Marketing Overview
A full marketing toolkit—built into your CRM
Aidium offers all the mission-critical marketing tools that modern mortgage enterprises need to excel: ready-made content, a powerful automation engine, Canva integration, management tools and marketing analytics.
Automations for Marketing
Enterprise-grade marketing automations
Build beautiful marketing campaigns in a snap: create custom automations with our easy, no-code builder, or choose from 80+ pre-built playbooks. Easily manage automations across your organization, and maintain oversight of all automated processes.
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Automation Playbooks
80+ Ready-to-run automation playbooks
Aidium offers an extensive library of automation playbooks that support lead conversion, in-process milestones, holidays, referrals, repeat business, and long-term nurture campaigns. Made by industry experts, these playbooks include proven email and text message sequences that save you time, and are easy to customize.
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Aidium Intelligence
Predict borrower intent months before competitors
Leverage advanced AI and machine learning to understand which contacts are ready to transact. Our propensity modeling analyzes 5,000+ consumer behavior data points to identify high-intent leads and automatically generate targeted personas for your campaigns.
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Canva Integration
Aidium + Canva makes designing mortgage content a breeze
Aidium’s native integration with Canva makes it easy for non-designers to create compelling, modern collateral, and quickly pull designs into Aidium communications. Get access to a library of mortgage-specific Canva design templates made by Aidium, and manage your brand easily with Canva’s robust enterprise management tools.
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Lead Capture & Landing Pages
Capture leads with forms and landing pages
Create lead capture forms and single property sites in minutes—right in Aidium. Add co-marketing, add forms to sites easily with embed codes, and watch leads flow directly into your Aidium CRM. No coding or support requests required.
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Out-of-the-Box Co-Marketing
Easy co-marketing with forms, flyers and sites
Adding co-marketing to your forms, flyers and sites is fast and easy. Simply toggle on/off to add or remove a partner from your collateral. Aidium also offers co-marketing consent forms which make it easy to collect and store the information needed to add co-marketing to content.
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Marketing Analytics
Rich insights with our Marketing Analytics Report
Do you know which of your campaigns perform the best? Or which teams have high SMS unsubscribe rates? Get access to key marketing performance metrics right in Aidium, with our Marketing Analytics Report—one of our many Out-of-the-Box reports. Optimize your campaigns and coach your teams better with data-driven insights.
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Powerful marketing tools for loan officers and mortgage leaders
Stop choosing between enterprise control and producer satisfaction. Aidium gives both producers and enterprise executives the marketing tools they need to convert leads, run effective marketing campaigns and identify new loan opportunities with AI.
Enterprise control
Maintain brand consistency, ensure compliance, and standardize processes across your organization while giving teams the flexibility they need to succeed.
Easy to edit
Give your producers a CRM they'll actually want to use. Easy customization, intuitive workflows, and powerful automation tools drive industry-leading adoption rates.
Measureable ROI
Track performance, optimize campaigns, and identify new opportunities with comprehensive analytics and AI-driven insights.
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