SimpleNexus Integration
SimpleNexus + Aidium: Bring abandoned loan applications back to life
Connect SimpleNexus with Aidium to automate abandoned application outreach, or set up Aidium Agents to require producer input regarding follow-up automation. Close more loans, with less work for loan officers.
How it Works
How SimpleNexus + Aidium helps you
Aidium's integration with SimpleNexus expands your reach and response time. Transform how you engage, communicate, and convert leads into loans without leaving the Aidium app, further bolstering your Point of Sale (POS) impact and customer satisfaction.
If a potential borrower hasn't completed their app...
A stalled loan application triggers a workflow in Aidium.
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Aidium’s SimpleNexus automation sends an email & SMS sequence to encourage application completion
Your borrower re-engages the app and submits.
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Convert just one abandoned loan per year and see a strong return on your Aidium CRM investment
Benefits
Boost engagement and conversion with one powerful integration
Streamline your workflows by integrating your POS with your CRM. When integrated with SimpleNexus, Aidium lets you automate follow-ups, save time and stay organized.
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Dynamic workflows
Help your loan officers automate routine follow-ups. With the SimpleNexus integration, producers can easily support leads from first touch to loan completion, optimizing time and resources, all within Aidium's intuitive platform.
Real results
When a prospective borrower abandons their loan application, this is a loss in potential revenue for the loan officer. Applicants often abandon their application due to uncertainties about the form or process. Talking to a loan officer can provide clarity and alleviate concerns of the applicant, resulting in more applications completed, and ultimately, more closed loans.
Simple contact organization
Aidium applies a tag to all contacts who abandoned and/or submitted an application through SimpleNexus. This makes it easy to understand the ROI of this one Aidium feature — clearly see how many contacts have an abandoned loan tag that closed on their home.
Tech stack cohesion
Gift your producers a unified mortgage tech stack with Aidium and SimpleNexus. Aidium's integration simplifies the process from lead engagement to closing. Transform your enterprise’s workflows into a more productive and cohesive experience.
What Aidium users are saying...
“What we're seeing isn't just adoption—it's embracement. Our top producers are building their own workflows and automations within the platform because, for the first time, they have an enterprise system that adapts to them rather than the other way around."
Danny Horanyi
Co-Founder,
NEO Home Loans powered by Better
“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
"Support is massively important. If our team is trying to do something and they can't, things wouldn't get done. When they need help, they need it now...with Aidium, when our team needs assistance, they get it immediately, which is crucial."
John Meussner
Executive Vice President of Production,
Catalyst Mortgage
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