Mortgage Referrals
Aidium is a powerful platform that helps you manage your mortgage referrals, boost broker interactions, and streamline communication with your loan officers and referral partners.
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The loan initiation process is complicated. Aidium makes it easier and more efficient. With direct LOS integrations, Aidium tracks the progress of your in-process loans and updates all referral partners with just a few clicks.
Using our built-in Zapier integration, sync referrals from your personal website, social media channels or other lead sources, bringing them into a single location for quick and easy follow up.
Send automated weekly reports sent to your referral partners, including all leads, status, milestones, and any notes you choose to share. Pick which day of week and what time, and Aidium automatically sends out the lead report.
With a single click, Aidium can contact any of your referral partners, as well as the client. Aidium integrated with all of the major LOS platforms and will automatically update any information put into your LOS in real time. Track milestones, and update all parties for all of your transactions .
Using our native integration with MAXA Designs, co-marketing with your referral partners is a breeze. Select from one of our pre-built templates and send content quickly and easily from both you and those that you rely on for ongoing business growth.
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 Automation
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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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 >
Aidium's integration with Maxa enhances mortgage marketing with exclusive templates, video editing, and AI-driven content writing, streamlining efficiency and maintaining brand consistency.
View Our MAXA Integration >
Jared Plonski
Sales Manager, Movement Mortgage
Ian Kimball
Executive Director of Strategy, Service First Mortgage
Jimmy White
Branch Manager, LeaderOne
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.
