Automation Playbooks

Ready-to-run automation playbooks

Get automating fast with Aidium’s extensive library of 80+ turnkey automation playbooks. A set of proven campaigns created by mortgage experts, they support every stage of the loan process—from lead conversion to in-process milestones to generating repeat business.

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Cut out the legwork:
start with Aidium Playbooks

Created by Aidium’s in-house content experts, automation playbooks can be copied and edited to match your brand and tone of voice. Instead of creating automations from scratch, save time and automate confidently.

Lead conversion

In-process milestones

Partnerships

Repeat business

Long-term nurture

Holidays

Aidium Intelligence

Special events

Easy Editing

Edit Aidium playbooks to your liking

It's easy to customize any Aidium playbook to your liking using our no-code automation builder. Edit playbook copy, graphics, entry conditions, delays, and anything else in the automation in minutes—no coding knowledge or support request required.

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Types of Aidium playbooks

Lead Conversion Playbooks

Lead conversion playbooks

Designed to engage new contacts, energize referrals and awaken cold leads, these playbooks are your first step towards transforming inquiries and new connections into successful deals. Turn your potential into progress with automated campaigns designed to ensure no one gets left behind or forgotten.

In Process Playbooks

In process playbooks

Packed with essential guides, tools for continually engaging borrowers, and clear updates to all parties involved, these playbooks support every step of the in-process phase. Ensure a swift, seamless, and confident path from pre-approval to closing.

Holiday Playbooks

Holiday playbooks

Celebrate the holidays with your clients using our holiday playbooks. These playbooks keep you top of mind throughout the year and help you create new loan opportunities with continuous, timely contact.

Partnerships Playbooks

Partnerships playbooks

Cultivate robust relationships with industry partners, ensuring a steady flow of referrals and new business. Our partnerships playbooks help you reach out to real estate agents and other types of partners, and offer timely, market-relevant content that makes you a trusted expert and referral partner.

Repeat Business Playbooks

Repeat business playbooks

Designed to nurture ongoing relationships with borrowers, these playbooks create new opportunities by reaching out regarding home equity opportunities, refinances, second homes, vacation homes, renovations and more.

Long Term Nurture Playbooks

Long term nurture playbooks

Keep the conversation going with previous clients, building loyalty and trust for when they're ready to make new home decisions. Our nurture playbooks offer a slow drip cadence of outreach, helping your clients remember you when the time is right for them to transact again.

AI-Driven Automations

Aidium Intelligence playbooks

Get dedicated playbooks to pair with our AI Propensity Modeling. Automatically enroll high-intent contacts in targeted campaigns. Put prospecting on autopilot, and allow Aidium to move your contacts into relevant automations based on their propensity to purchase or refinance, and their AI-identified persona types.

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Playbooks in Spanish

Aidium offers a growing library of playbooks in Spanish. Nurture new leads, run a credit repair campaign, support the lead conversion process, offer new home buyer information and more—all with emails and texts in Spanish.

Aidium Quickstart Guide

Set yourself up for success with Aidium’s Quickstart Guide

Get the most out of our playbook library from day one: the Quickstart Guide provides a recommended path to get started, including which playbooks to turn on first and how to configure your CRM. Built from years of mortgage industry experience, the Quickstart Guide helps you get started with confidence.

Get started fast with turnkey, expert-made automations

No need to start from scratch if you want to run automations. Pull from our library of 80+ automation playbooks—created by experts, designed to help you close more loans.

Ready to run

Our 80+ pre-built automation playbooks are ready to run, simply choose a playbook and turn it on. No need to spend hours or days creating content from scratch.

Easy editing

Our intuitive, no-code automation builder makes it easy to edit playbooks. Customize playbooks to your liking, without support requests or coding.

Support every stage

Aidium playbooks support every stage of the borrower process—from lead conversion to in-process milestones to post-close nurture campaigns.