Experience the full power of Aidium's Reporting features. From pie charts to percentage readouts, our tools are designed to give you a competitive edge. Contact us to learn more or schedule a demo and see how Aidium's Reporting can transform your business insights.
Request a Demo
Transform the way you understand your mortgage business with Aidium's comprehensive Reporting capabilities. Our dynamic dashboards and in-depth reports provide you with the intelligence you need to make data-driven decisions that enhance your services and propel your business forward.
Detailed Reports for In-Depth Analysis
Our dashboards are a treasure trove of information, showcasing everything from conversion percentages and durations to FICO score distributions. The intuitive interface allows you to swiftly navigate through the data, providing a panoramic view of your business health.
Referral Insights and Loan Attributes
Uncover the potential within your referral network with our pie chart visualizations. Identify top referral partners and sources, and tailor your strategies to capitalize on these relationships. The Loan Attributes chart slices through the complexity, offering you a clear understanding of your portfolio mix.
Dive into Data-Driven Decision Making
Welcome to the future of mortgage brokerage analytics, where every number tells a story. Our state-of-the-art reporting tools are meticulously crafted to empower brokers like you to harness the power of data. Visualize your growth trajectory with dynamic dashboards that bring to light your year-over-year volume and month-over-month unit trends.
Coach and Elevate with Precision
Transform your Loan Officers into market maestros with actionable insights. Our platform serves as your coaching command center, enabling you to set intelligent targets and foster accountability. Watch your team's performance soar with transparent operational insights at your fingertips.
Need a customized view? Aidium's reporting tool allows you to create custom reports that fit your unique business needs. Whether you're looking for specific loan attribute trends or want to track Fallout in more detail, our platform is flexible to your requirements.
Request a Demo
Visualize growth trends and adjust strategies with year-over-year and month-over-month volume analytics.
Assess unit performance across timeframes to pinpoint market shifts and opportunities.
Quantify lead-to-application success and unlock new growth potentials with our conversion metrics.
Streamline sales cycles by monitoring lead-to-close durations for enhanced process efficiency.
Evaluate credit trends and align offerings with our comprehensive Fico score analysis.
Identify top referral partners contributing to revenue with our intuitive funding insights.
Maximize marketing by tracking which referral sources are most effective in funding ratios.
Dissect loan portfolios by type and terms with our detailed loan attribute breakdown.
Minimize risk by tracking and addressing fallout rates with our preemptive analytics.
Celebrate and replicate success using insights from our Top Producers’ performance metrics.
Minimize Fallout, Maximize Performance
Our platform not only spotlights successes but also highlights areas for improvement with fallout rates and percentages. Equip yourself with the knowledge to make impactful changes.
Referral Insights and Loan Attributes
Uncover the potential within your referral network with our pie chart visualizations. Identify top referral partners and sources, and tailor your strategies to capitalize on these relationships. The Loan Attributes chart slices through the complexity, offering you a clear understanding of your portfolio mix.
Supreme Referral Partner Value
Conduct a thorough evaluation of your referral partners to determine and reinforce the most valuable relationships. Gain insights into each partner's impact on your business to better direct recognition and resources.
Referral Source Effectiveness
Refine your marketing approach by analyzing the effectiveness of various referral sources. By closely monitoring which avenues bring in the highest quality leads, you can allocate your marketing efforts and resources more effectively.
Jared Plonski
Sales Manager, Movement Mortgage
Ian Kimball
Executive Director of Strategy, Service First Mortgage
Jimmy White
Branch Manager, LeaderOne
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 Automation
Aidium's Mortgage CRM automation streamlines your processes, improves client relationships and increases lead conversion rates through intelligent workflows and data-driven strategy.
More about Mortgage Lead Conversion ➡
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.
More about Mortgage Marketing ➡
Mortgage Playbooks
Aidium empowers loan officers by automating the creation of customized, compelling, and compliant marketing materials that resonate with your audience and produce quality leads.
More about Mortgage Playbooks ➡
Mortgage Referrals
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.
More about Mortgage Referrals ➡
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.
More about Enterprise Management➡
Seamlessly integrate with your existing CRM for mortgage or suite of loan officer tools using our Zapier API integration. Whether you need a free mortgage CRM or mortgage database software, Aidium has you covered.
View Our Zapier Integrations>
Aidium and SimpleNexus synergize to revolutionize your mortgage experience. Harness the power of combined innovation for streamlined operations, enhanced engagement, and next-level closings.
View Our SimpleNexus Integration >
Aidium's integration with Maxa enhances mortgage marketing with exclusive templates, video editing, and AI-driven content writing, streamlining efficiency and maintaining brand consistency.
View Our MAXA Integration >Our mortgage CRM software is more than a tool—it's the ultimate mortgage CRM system that redefines the way you manage your mortgage operations. With modern cloud hosting that adapts to any device, Aidium offers unrivaled accessibility, functionality, and security as the best mortgage CRM software.
Connect, collaborate, and conquer your mortgage goals with Aidium – anytime, anywhere, on any device. This is the future of CRM for mortgage lenders, mortgage sales tools, and mortgage CRM for loan officers.
