Mortgage Referrals

Mortgage referral program software for loan officers

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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Simplify your complex referral management process

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.

Sync Referrals from Multiple Sources

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.

Partner Reporting

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.

Milestone Updates

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 .

Referral Co-Marketing

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.

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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Out-of-the-Box Content

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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Integrate with your favorite apps

Seamlessly integrate with your existing CRM system or suite of loan officer tools using our Zapier API integration. Keep track of all your client communications in one dashboard and create a unified client profile.

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"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

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Use Aidium on any device in any location

Our mortgage CRM software is more than a tool—it's a complete solution that redefines the way you manage your mortgage operations. Thanks to modern cloud hosting that adapts to any device, Aidium offers unrivaled accessibility, functionality, and security.

Connect, collaborate, and conquer your mortgage goals – anytime, anywhere, on any device. This is the future of mortgage CRMs for loan officers.