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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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Reporting & Unified Data

Transform the way you understand your mortgage business with Aidium's comprehensive reporting capabilities. Our dynamic dashboards and in-depth reports provide you with the intelligence you need to make data-driven decisions that enhance your services and propel your business forward.

Unify disparate data sources and unlock business analysis like never before with data warehousing.

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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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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.

Navigating the vast landscape of Mortgage CRM software can be challenging, especially with so many competent providers out there. These platforms vary in functionality, cost, user experience, customer support, and other crucial features. Therefore, before zeroing in on a provider, it's paramount to weigh your options, ensuring you select a system tailored to the unique demands of your operations.

In the mortgage industry, the choice of CRM is pivotal. It’s typical for companies to compare CRMs based on their features, pricing, security, and user-friendliness, usually assessed during a free trial - a common offering across major providers. Highlighted below are three central categories of Mortgage CRM solutions frequently considered: Traditional Mortgage CRM Providers, Contemporary Mortgage CRM Providers, and Collaborative CRM Tools. Dive into the comparison of these solutions, focusing on pricing, security, user experience, and distinct features.

Traditional Mortgage CRM Providers

• Total Expert
• Jungo
• SureFire

Generally, traditional Mortgage CRM systems encompass the likes of Total Expert, Jungo, and SureFire. These providers have made their mark in the mortgage landscape over the years, offering feature-rich platforms primarily tailored for mortgage businesses. While they support vast data inputs and offer impressive storage capabilities, their pricing often skews towards the higher end. Rooted deeply in the mortgage industry's history, their pricing models mirror their legacy, sometimes charging extra for additional users or more advanced features. Though packed with features, some users might find traditional CRM platforms a tad more complex, especially given their comprehensive set of functionalities.

Contemporary Mortgage CRM Solutions

• Aidium
• MortgageHub
• LoanMaster

Over the past decade or so, modern Mortgage CRM platforms like Aidium, MortgageHub, and LoanMaster have risen to the fore. These platforms are characteristically user-friendly, easy to deploy, and comparatively pocket-friendly. Even though pricing may vary, contemporary solutions are generally more cost-effective than their traditional counterparts. They aren’t just about the price; their robust security features, which include state-of-the-art encryption and multi-tier authentication, are commendable. Each platform has its nuances, but overall, they prioritize security, cost-effectiveness, and a user-friendly interface.

Collaborative CRM & Communication Tools

• MortgageChat
• DocShare
• LoanConnect

It's crucial to understand that these platforms, while sharing certain CRM characteristics, are not purely Mortgage CRM solutions. Their primary distinction lies in their collaborative nature. While on the face of it, they might seem akin to full-fledged CRM platforms, their primary focus is facilitating collaboration. Examples include MortgageChat, DocShare, and LoanConnect. Used by a plethora of individuals and businesses, they foster seamless document sharing and collaboration.

While these collaborative tools boast swift setup and affordability, their Achilles' heel often lies in security. They might not offer the rigorous security measures associated with specialized Mortgage CRM platforms. However, their free versions can be apt for specific scenarios. Still, for mortgage professionals dealing with sensitive, confidential data, relying solely on these tools might not be the wisest course. Their setups might lack the granular permission settings, thorough auditing features, watermarking, and other advanced security functionalities inherent in dedicated Mortgage CRM solutions. And while they excel for casual document sharing, they may not leave the professional impression a mortgage professional would want, especially when aiming to close deals or secure funds.

In summation, the choice of Mortgage CRM, be it Total Expert, Aidium, or MortgageChat, depends largely on the unique requirements and preferences of the mortgage business. It's not just about the features but also the trust, reliability, and professionalism they instill.
What is the value of a mortgage CRM?
In the vast landscape of the mortgage industry, technological evolution is the driving force behind a new era of efficiency and customer relationships. At the forefront of this revolution is Mortgage CRM Software. So, what is this software all about, and how is it redefining the way professionals in the mortgage world operate? Dive deep into this comprehensive guide and unravel the multifaceted world of Mortgage CRM.

6 Key Features of a Mortgage CRM

1. Mortgage Lead Management

A CRM is incomplete without a system that effectively captures, tracks, and nurtures leads. It should be capable of automatically sourcing leads from various channels, categorizing them based on their potential, and allocating them to the relevant teams.

2. Marketing Automation

With an abundance of leads, personalized communication becomes a challenge. Here, marketing automation steps in. From sending out tailored emails to specific segments to automating social media posts, a CRM should offer it all.

3. Referral Management

Referrals are gold in the mortgage world. A sound CRM system facilitates tracking these referrals, ensuring that each one is acknowledged and acted upon.

4. Integration Capabilities

Integration with other tools and platforms, like Aidium's direct integration with SimpleNexus, can enhance a CRM's efficiency manifold. This integration should be seamless, ensuring data flow without any glitches.

5. Reporting & Analytics

A mortgage CRM must provide comprehensive reports and analytics. This includes insights into lead conversion rates, client engagement levels, campaign effectiveness, and more. These data-driven insights can guide future strategies.

6. Referral Management

The mortgage industry is heavily regulated. A good CRM will have built-in compliance checks and reminders to ensure that all communications and transactions adhere to the necessary guidelines and regulations.

Why use a mortgage CRM?

Mortgage CRM software provides businesses a platform to seamlessly organize, track, and nurture potential clients, rendering old manual methods and basic contact management systems obsolete. With Mortgage CRM, the entire loan origination process, from lead capture to successful closures, is conducted more efficiently, regardless of geographical constraints.

In the mortgage industry, the CRM software is gradually becoming the gold standard, phasing out rudimentary contact management techniques. Traditional methods had their flaws, often proving laborious and lacking in streamlined client engagement. However, with the dawn of sophisticated digital tools and paramount data security measures, these outdated systems have met their match. Enter Mortgage CRM platforms like Aidium. They ensure not only that mortgage professionals can securely manage client relationships but also optimize their operations, irrespective of their location.

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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.