A deep divide exists in mortgage lending: top producers demand control over their processes, while enterprises need consistent branding and regulatory compliance. This conflict has made company-wide CRM adoption a persistent challenge.
NEO Home Loans turned this assumption on its head: thanks to Aidium, they achieved over 70% daily usage rate and a remarkable 65-70% customization rate among Aidium CRM users. Their success demonstrates how the right technology can bridge the gap between enterprise control and producer autonomy, when designed intentionally.
NEO Home Loans faced a distinctive challenge. As a company with a reputation for attracting and developing high performing loan officers, they needed to solve what seemed like an impossible equation: How do you implement an enterprise CRM that top producers will actually use, while still maintaining brand and regulatory compliance?
"Top producers have their own proven systems, and they've earned the right to work their way," explains Ryan Grant, President of NEO Home Loans. "The traditional enterprise CRM approach of forcing everyone into the same box simply doesn't work for this group. We needed something different."
What NEO discovered with Aidium was a fundamental shift in enterprise CRM philosophy. Instead of forcing all their producers onto one monolithic CRM, Aidium's platform enabled a high level of team customization while maintaining robust compliance guardrails.
The results were unprecedented: In the first week of implementation, NEO's top producers weren't just using the system daily - they were making it their own. A staggering 65-70% of NEO's Aidium users created their own custom automations—a metric that shattered typical adoption patterns for enterprise CRM rollouts. "What we're seeing isn't just adoption—it's embracement," notes Danny Horanyi, Co-Founder of NEO Home Loans.
"Our top producers are building their own workflows and automations within the platform because, for the first time, they have an enterprise system that adapts to them rather than the other way around."
NEO understood that top producers thrive when given flexibility in how they operate. Rather than impose rigid systems, they chose Aidium to empower producers while maintaining compliance standards. The platform seamlessly handles both enterprise and regulatory compliance—from consistent branding and required disclaimers to TCPA compliance and SOC 2certification—proving that customization and compliance can coexist effectively.
"Many people believe customization and compliance are at odds—perhaps because platforms have traditionally been too rigid," explains Grant. "With Aidium, we're allowing customization with oversight. They're not mutually exclusive anymore."
Danny Horanyi
Aidium + NEO
The key differentiator wasn't just the technology—it was the philosophy behind it. While other enterprise CRMs offer surface-level configuration, Aidium provided what top producers really needed: the freedom to operate their way while staying within the enterprise ecosystem. NEO's top producers can now :
Create sophisticated custom automations that match their unique business strategies
Access and utilize NEO's enterprise materials and branding while maintaining compliance
Maintain their individual workflows without compromising enterprise standards
Scale their personal processes using enterprise-grade tools
Customize their approach while automatically adhering to regulatory requirements
Aidium + NEO
The true measure of success wasn't just in the numbers—though the over 70% daily adoption rate and 65-70% customization rates speak volumes. It was in proving that enterprise control, regulatory compliance, and producer flexibility aren't mutually exclusive. NEO Home Loans demonstrated that with the right tool, you can unite top producers and enterprise requirements on a single platform while maintaining the highest standards of compliance.
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