Mortgage Lead Conversion

Mortgage lead conversion for loan officers

Turn leads into clients—on autopilot. Aidium lets you integrate your lead sources, run automated marketing sequences, and effectively turn lost leads into new revenue.

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Never miss out on a lead again

Integrate your lead sources and let Aidium follow-up with new leads for you. Create custom messaging sequences, or choose from Aidium's library of pre-built automations. Turn more leads into closed loans.

Connect all of your lead sources


Using our dynamic Zapier integration you are able to connect everything into one pipeline for easy management and automated follow up.

SMS, email and call


Aidium lets users with permissions email, text and call their clients—all in one place. Send one-off messages, or send batch messages via automations. Speed-to-lead just got easier and more scalable.

Streamlined workflows


Automate routine tasks and ensure that no follow-up is missed with our advanced task automation features. Reduce manual data entry and increase efficiency across your sales pipeline.

Team-based lead 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.

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 Automation

Aidium's Mortgage CRM automation streamlines your processes, improves client relationships and increases lead conversion rates through intelligent workflows and data-driven strategy.

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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.

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 >

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.