Aidium Agents:
Intelligent suggestions that put you in control
Aidium Agents bring the power of your CRM to you—offering timely prompts and carrying out approved actions so loan officers can focus on relationships, not screens.
Request a Demo
Is your CRM working for you? Or are you working for it?
Aidium Agents bring recommendations of smart next steps to you...
and execute CRM actions based on your response.
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Agents work for you, so you can focus on relationships.
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Explore the library of Aidium Agents
Build your own agents in Aidium or choose from the library of expert-made Aidium Agents below. Unlike standard automations, agents require user input to continue with tasks. Let agents surface smart opportunities, while keeping you in control. Save time and never miss a beat.
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Funded Review Request
When a client closes, asks if you'd like to add them to a request for review automation.
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Abandoned Application
Offers to send follow-up communications for specific abandoned applications.
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Failed Credit Check
Offers to set a reminder to call a contact if they fail a credit check.
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Loan Anniversary Referral
On a contact’s loan anniversary, asks if you'd like to send them an anniversary message and request for referrals.
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Idle Client
Offers to reach out to client if there's been no progress in a set amount of days.
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Veteran Client
If a client is a veteran, asks if you'd like to send them information about VA loan programs.
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Failed Loan Application
If a contact’s loan application fails, asks if you’d like to reach out to set up a call.
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Home Equity Alert
If Aidium Intelligence detects that a client’s equity is more than a certain amount, asks if you’d like to reach out.
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Change of Address
If Aidium Intelligence detects a change of address, asks if you’d like to set a reminder to call them.
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Aidium Intelligence Score
When Aidium Intelligence identifies a high propensity-to-transact contact, asks if you'd like a reminder to call.
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Refinance Opportunity
When interest rates drop below a contact's mortgage rate, asks if you'd like to reach out about refinancing.
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Cross Sell Listing
When a contact lists a property, asks if you'd like to reach out regarding future transactions.
How Aidium Agents work
Whether you’re starting with an Aidium-created agent, or building your own, this is how agents work. Agents surface smart, contextual prompts to users, such as approving communications, follow-ups, or marketing actions. If told to continue, agents can perform a single action or sequences of actions.
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Agent monitors your database
Review agent monitors your transaction pipeline for changes
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Trigger event occurs
Deal is moved to "Loan Funded" column
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Agent alerts LO, asks for input
"I saw one of your loans is now funded. Would you like me to send a request for review email to the primary contact for you?"
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Agent does not act
Agent stops sequence of actions from continuing
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Agent executes actions
Agents carries out recommended actions for you
Actions
Actions agents can perform for you
Aidium Agents are capable of performing all sorts of actions—from sending communications to performing CRM actions on your behalf. Explore actions that agents can take for you below.
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Send SMS
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Send email
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Apply tags
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Remove tags
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Add to automation
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Create task
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Update status
By Role
Agents for every role
Aidium agents help both loan officers and enterprise mortgage leaders save time, work smarter and close more loans. See what agents can do for you.
Loan officers
Save time, boost efficiency and never miss a follow-up. Agents let you focus on what you do best — human relationships.
Mortgage sales leaders
Helping your LOs close more loans has never been easier. Agents ensure your teams never miss an opportunity.
Mortgage marketing leaders
Offer timely marketing tips and suggestions to producers and support marketing efforts across your enterprise.
Custom Agents
Build your own custom agents in a snap
Create your own custom agents—without coding or expert skills. Built right into our intuitive automation builder, our Agents Builder lets you create agents tailored to your business. Specify alert triggers and recipients, as well as agent messages and actions. Build one agent, or build a library.
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Simple, no-code builder
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Templates to get started
Build custom agents in minutes
Enterprise Agent Management
Create and control agents across branches and teams
Create a library of agents tailored to your company, then deploy and manage them easily. Enterprise Agent Management offers two modes of distribution to teams—use 'Copy' mode to allow team to turn on/off and edit agents, or 'Control' mode to activate mandatory agents for teams.
Benefits
How agents help your enterprise level up
Boost CRM Adoption
Aidium Agents increase CRM adoption by bringing timely suggestions directly to loan officers—no navigation required. By surfacing helpful CRM features and completing tasks on their behalf, Agents help users get more value from Aidium, with less effort.
Free up time for human relationships
Reduce the manual workload for your loan officers with agents that handle routine tasks and surface next best actions. The result? More time for building relationships, less time lost to task management.
See the full value of your CRM
The only thing worse than low CRM adoption? CRM underutilization. Aidium Agents bring smart suggestions and action directly to your producers, so they can get full value out of Aidium without lifting a finger (or even logging in).
Coach your producers at scale
It’s now easier than ever to coach your LOs and help them level up. Turn on pre-built Aidium Agents or build your own to suggest smart next steps to your loan officers that help them turn more leads into transactions.
Resources
Learn more about agents and agentic AI
AI is transforming the way mortgage enterprises work. Are you keeping up? Below are resources where you can learn how CRM-based AI tools can help loan officers save time, work efficiently and close more loans.
AI Propensity Modeling in Mortgage Lending
AI Propensity Modeling helps mortgage pros predict who’s ready to buy—months before they raise a hand. Unlock hidden deals, revive cold leads, and convert faster with Aidium’s AI-powered insights.
Mortgage Agentic AI: How AI Agents Reshape LO Productivity
Learn how agentic AI can help mortgage lenders boost loan officer productivity, increase CRM adoption, and drive more closed loans by offering intelligent, decision-making agents embedded in their CRM.
