Jungo works well for producers who have the time and money to build out costly custom automations. But what if you don't want to spend a fortune for a customizable CRM?
With Aidium, you get a solution that is highly customizable, but also easy to learn and less expensive to customize.
Thrive Mortgage
NEO Home Loans
Service First Mortgage
LeaderOne Financial
PRMG
Our simple, no-code automation builder makes creating custom automations a breeze. Plus, create custom fields, tags and deal statuses yourself in seconds. No support requests, CRM admin or Salesforce knowledge required.
Loan officers are typically able to learn Aidium in a week. Our platform is designed with simplicity in mind, so you can customize to your heart's content. For those who prefer less leg work, we have 60+ proven automation playbooks to start automating your workflows fast.
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
Text automations
Task management and automation
Reporting
Easy-to-use automation builder — no Salesforce knowledge required
Create custom automations in a snap — no support requests or coding required
Create custom fields, tags and statuses in seconds — no support requests or coding required
24/7 live support
✅
✅
✅
✅
✅
✅
✅
✅
✅
❌
✅
❌
✅
❌
✅
❌
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
"There hasn’t been another CRM I’ve seen in the industry that allows you to build your workflow like Aidium. The customization allows you to create your system the way you want!"
Jimmy White, Branch Manager @ LeaderOne
"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.
Request a Demo
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.
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.
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.
