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Out-of-the-Box Reporting
Comprehensive reports built for mortgage professionals. These ready-made reports provide data-driven insights to drive revenue for everyone from producers to marketers to the C-Suite.
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Thrive Mortgage
NEO Home Loans
Service First Mortgage
PRMG
Aidium's Out-of-the-Box Reports are a set of comprehensive and advanced reports designed for both mortgage executives and loan officers. Get all the crucial data you need to optimize your business and coach your team better.
Get insight into each branch's performance. Visualize pipeline, margin efficiency, concessions, conversion rates, profitability and more—all segmented by branch.
Stay ahead of the curve with operational capacity metrics. Predict staffing needs ahead of time with forecasted volume numbers. View performance KPI's by team.
See where you're losing leads to effectively optimize your business.
View stats on funded units and volume, as well as loan attributes.
Understand the CRM activities each team is performing like tasks, calls, texts and emails.
Know at all times how you’re tracking towards your goal as a producer or manager.
See which producers are leading the pack based on funded volume and conversion rates.
Get to know which referral partners are helping you the most to optimize your referral business.
REPORTS FOR EVERY ROLE
Out-of-the-Box Reporting comes with meaningful analytics the whole enterprise. The variety of reports included are designed to give everyone critical insights—from Producers, to CEOs, to Heads of Marketing, Compliance, Technology, Production, Finance and Operations.
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REPORTS FOR MARKETING DEPARTMENTS
Ready to optimize your marketing efforts? Make confident, data-driven decisions with our Marketing Analytics report. View campaign engagement, track unsubscribes, see which automations are driving revenue, and optimize your conversion rates.
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REPORT SCHEDULING
How would you like to get detailed reports on your mortgage business sent straight to your inbox every week? Or send monthly reports your producers and executive team? Aidium's Out-of-the-Box Reports can be scheduled to send automatically to whoever you choose, at a cadence that works for you.
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COST EFFECTIVE
We're on a mission to make data-driven insights accessible to all mortgage businesses. Get advanced analytics about your business without paying a fortune to build reports yourself.
COMPREHENSIVE REPORTS
Reports with other CRM's are often limited. Aidium's reports are meticulously crafted to empower brokers with all the data they need to do smarter business. Here are just some of the metrics you can look forward to:
Aidium is happy to build you your own set of Custom Reports. Report on data from any tool we integrate with, and get it all at a fraction of the cost and time to build custom reports yourself.
Aidium Custom Reporting ➡
This guide equips industry leaders with the knowledge to transform scattered data into comprehensive insights, driving smarter decisions, optimized operations, and significant growth in their mortgage business.
View This Free Guide >
Marketing automations and reporting in one centralized platform
Let automations reclaim your time and start spending it where it really matters
Track, nurture, and convert leads into happy clients
Supercharge your mortgage business with our email and SMS automations, pre-built playbook automations, LOS integrations, referral partner reports and more.
