Aidium Overview
Unite and grow your mortgage business with Aidium’s flexible CRM Platform
Ready for a CRM that your producers will actually want to use? Aidium offers the flexibility that drives LO adoption, while offering enterprise tools to safeguard your brand, maintain compliance and drive new revenue. Aidium helps everyone level up—from mortgage leaders to top producers and everyday loan officers.
“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. Aidium's ability to adapt to our needs has created alignment for our entire team."
Ryan Grant
Co-Creator and President,
NEO Home Loans powered by Better
Explore the Aidium Platform
True CRM capabilities
Get enterprise-grade CRM capabilities, designed for mortgage. Help your producers stay organized and automate their workflows with a powerful CRM that is easy to learn and easy to customize.
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Complete marketing toolkit
Get a robust mortgage marketing toolkit built into your CRM. Aidium offers a powerful automation engine, proven turnkey content, lead capture and co-marketing capabilities, a native Canva integration and cutting-edge AI marketing tools.
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Comprehensive reporting & data warehousing
Grow your business with data-driven insights: Aidium offers Out-of-the-Box Reporting, Custom Reporting and Data Warehousing that help you unify your data and know your numbers.
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Advanced AI with Aidium Intelligence
Harness the power of AI to outpace your competition: Aidium offers AI Propensity Modeling for purchases and refinances, which identifies the contacts in your database who are most likely to transact. And in beta testing now: AI-Driven Personas for smart targeting.
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Robust enterprise management
Stay compliant, manage your brand, oversee communications and identify issue before they arise. Aidium has robust enterprise management features that give mortgage leaders the control they need.
Learn MoreThe problem:
Legacy mortgage CRMs typically result in...
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Bloated tech stack
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Low CRM adoption
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Lack of ROI
The differing needs of enterprise leaders, top producers and typical loan officers force many enterprises to invest in multiple CRMs.
The result? A bloated tech stack, siloed data, low CRM adoption, and ultimately, lack of ROI and missed revenue opportunities.
The solution:
A single, modern CRM Platform that bridges the gap between loan officers and executives, thanks to...
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Simple interface & ready-made content
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Easy customization settings
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Enterprise control & growth tools
Finally, consolidate your fragmented tech stack into a single, highly-adopted CRM Platform.
Aidium delivers the management & growth tools executives need, while being powerful enough for top producers and intuitive enough for everyday loan officers.
What Aidium users are saying...
“What we're seeing isn't just adoption—it's embracement. Our top producers are building their own workflows and automations within the platform because, for the first time, they have an enterprise system that adapts to them rather than the other way around."
Danny Horanyi
Co-Founder,
NEO Home Loans powered by Better
“Aidium’s enterprise solution provides everything needed in a CRM: capability, flexibility and visibility. The ability to set up workflows for all Loan Officers while allowing Top Producers to build custom content allows us to coach, train, and help Loan Officers do more business or make the business they have easier."
Ian Kimball
Executive Director of Strategy,
Service First Mortgage
"Support is massively important. If our team is trying to do something and they can't, things wouldn't get done. When they need help, they need it now...with Aidium, when our team needs assistance, they get it immediately, which is crucial."
John Meussner
Executive Vice President of Production,
Catalyst Mortgage
Aidium for Heads of Marketing
Aidium was built with enterprise marketing leaders in mind. Look forward to enterprise automation management, granular permissions and controls, simple designing with Canva, AI Propensity Modeling and AI-Driven personas, as well as co-marketing forms, flyers sites, and so much more...
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Integrate your tech stack
Aidium has a modern API, native integrations with common mortgage softwares, and 100+ pre-built connectors. Connect quickly and easily with your LOS, POS, lead sources and more.
Discover all integrationsRead more Case Studies
Driving CRM adoption
See how NEO Home Loans went from struggling with CRM adoption among their producers, to 65% of their producers not just on Aidium, but as power users.
Finding new opportunities with Aidium Intelligence
After implementing Aidium Intelligence, NEO Home Loans found a treasure trove of hidden opportunities in their database, and learned exactly which contacts were most ready to transact.
How customer support translates to adoption
Catalyst Mortgage tried platform after platform—until Aidium. What changed? Excellent customer support available 24/7, and a CRM simple enough that their producers actually use it.
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