Mortgage Automation
Say goodbye to manual processing and hello to effortless organization. Aidium revolutionizes how lenders manage their workflows, turning laborious communications and data entry into just a few clicks.
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Aidium's CRM includes a powerful, yet easy-to-learn automation engine designed just for mortgage professionals. Users with permissions can create their own automations with our no-code builder, or get started fast with one of our 60+ pre-built automation playbooks.
It's easy to create custom automations with our intuitive, easy-to-learn interface. Our automation builder was designed just for mortgage professionals.
Create your own custom fields, tags and statuses in seconds. No coding or support requests needed. Custom fields allow each team to customize their CRM and automations to match their unique processes.
Get automating fast with proven marketing content. We offer 60+ pre-built automation sequences that are engaging and persuasive. Run them as-is, or use our no-code editor to make changes to the copy, graphics, timing and more.
Want to manage your businesses' automations? We've got you covered. Aidium lets admins control who can create and run automations, as well as create business-wide automations that they can make available or turn on for any teams they choose.
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.
More about Mortgage Lead Conversion ➡
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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.
More about Mortgage Marketing ➡
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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.
More about Mortgage Playbooks ➡
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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.
More about Mortgage Referrals ➡
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Enterprise Management
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.
More about Enterprise Management➡
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.
View Our Zapier Integrations>
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.
