Enterprise Management & Compliance
Enterprise management & compliance built-in
Mortgage CRM management made easy: from automation management to user controls and compliance safeguards, Aidium helps you maintain oversight while giving your teams the flexibility to succeed.
Enterprise Automation Management
Create and control automations for your organization
Create effective, branded automations to share and control across your organization. Choose between 'Copy' mode where teams can edit, or 'Control' mode where automations are locked. Monitor performance of all automations in your organization with our Marketing Analytics report.
Out-of-the-Box Reports
Coach your teams with insightful data
Aidium’s Out-of-the-Box Reports include turnkey reporting for both producers and mortgage leaders. Help your producers level up with reports that show their conversion rates, referral partner activity and unit and volume over time. Enterprise reports include a Marketing Analytics report so you can pinpoint which automations in your company are most effective. Get the data you need to understand and optimize your business.
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Compliance Dashboard
Compliance reports for risk mitigation
Monitor communications compliance across your organization from one dashboard. Track texting opt-out rates by employee, identify problematic messages, and maintain oversight of all communications sent through Aidium. These tools help you proactively identify and manage risks.
Brand Design Management
Canva integration for easy design management
Aidium’s native integration with Canva makes it easy to control and manage your brand. Create a brand kit for company-wide use, craft a library of approved design templates for your team to use, establish approval workflows for new content, and lock specific brand elements. Give teams creative freedom within your guidelines.
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User & Team Permissions
Granular permissioning for peace of mind
Set precise permissions at both user and team levels. Control who can create custom automations, send text messages, create custom fields, and manage workflows. Aidium makes it easy to control organizational standards while giving flexibility to Top Performers and loan officers you trust.
Regulatory Compliance
Aidium helps you stay compliant
Aidium watches for new regulations and always updates the platform quickly to ensure you stay compliant. Aidium offers fast and easy A2P10DLC registration in-app, TCPA consent collection and storage, and is SOC 2 Type 2 certified to ensure your data stays secure.
Audit Trails
Easily get detailed records if you get audited
In the event your business gets audited, Aidium can provide organized, detailed records for you. Get histories of user actions, outgoing communications, consent to text certificates, and more. When audits arise, get the documentation you need without the headache.
Disclaimers and DBAs
Simple disclaimer and DBA management
Easily manage disclaimers and DBAs from right in-app. Use Aidium's disclaimer builder to create and manage required legal text for sites, flyers, forms, and emails. Easily implement "doing business as" relationships for companies operating under multiple brand names.
Enterprise control, from marketing to compliance
Balance robust compliance and control with flexibility that drives adoption for leading producers. Aidium gives you the tools to maintain oversight, minimize risk, and adapt to changing regulations—all while helping your teams succeed.
Robust controls
Manage your entire organization from one platform that works for all your producers—with granular controls over automations, branding, and communications.
Proactive compliance
Stay ahead of ever-changing industry regulations with a platform that innovates fast to adapt to emerging requirements. From TCPA to A2P10DLC, we’ve got you covered.
Peace of mind
Rest easy knowing your platform maintains rigorous security standards and provides comprehensive audit trails in the event you get audited.
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