We’re building a mortgage CRM platform for forward-thinking mortgage businesses

At Aidium, we’re pushing the envelope in the mortgage CRM industry. We are committed to creating an easy-to-use yet highly flexible solution that solves for the biggest pain points in the industry. We listen to our customers and we’re committed to making the lives of mortgage professionals easier.

Product Mission & Vision

The mortgage CRM platform that works for everyone

For years, mortgage enterprises have struggled to find a CRM that truly works for their entire team. Legacy systems are clunky, adoption is low, and loan officers end up relying on a patchwork of tools instead. We have seen the problem firsthand—and we’re building the solution.

Aidium is designed to be the first highly adopted CRM platform in the mortgage industry, balancing enterprise needs with an intuitive experience loan officers actually want to use. The result? A flexible, easy-to-use, and revenue-driving platform that helps mortgage companies operate at their full potential.

Team

Meet the team

We’re a team of mortgage and technology experts with a wide range of experiences across the mortgage technology industry.

Spencer Dusebout

Co-Founder, CEO

Dan Bos

President

Tony Farnsworth

VP of Sales

Greg Kassardjian

VP of Marketing

Michael Schmitt

VP of Engineering

Josh Katz

VP of Partnerships

Greshaun Fulgham

Director of Finance

Bringing speed of innovation to the industry

At Aidium, we take a different approach to building a CRM platform:

We move fast

High product velocity is our superpower. We use agile development principles, and we pride ourselves on innovating constantly and delivering features that keep you ahead of the curve.

We listen

Mortgage professionals drive our roadmap. We’re always listening, refining, improving, and evolving to meet pressing needs in the industry.

We keep it simple

If software isn’t easy to use, people won’t use it. Aidium is built for adoption—no steep learning curves, no unnecessary complexity, just a powerful CRM Platform that works.

Our Story

From an idea to an industry disrupter

Our journey started with Daily AI, where we set out to improve mortgage automation and communication. As we grew, we recognized a bigger challenge in the industry—Mortgage CRMs weren’t built for everyone. Loan officers struggled with adoption, and enterprise teams were stuck managing fragmented systems.

To solve this, Daily AI acquired Whiteboard CRM, bringing together the best of both platforms. This combination laid the foundation for Aidium—a modern, high-adoption mortgage CRM designed to work seamlessly for loan officers and enterprise teams alike.

Today, Aidium is one of the fastest-growing platforms in the mortgage industry, helping top lenders streamline operations, drive revenue, and future-proof their business. And we’re just getting started. With rapid innovation and a deep commitment to listening to our users, we continue to push the industry forward—building the mortgage CRM platform that actually works.

Join the team

We’re building something big. If you’re passionate about creating game-changing technology and want to be part of a team that’s redefining an industry, check out our open roles.

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