feature-analytics

Custom Reporting

Custom reporting at a fraction of the cost

Dreaming of custom reporting for your enterprise? Let Aidium's expert Data and Reporting Team craft custom reports tailored to your specifications. Report on data from all of your tools that integrate.

Enterprises and top producers at top IMBs use Aidium

Spending a fortune. Waiting months or years. An abandoned custom reporting build.
Sound familiar?

For many mortgage businesses, building your own custom reporting involves:

Hiring new talent

Hiring new talent

Hiring new talent

Hiring new talent

Aidium can help.

The future is here: Aidium has the right tools and team to build you advanced and comprehensive reports tailored to your specifications.

Expert data and reporting team

Native integrations and modern API

Custom reporting at a fraction of the cost

Connect your tech stack for wholistic insights

Maintenance handled for you

How does it work?

Our experienced Data and Reporting Team handles all the hard work for you. You dream up the reports, and we build them according to your specifications.

1

Get a dedicated project manager

Get an expert point of contact to guide you through the process.

2

Meet with Aidium data experts

Determine what metrics and dashboards you want, as well as any integrations.

3

Start using Out-of-the-Box Reports

Enjoy Aidium's Out-of-the-Box Reports while we build your custom reports.

4

Aidium builds your custom reports

Sit back and relax as your custom reports are built by experts.

5

Enjoy custom reporting

Get excited! Your reports are ready. The business intelligence you've been wanting is here.

6

Maintenance & additions handled for you

We take care of maintenance, and any updates you'd like.

Why choose Aidium for custom reporting?

Faster builds

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.

Lower cost

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.

All your data in one place

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.

Built by experts

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.

Integrate with your favorite apps

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 integrations
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Want reporting that's already built?

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.

Learn more
feature-analytics

Schedule reports to key stakeholders

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.

Why try Aidium?

Rapid implementation & onboarding

Our open API and expert implementation team make it fast and easy to make the switch.

Excellent customer support

Get industry-leading support anytime you need it. Our expert support team is available 24/7 via phone, email, or chat.

High adoption rates

Choose a CRM your producers will actually use—Aidium has industry-leading user adoption rates.

Book a Demo