Whiteboard CRM is now Aidium!  

Mortgage CRM software with intelligent automation

Mortgage Lead Conversion

Mortgage Automation

Mortgage Marketing

Mortgage Playbooks

Mortgage Referrals

Enterprise Management

Aidium is the best mortgage CRM software solution that offers a comprehensive set of tools specifically designed for mortgage professionals that are tailored to fit all of your needs.

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The best mortgage CRM for a loan officer in one dashboard

Mortgage Lead Conversion

Supercharge your loan origination process with Aidium's lead conversion software. As one of the most advanced mortgage lead management systems, it's designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Our mortgage lead software ensures that you never miss a lead again.

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Mortgage Automation

Aidium's Mortgage CRM automation is a game-changer for CRM for mortgage brokers. This tool streamlines your processes, improves client relationships, and enhances lead conversion rates through intelligent workflows and a data-driven strategy. Whether you're a mortgage lender or a mortgage broker, our CRM mortgage system is designed for you.

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Mortgage Marketing

Aidium's mortgage marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement. Our best-in-class solutions boost conversion rates, growing your loan portfolio, making us the best CRM for mortgage lenders and brokers alike.

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Out-of-the-Box Content

Aidium empowers loan officers by automating the creation of customized, compelling, and compliant marketing materials. Our mortgage broker CRM software resonates with your audience and produces quality leads, making it the best mortgage broker software for content creation.


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Mortgage Referrals

Aidium is a powerful tool for streamlining the loan officer referral process, known as one of the best CRM for mortgage brokers. It incentivizes and engages referral sources, ultimately increasing your pipeline with high-quality leads.

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Enterprise Management

Our CRM for mortgage brokers enables everyone on your team to see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place with our CRM software for mortgage brokers.

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Integrate with your favorite apps

Seamlessly integrate with your existing CRM for mortgage or suite of loan officer tools using our Zapier API integration. Whether you need a free mortgage CRM or mortgage database software, Aidium has you covered.

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Aidium and SimpleNexus synergize to revolutionize your mortgage experience. Harness the power of combined innovation for streamlined operations, enhanced engagement, and next-level closings.

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Aidium's integration with Maxa enhances mortgage marketing with exclusive templates, video editing, and AI-driven content writing, streamlining efficiency and maintaining brand consistency.

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Check out our glowing reviews of Aidium

"I really like how the milestones, tasks, and campaigns connect so I don't ever have to worry about losing a lead unless I want to."

Jared Plonski

Sales Manager, Movement Mortgage

"Aidium’s enterprise solution provides everything needed in a CRM: capability, flexibility and visibility.  The ability to set up workflows for all Loan Officers while allowing Top Producers to build custom content allows us to coach, train, and help Loan Officers do more business or make the business they have easier."

Ian Kimball

Executive Director of Strategy, Service First Mortgage

"There hasn’t been another CRM that I’ve seen in the industry that allows you to build your workflow from lead, to close, to nurture after close, like Aidium. The customization and capabilities of the system allows you to create your system the way you want!"

Jimmy White

Branch Manager, LeaderOne

Automate your data, scale your revenue

Protect Customer Data


Aidium's mortgage CRM solutions run in our best-in-class Google Cloud data centers, which are SOC2 compliant. With tools like mortgage lead management software, we ensure maximum efficiency and security.

Never Lose a Referral Again


Connect and track your leads directly to your nurture campaigns with our mortgage broker CRM system. Aidium ensures you never miss an opportunity to create referral partners.

Maximum Efficiency


Aidium's intelligent automations streamline mortgage initiation, origination, and post-close processes. This efficiency frees professionals to focus on relationship-building and closing deals.

Gain Leads for Life


Aidium offers industry-leading drip campaign templates, enhancing lead conversion rates for mortgage brokers. These tailored strategies allow for targeted outreach and sales growth.

Still have questions? We're here to help.

