Out-of-the-Box Reporting

Knowing your numbers has never been easier

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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Enterprises and Top Producers at top IMBs use Aidium

Thrive Mortgage

NEO Home Loans

Service First Mortgage

LeaderOne Financial

PRMG

Reports you get

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.

Enterprise Reports

Branch Profitability

Get insight into each branch's performance. Visualize pipeline, margin efficiency, concessions, conversion rates, profitability and more—all segmented by branch.

Operations Report

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.

Team Reports

Conversion Details

See where you're losing leads to effectively optimize your business.

Units & Volumes

View stats on funded units and volume, as well as loan attributes.

CRM Activities

Understand the CRM activities each team is performing like tasks, calls, texts and emails.

Business Planning Tool

Know at all times how you’re tracking towards your goal as a producer or manager.

Producer Leaderboard

See which producers are leading the pack based on funded volume and conversion rates.

Referral Partners

Get to know which referral partners are helping you the most to optimize your referral business.

REPORTS FOR EVERY ROLE

Business intelligence for both executives and producers

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.

Learn more about Enterprise Reporting  ➡

REPORTS FOR MARKETING DEPARTMENTS

Marketing analytics that drive ROI

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.

Learn more about Marketing Reporting  ➡

REPORT SCHEDULING

Schedule automated reports to key stakeholders

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.

COST EFFECTIVE

Advanced reporting without the hefty price tag

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

Metrics you get with Out-of-the-Box 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:

Want custom reporting?

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  ➡

The Ultimate Guide to Mortgage 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 >

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All-in-One Solution

Marketing automations and reporting in one centralized platform

Time Empowerment

Let automations reclaim your time and start spending it where it really matters

Lead Management

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.

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