Reporting & Data Overview
Reporting and data warehousing built into your CRM
Mortgage enterprises have long been lacking fast and cost-effective ways to connect their disparate data and unlock comprehensive reporting. Aidium has the solution—an open API, expert data team, data warehousing and array of reporting solutions. Data-driven decisions for mortgage enterprises are in reach now with Aidium.
Enterprises and top producers at top IMBs use Aidium
Thrive Mortgage
NEO Home Loans
Service First Mortgage
Better Mortgage
Out-Of-The-Box Reporting
Out-of-the-Box Reports for executives and producers
Get a set of comprehensive reports that help both executives and producers understand their performance. These ready-made reports provide data-driven insights that support smarter strategies and drive revenue.
Highlights:
Custom Reporting
Custom reporting at a fraction of the cost
Custom reporting shouldn’t cost a fortune or take an eternity to build. There’s an easier way—Aidium has a team of data experts and the software that make setting up custom reporting far smoother and more cost-effective than doing it yourself. Let us build you the reports of your dreams.
Highlights:
Data Warehousing
Data warehousing for mortgage enterprises
What insights might you find if you could connect data points from across your tech stack? Aidium offers data warehousing services so we can connect data from across your systems and you can see the full picture. Plus, we handle the hard work for you—from integrations to ETL to crafting custom reports.
Highlights:
Reporting and data solutions that offer unmatched business intelligence
It’s time to ask more from your CRM: Aidium’s CRM Platform comes with Out-of-the-Box Reporting for both producers and executives, and offer custom enterprise reporting and data solutions that help your business grow.
Track performance
Get data-driven insights that can be segmented by branch, team, user, referral partner and more. Track performance by channel and see performance against goals over time.
Coach your producers
It’s hard to coach your producers if you don’t know how they’re performing. Reporting helps you identify their strengths and weaknesses and coach them better.
Optimize ROI
See where you’re losing leads, which marketing campaigns are most effective and where inefficiencies lie. Optimize your campaigns, workflows and team performance.
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