What is mortgage crm software?
A mortgage CRM (Customer Relationship Management) is specialized software designed specifically for the needs of those in the mortgage industry. At its core, a mortgage CRM system is a mortgage lead management system that helps organize, track, and nurture leads, from potential clients to existing ones. CRM mortgage software offers tools tailored for mortgage lenders, brokers and loan officers to streamline their sales and marketing efforts.

Having the best mortgage CRM can be a game-changer. Mortgage marketing software integrated within these CRM systems empowers professionals to automate marketing campaigns, keeping clients informed and engaged. With CRM solutions, tasks like sending out quotes, planning, and tracking leads become much simpler and more efficient.

CRM mortgage broker systems often come with features like mortgage lead software that helps in the management and tracking of potential clients. The database software within the CRM helps organize client data efficiently.

For those on a budget or just starting, there are free CRMs for mortgage brokers and free lead management softwares available. However, as your business grows, you might consider moving to the more costly and capable CRM solutions to harness advanced features.

Moreover, the mortgage marketing features in a CRM platform provides tools for targeted marketing campaigns, making them essential mortgage sales tools. These platforms are designed to optimize your marketing efforts to gain more qualified leads and referrals.

In summary, when someone asks, "What is mortgage CRM?", think of it as a comprehensive mortgage lead management software. It's the perfect fusion of broker software systems, mortgage sales CRM, and marketing software that enables mortgage professionals to offer their best service efficiently.

Whether you're seeking the best mortgage marketing automation software  or simply a robust mortgage planner CRM, understanding the significance and functionality of a CRM platform is crucial in today's digital age.
What is the best mortgage CRM?
Choosing the best mortgage CRM depends on the unique needs and preferences of brokers, lenders and loan officers. While there are numerous mortgage CRM solutions available, Aidium stands out as a leading option. As a full-suite mortgage CRM software, Aidium offers intelligent automation, which encompasses everything a loan officer may need in one dashboard:

Mortgage Lead Conversion: Efficiently transform potential leads into clients.
Mortgage Automation: Streamline mortgage-related tasks for faster processing.
Mortgage Marketing: With Aidium's mortgage marketing software, lead generation and client engagement are maximized. This best-in-class solution boosts conversion rates, expanding your loan portfolio.
Out-of-the-Box Content: Pre-configured, ready-to-use content designed to cater to a variety of mortgage needs.
Mortgage Referrals: Ensure that you never miss a chance to gain a referral.
Enterprise Management: Comprehensive tools for managing and overseeing larger mortgage operations.

For those that value integration capabilities, Aidium provides seamless compatibility with popular apps, ensuring a smooth transition if you already have another CRM solution in place or are using other loan officer tools. Aidium's Zapier API integration even supports both free mortgage CRM options and more comprehensive mortgage database software solutions.

Specialized integrations, like Aidium's partnerships with SimpleNexus and Maxa, further enrich the mortgage experience, from enhancing marketing strategies to streamlining advanced workflows.

The CRM's strong focus on security, efficient automation, and unparalleled drip campaign strategies are just a few more reasons why many consider Aidium as the top mortgage CRM solution. With its cloud-hosted environment that adapts to any device, Aidium ensures both accessibility and security, redefining the best mortgage CRM software experience.

In conclusion, while the best CRM is subjective to individual needs, Aidium certainly offers a comprehensive suite of tools tailored for mortgage professionals. If you're seeking a modern, integrated, and efficient mortgage CRM system, consider giving Aidium a try.

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Use Aidium on any device in any location

Our mortgage CRM software is more than a tool—it's the ultimate mortgage CRM system that redefines the way you manage your mortgage operations. With modern cloud hosting that adapts to any device, Aidium offers unrivaled accessibility, functionality, and security as the best mortgage CRM software.

Connect, collaborate, and conquer your mortgage goals with Aidium – anytime, anywhere, on any device. This is the future of CRM for mortgage lenders, mortgage sales tools, and mortgage CRM for loan officers.