Intelligent mortgage crm integrations with Zapier

Aidium is your all-in-one mortgage CRM but not without API integrations to your favorite contact, LOS, POS and email databases using Zaps from Zapier.

Request a Demo ➡



As an all-in-one mortgage management solution, Encompass can provide a mortgage CRM with valuable loan origination tools, automating and streamlining the loan process.



A cloud-based loan origination system, LendingPad can integrate with a mortgage CRM to offer an efficient, end-to-end lending process, enhancing client satisfaction and team productivity.



A comprehensive platform for brokers, Arive Software could provide a mortgage CRM with efficient broker tools and resources to enhance client communication and loan processing.



As a digital mortgage platform connecting stakeholders, SimpleNexus can integrate with a mortgage CRM to enhance collaboration, expedite loan processes, and improve the customer experience.

Sales Boomerang

Intelligence ✨

Sales Boomerang combines Big Data and Machine Learning to generate automated alerts loan officers receive, such as a mortgage inquiry, credit score increase, equity and other life events.



MeridianLink loan origination system provides a full loan product suite to financial institutions nationwide. With the power to consolidate cross-channel applications, apply uniform rule sets, create world-class consumer experiences and streamline staff processes.


Contact Sources✨

A digital marketing software that aids in the generation of quality mortgage leads, Leadpops can seamlessly integrate with a mortgage CRM to automate the nurturing and tracking process of potential clients.


Contact Sources✨

A leading online real estate marketplace, Zillow could provide a mortgage CRM with vital data on property values and market trends to inform loan strategies and better assist clients.


Contact Sources✨

An online loan marketplace, LendingTree can work with a mortgage CRM to help identify and capture potential leads, allowing for the analysis and management of client portfolios effectively.


Contact Sources✨

As an online residential real estate site, Trulia could offer real-time housing market data to a mortgage CRM, enriching customer profiles and improving loan offer customization.

Contact Sources✨

This website provides real estate listings and home buying advice, and when integrated with a mortgage CRM, it can enhance customer understanding and provide personalized loan options.


Contact Sources✨

A technology-powered real estate brokerage, Redfin's data on housing trends and customer behaviors can help a mortgage CRM predict market movements and make smart lending decisions.


Contact Sources✨

A lead and contact management software, LeadMailbox can streamline lead collection from multiple channels into a mortgage CRM, optimizing outreach and conversion strategies.


Contact Sources✨

As a business intelligence company, Informa can supply a mortgage CRM with crucial industry insights, leading to data-driven decision-making and customer engagement strategies.


Contact Sources✨

By integrating with Facebook's ad and communication channels, a mortgage CRM could improve lead generation, user engagement, and deliver personalized customer experiences.



By syncing Gmail's email service with a mortgage CRM, businesses can track correspondence, schedule follow-ups, and ensure consistent and personalized communication with clients.


Email ✨

Microsoft's email service, when integrated with a mortgage CRM, can help manage client communication, schedule tasks, and provide a holistic view of client interactions.

Box + Bestow

Gifting ✨

Box+Bestow was created with a simple mission: “To create meaningful gifts that inspire lasting, authentic, rewarding relationships.” Automate your closing gift processes and delight your borrowers for future referrals and repeat business.

Check out our glowing reviews of Aidium

"I really like how the milestones, tasks, and campaigns connect so I don't ever have to worry about losing a lead unless I want to."

Jared Plonski

Sales Manager, Movement Mortgage

"Aidium’s enterprise solution provides everything needed in a CRM: capability, flexibility and visibility.  The ability to set up workflows for all Loan Officers while allowing Top Producers to build custom content allows us to coach, train, and help Loan Officers do more business or make the business they have easier."

Ian Kimball

Executive Director of Strategy, Service First Mortgage

"There hasn’t been another CRM that I’ve seen in the industry that allows you to build your workflow from lead, to close, to nurture after close, like Aidium. The customization and capabilities of the system allows you to create your system the way you want!"

Jimmy White

Branch Manager, LeaderOne

Ready to see it in action?

We'll get you up and running in minutes

Use Aidium on any device in any location

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.