Mortgage Banks
Mortgage Brokers
Brokers
Individual
Wholesale Lender  
Credit Union
Enterprise
Regional Branch / Office

Products

  • Email & SMS Automations
  • Email & SMS One-offs
  • Two-way email and SMS
  • Referral Partner Marketing
  • Pre-made marketing content
  • Pipeline Management
  • Contact organization & management
  • Task Management & Automation
  • Out-of-the-Box Reporting
  • Custom Reporting
  • Data Warehousing
Company Information

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