Mortgage Enterprise Management
Using our best-in-class team management, you are able to quickly and seamlessly change between your Loan Officer's data. Whether you're an assistant, branch manager or executive, Aidium's built-in team selection functionality allows each LO to run their own business and still give your organization the visibility and consistency you need for an outstanding experience.
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Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.
With a single click, you're viewing one LO's pipeline and then quickly transitioning to another. If you're a producing branch manager, you can have your own unique pipeline and then monitor performance of the LO's you serve.
We're built for both the LO that wants to do everything themselves and for others that want a more "set-it-and-forget-it" approach. Each team has its own unique set of contacts, partners, loans and content, so no one is stuck feeling that they have to do things a certain way.
With our team-based communication approach, your LOA's can send text messages or emails on your behalf - and everything is tracked within a single team. Meaning that you have ultimate visibility and control for all of your contacts and partners.
With our robust task management functionality, you're able to view and assign tasks to your team. No more scattered to-do lists or post-it notes, everything is Aidium ready for you and your team to take on the day.
Choosing a loan officer software has a lot of implications - we understand. But to ease the process of adoption, we've made it dead simple to make that process a breeze with features like...
Mortgage Lead Conversion
Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals.
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Mortgage Marketing
Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio.
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Mortgage Playbooks
Aidium empowers loan officers by automating the creation of customized, compelling, and compliant marketing materials that resonate with your audience and produce quality leads.
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Mortgage Automation
Aidium is a powerful tool for streamlining the loan officer referral process, incentivizing and engaging referral sources, and ultimately increasing your pipeline with high-quality leads.
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Mortgage Referrals
Aidium is a powerful tool for streamlining the loan officer referral process, incentivizing and engaging referral sources, and ultimately increasing your pipeline with high-quality leads.
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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.
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Aidium and SimpleNexus synergize to revolutionize your mortgage experience. Harness the power of combined innovation for streamlined operations, enhanced engagement, and next-level closings.
View Our SimpleNexus Integration >
Ian Kimball
Executive Director of Strategy, Service First Mortgage
Ryan Grant
Co-Creator and Division President, NEO Home Loans
Dustin Owen
Host, The Loan Officer Podcast
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.
