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Custom Reporting
Aidium's expert Data and Reporting Team can craft custom reports tailored exactly to your business. Report on data from all of your tools that integrate.
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Thrive Mortgage
NEO Home Loans
Service First Mortgage
LeaderOne Financial
PRMG
For many mortgage businesses, trying to build your own custom reporting involves:
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Mortgage businesses need custom reporting—and they need it now. Aidium can build advanced and comprehensive reports tailored precisely to your business.
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Our experienced Data and Reporting Team does the hard work for you. You dream up the reports and we build them according to your specifications.
Get a point of contact to guide you through the process.
Determine what metrics and dashboards you want, as well as any integrations.
Enjoy Aidium's Out-of-the-Box Reports while we build your custom
Sit back and relax as your custom reports are built by experts.
Get excited! Your reports are ready. The business intelligence you've been wanting is here.
We take care of maintenance, and any updates you'd like.
Our modern API and native integrations with common mortgage tools mean we can set up custom reporting fast. On the other hand, building custom reporting yourself or with Salesforce often takes 12+ months to complete.
We offer custom reporting at scale, and have already have built much of the backend needed to craft advanced reports using data from common mortgage tools.
Aidium integrates with 100+ common software tools. Bring in data from other tools you use, and report on it all to see the full picture of your business—from accounting to marketing to operations.
Our data experts do all the heavy-lifting for you. No more fiddling with spreadsheets or contracting Salesforce developers. We handle everything for you—from data ETL to creating beautiful reports tailored to your specifications.
Bring data from other tools you use into your Aidium Custom Reports. We have native integrations with Encompass, SimpleNexus and Sales Boomerang. Our modern API connects with 100+ other common tools you may use.
How would you like to get detailed reports on your mortgage business sent straight to your inbox every week? Or would you like to send reports your producers or colleagues? This ability comes with any custom reports you create.
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We also offer Out-of-the-Box Reporting. This is a great option for mortgage businesses that are don't need fully custom reporting. Get comprehensive and advanced mortgage analytics, designed specifically for mortgage executives and loan officers.
Aidium Out-of-the-Box Reporting ➡
This guide equips industry leaders with the knowledge to transform scattered data into comprehensive insights, driving smarter decisions, optimized operations, and significant growth in their mortgage business.
View This Free Guide >
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