AIDIUM FOR HEADS OF MARKETING
Automate your campaigns, control branding, oversee communications, and get comprehensive marketing analytics. Do it all on one CRM that is powerful, yet simple enough to satisfy all your producers.
Request a Demo ➡Thrive Mortgage
NEO Home Loans
Service First Mortgage
LeaderOne Financial
PRMG
Decide which users can text, which users can create, edit, enable or disable automations, and more.
Allow your teams to create team-specific tags for contacts, and use those tags to create audience segments and run
Those looking for effective, pre-built campaigns can choose from our 60+ automation playbooks. Those wanting to fully customize their marketing can do easily (when granted permission).
No need to start from scratch—choose from a wide array of email and text content that's already written and designed.
Use our easy, no-code automation builder to build custom marketing automations that you can share, or directly turn on, for any users.
Customizing your messages is easy—create custom data fields in seconds, then use them to trigger automations or include data in messages.
With most mortgage CRMs, you have to choose between a platform that works well for beginner or advanced CRM users. Not anymore. Aidium is designed for every level of user and helps everyone level up.
Want help getting started?
Quickly deploy content that's ready to run.
Heads of Marketing can choose from 60+ pre-built automation playbooks that support marketing efforts from lead to post-close nurture. Simply choose a pre-built automation playbook and make it available or directly turn it on for any users you choose.
Learn more about automation playbooks.
Ready to level up your business's automations?
Build a repository of custom automations, and let your LO's choose which ones to use.
Empower your team to choose from pre-built campaigns that you create. Use our library of content as a starting point, and edit/customize the workflows as you desire. Then push these custom automations to your business and let them choose from a selection of automations that you control.
Want to allow Top Producers to create their own custom automations?
You got it. Allow users that you choose to craft their own custom automations tailored to their team.
Our simple, no-code automation builder was designed just for mortgage professionals. They'll be able to create custom fields themselves in seconds and use our builder to create exactly what they want.
Aidium's automation playbooks are more than just ready-to-run campaigns — they're a library of messaging that works. With scores of pre-created marketing campaigns for every stage of the process, create compelling and conversion-driven marketing in a snap.
Generate and follow-ups with new leads, then guide them toward an submitting an application.
Send timely milestone updates to all stakeholders, resource your clients as they house hunt and navigate the loan origination process.
Cultivate ongoing relationships to discover new opportunities, earn referrals and welcome returning clients.
By connecting Aidium with other software tools you use, you can supercharge your marketing efforts. Our modern API connects with 100+ common tools you may use.
Zillow
Never lose track of a Zillow lead again. Automate your Zillow lead follow ups.
Leadpops
Supercharge your lead management. Sync every new lead to Aidium, ensuring you never miss an opportunity to connect and convert.
SimpleNexus
Bring abandoned loan applications back to life. Send automated follow ups when a loan has been abandoned.
Legacy CRMs are holding mortgage businesses back.
Aidium is a Modern Mortgage CRM and Reporting Suite that has tools for everyone—from LOAs to mortgage executives. Learn more about switching from other CRMs below. It's time to close more loans.
Compliance is a headache.
As new regulations roll out, we update our platform proactively to stay ahead of the game. We take care of compliance so you don't have to.
The mortgage marketing landscape has changed significantly in recent years. As digital marketing has become the norm, it is essential to stay on top of the most recent trends and tactics to stay ahead of the pack.
Marketing automations and reporting in one centralized platform
Let automations reclaim your time and start spending it where it really matters
Track, nurture, and convert leads into happy clients
Supercharge your mortgage business with our email and SMS automations, pre-built playbook automations, LOS integrations, referral partner reports and more.