Mortgage Automation

Mortgage automation software for loan officers

Say goodbye to manual processing and hello to intelligent automation. Aidium revolutionizes the way you process mortgage applications, turning weeks of laborious data entry and verification into just a few clicks.

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End-to-end automation for maximum efficiency

We have designed a complete ecosystem of mortgage automation services, providing an assortment of tools and solutions that streamline and enhance the entire lending process.

Process Automation


Automate your loan processes from end-to-end. Our software helps you to manage applications, underwriting, and closings efficiently, reducing human errors and increasing speed.

Broker Automation


Designed with brokers and loan officers in mind! Simplify your client interactions, manage loan portfolios, and save time with automated reporting and analytics.

Loan Automation


Aidium solves all the complexities associated with mortgage management. It handles loan origination, processing, underwriting, and closing, transforming the loan cycle into a stress-free process.

Workflow Automation


Completely customize your workflow to your proprietary processes, delegate tasks, and track progress in real-time to ensure that no detail slips through the cracks.

Why choose Aidium?

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.

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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.

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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.


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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.

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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.

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Integrate with your favorite apps

Seamlessly integrate with your existing CRM for mortgage or suite of loan officer tools using our Zapier API integration. Whether you need a free mortgage CRM or mortgage database software, Aidium has you covered.

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Aidium and SimpleNexus synergize to revolutionize your mortgage experience. Harness the power of combined innovation for streamlined operations, enhanced engagement, and next-level closings.

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Aidium's integration with Maxa enhances mortgage marketing with exclusive templates, video editing, and AI-driven content writing, streamlining efficiency and maintaining brand consistency.

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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.