If you use a tool that’s focused on communications, you’re falling short in optimizing your closed loans. You need a true CRM.
With Aidium, mortgage professionals get a communications platform and also a powerful CRM that optimizes your workflows from beginning to end.
Thrive Mortgage
NEO Home Loans
Service First Mortgage
PRMG
Aidium integrates with common mortgage software tools, so you can trigger custom automations as those platforms are updated. Did a loan just get conditionally approved? This can automatically trigger a workflow in Aidium. Get rolling on next steps without missing a beat.
Are you using multiple communication tools for different stages of the customer lifecycle? Sounds like a headache. Aidium supports loan officer workflows from lead to post-close follow-up, with features like email and SMS automations, task management, transaction management and reporting.
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.
Email automations
Texting automations
Task management
Advanced transaction management
Integrate with 100+ other tools to automate your workflows
Robust enterprise management capabilities
Report on data from all your tools in one place
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.
