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.

2 Reviews
2 Reviews
2 Reviews

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

Showcase

Reviews

  • Josh

    Branch Manager / Loan Officer

    Coast 2 Coast

    Loretta & Chris were in charge of my on-boarding with Aidium and I could not have asked for anyone better to help me. She stayed on schedule, on task, and addressed any needs I had. I will definitely recommend Aidium to my fellow mortgage brokers.

    Published On: February 7, 2025

  • Ryan

    President

    NEO Home Loans, powered by Better

    Aidium has been a game changer for our team. After trying multiple CRM solutions, it’s the only platform that has successfully adapted to the needs of all our Mortgage Advisors while also meeting our enterprise requirements. In an industry where most high performers want their own solution, our team really appreciates the level of customization and flexibility it offers, allowing them to tailor their workflows for maximum efficiency.

    From an enterprise perspective, Aidium delivers on every front—from industry-leading reporting and AI-driven insights to seamless compliance and enterprise-wide marketing campaign management. Our executive team values its robust reporting capabilities, while our marketing team has seen a transformational impact by being able to automate workflows, manage branding, and identify high-intent contacts that would have otherwise been missed.

    Beyond the technology itself, the support team is top-notch—always quick to respond and truly invested in our success. Aidium has not only streamlined our operations but has also empowered our Mortgage Advisors and marketing teams like never before. We can’t recommend it enough!

    Published On: January 27, 2025

Integrations

CRM
LOS

Encompass
LendingPad

POS

Other

Zillow
Arive
LendingTree
Redfin

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