Automations
Easy-to-use and flexible automation engine
Put your campaigns and repetitive tasks on autopilot with the easiest-to-use and most flexible automation engine in the Mortgage CRM market. From pre-built playbooks to a custom automation builder, Aidium gives you the tools to automate without support requests or coding—all while maintaining enterprise control.
No-Code Automation Builder
Build custom automations without coding or headaches
Tired of submitting support requests just to create custom automations? Aidium lets you build sophisticated workflows without technical expertise. Our intuitive, no-code automation builder helps you create the custom automations of your dreams. Top producers and enterprise admin love Aidium’s no-code builder.
Automation actions include:
Send an SMS
Send an email
Create a task
Add to automation
Update status
Apply a tag
Set a delay
Stop on reply
Automation Playbooks
Get started fast with proven automation playbooks
Access our library of 80+ pre-built automation playbooks that draw from industry best practices to support every stage of the borrower lifecycle. From lead generation and conversion to in-process milestone communications and repeat business campaigns, get proven workflows that help you close. Playbooks can be run as-is or customized
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Enterprise Automation Management
Automation management for enterprises
Create and manage a library of branded, effective automations just for your company, including marketing campaigns and workflow automations. Choose exactly which teams to share your automations with. Use 'Copy' mode to allow teams to edit and turn automations on/off, or 'Control' mode to turn on locked automations for teams.
Ai-Driven Automations
Combine your automations with AI insights
Aidium’s AI Propensity Modeling can work with our automations to automatically enroll your high-intent contacts in targeted campaigns. Put prospecting on autopilot, and allow Aidium to move your contacts into relevant automations based on their propensity to purchase or refinance, and their AI-identified persona types.
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Aidium Quickstart Guide
Set yourself up for success with Aidium’s Quickstart Guide
Help your teams maximize Aidium's automation library from day one. Our Quickstart Guide provides a roadmap to start taking advantage of our vast library of pre-built automation playbooks. Built from years of mortgage industry experience, the Quickstart Guide offers industry best practices for mortage automation.
Powerful, yet simple automation engine for producers and admin
Balance enterprise control with team flexibility. Create and manage automations across your organization while giving teams you trust the customization options they need.
Easy customization
It’s finally possible to create custom automations—fast, low-cost and without the headache. Use our intuitive, no-code builder to create sophisticated automations tailored to your business.
Ready to run
Start fast with 80+ pre-built automation playbooks covering every stage of the borrower lifecycle, from lead generation to repeat business, and Quickstart Guide to learn about best practices.
Built for scale
Manage automations across your enterprise with granular controls. Choose which teams can create custom automations, whether teams can customize or if automations stay locked.
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