Aidium is an easy-to-use, modern Mortgage CRM and Reporting Suite. With caring and responsive customer support, pre-built campaigns and customizable automations, Aidium is the smart choice for modern mortgage professionals.
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Thrive Mortgage
NEO Home Loans
Service First Mortgage
PRMG
Our sleek platform is intuitive and easy to learn—so it actually gets used. Beginners can choose from 60+ pre-built automation sequences. For advanced custom automations, use our easy, no-code builder. To customize your CRM, create custom fields and tags yourself in seconds.
We pride ourselves in taking great care of you. Our account managers are highly reviewed and offer you dedicated, expert guidance. Plus, we’re the only mortgage CRM to offer 24/7 support, so you can always get help. Connect with support three different ways, anytime—via phone call, live chat and email.
Get out-of-the-box dashboards like Loan Attributes, Conversions, Leaderboards and more. Or, we can help build highly custom reports for you in a snap. Report on data from any of 100+ tools that integrate with Aidium's Data Warehouse.
Email and text automations
Pre-built automations
Reporting on CRM data
Store and report on data from all your tools in one place
User interface that is modern, intuitive and easy to learn
Highly reviewed support team
24/7 live support
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Choose from 60+ pre-built automations to generate leads, support in-process workflows, and nurture your relationships after closing.
Quickly build custom workflows tailored to your team with our no-code automation builder. Create custom fields, tags and statuses in seconds—no support team needed.
Automate campaigns, control branding, oversee communications, and get comprehensive marketing analytics. Easily manage roles and permissions and stay compliant without the headache.
Get a CRM that works for all your producers and consolidate your tech stack. Empower your business with comprehensive reporting and coach your team better.
Customer Support
Best-in-Class Support
We pride ourselves in taking great care of you. Our account managers are highly reviewed and offer you dedicated, expert guidance. Plus, we’re the only mortgage CRM to offer 24/7 support, so you can always get help. Connect anytime—via phone call, live chat and email.
A CRM That Innovates with You
Our customers lead our roadmap. Have a critical feature you need? If enough users need a feature, there’s a good chance it’ll get built. We're building the ultimate tool for modern mortgage professionals, and it's guided by you.
Rapid Implementation
Average implementation time is just 30 days for enterprises and 5 days for small, 1-5 user teams. The switch to Aidium is smooth and fast thanks to our modern API and top-tier implementation team.
"Gianni at Aidium has been great from start to finish! He is my go-to. If he can not help me directly, he gets someone else from Aidium involved to get any issues resolved. He truly cares about my success and customer experience, and it definitely shows in his work ethic."
Jeremy Pope, Loan Officer and Co-Owner of Mortgage Branch @ PRMG
With most mortgage CRM's, you have to choose between a platform that works well for beginner or advanced CRM users. Aidium is designed for every level of user and helps everyone level up.
New to automating? Use one of 60+ pre-built automation playbooks to get started fast. Simply choose a campaign and turn it on.
Ready to take your automations to the next level? Learn how to edit automations by making easy tweaks to one of our pre-built automations. Simply copy an automation playbook, then use the no-code editor to personalize the copy, content, timing and more.
Feeling confident and ready to create your own custom automations? Once you feel comfortable with our easy, no-code automation builder, the world is your oyster. Create your messaging and workflows just the way you want them.
"Aidium’s enterprise solution provides everything needed in a CRM: capability, flexibility and visibility."
Ian Kimball, Executive Director of Strategy @ Service First Mortgage
"Without hiring developers or paying for a custom salesforce build, we were able to create a solution that perfectly aligns with our teams and our workflows, leading to improved performance and higher revenue. Aidium's ability to adapt to our needs has created alignment in shared values and experiences for our entire team, all with leading edge technology and execution.”
Ryan Grant, Co-Creator and Division President @ NEO Home Loans
"Gianni at Aidium has been great from start to finish! He is my go-to. If he can not help me directly, he gets someone else from Aidium involved to get any issues resolved. He truly cares about my success and customer experience, and it definitely shows in his work ethic."
Jeremy Pope, Loan Officer and Co-Owner of Mortgage Branch @ PRMG
There's a reason teams switch to Aidium and don't look back. With Aidium, you don't have to choose between great automation options for beginner and advanced automation needs. Everyone can maximize their closed loans with Aidium.
Marketing automations and reporting in one centralized platform
Let automations reclaim your time and start spending it where it really matters
Track, nurture, and convert leads into happy clients
Supercharge your mortgage business with our email and SMS automations, pre-built playbook automations, LOS integrations, referral partner reports and more.
