Out-of-the-Box Reports
Knowing your numbers has never been easier
Aidium's Out-of-the-Box Reports are a set of comprehensive, ready-made reports designed for mortgage professionals. Get revenue-driving insights right in your mortgage CRM, that include insights for everyone—from producers to marketers to the C-Suite.
Enterprises and top producers at top IMBs use Aidium
Thrive Mortgage
NEO Home Loans
Service First Mortgage
Better Mortgage
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
Our enterprise-level reports offer an array of insights that support mortgage leaders like Branch Managers, Heads of Marketing, Compliance and Production. We offers the following reports as part of our Out-of-the-Box Enterprise Reports.
Marketing Analytics
Track campaign engagement, measure campaign effectiveness, and identify opportunities to optimize campaigns across your organization.
Branch Performance & Pipeline
View production performance and profitability by branch. Visualize pipeline, margin efficiency, concessions, conversion rates, profitability and more.
Team Financial Performance
Understand how each team is contributing to your organizations financials. Get a cost breakdown by team, team net income by month, team performance by month, projected volume by team, and more.
Team Rollups
Get summaries of each team-level report, tailored to executives. View stats like units and volumes, pull-through rates and conversion details—all at a high level and broken down by team.
Operations Report
Stay ahead of the curve with operational capacity metrics: view transactions scheduled to close this month, a ninety-day forecast for funded loans, average fallout rates, and your users with the highest and lowest fallout rates.
Compliance Dashboard
Monitor compliance in your messaging to surface potential concerns early. Track texting opt-out rates by employee, identify problematic messages, and maintain oversight of all communications sent via Aidium.
Team reports
Empower your loan officers with actionable, easy-to-understand data: team-level reports are available in each team’s workspace, giving them detailed dashboard to optimize their strategies.
Producer Leaderboards
See which producers are leading the pack based on funded volume, conversion rates and more.
Team Marketing Analytics
Same as the Enterprise Marketing Analytics report, but at the team level. Empower your LOs with insights into their automation performance.
Conversion Details
Loan officers can see exactly where their contacts are dropping off the most, and effectively optimize their strategies.
Units & Volumes
Give producers a view of their funded units, volume, and loan attributes, so they can understand how they're progressing over time.
CRM Activities
Track the volume and breakout of CRM activities, including metrics related to CRM tasks, calls, SMS and emails.
Referral Partners
Show producers which referral partners are contributing the most to their referral business.
Metrics you get with Out-of-the-Box Reports
Reporting in mortgage CRMs is often limited. Aidium is breaking the mold with a wide variety of ready-made reports that help enterprises and loan officers make data-driven decisions. Look forward to metrics like:
Reports for Every Role
Insights for leaders and loan officers alike
Our set of Out-of-the-Box Reports include meaningful analytics for many of the key roles in your enterprise: from producers, to CEOs, to heads of marketing, compliance, technology, sales, finance and operations.
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.
Schedule Reports
Keep everyone in the loop with report scheduling
Would you like to get detailed reports on your mortgage business sent straight to your inbox every week? Aidium's Out-of-the-Box Reports can be scheduled to send automatically to whoever you choose, at a cadence that works for you.
Filter Reports
Filter reports by team, referral partner, date and more
Aidium makes it easy to slice and dice your data by team, referral partner, date and more. Get the specific details you need in seconds.
Enterprise report highlights
Branch Metrics
Branch performance and pipeline
Have multiple branches? Aidium makes it easy to visualize key metrics across your branches, and understand the strengths and weaknesses of each, including details related to margins, concessions, profitability, conversion rates and performance against goals.
Operational Metrics
Operations report
Too many mortgage enterprises struggle to understand their operational capacity and predict constraints ahead of time. This report offers with charts like a ninety-day funded loan forecast, fallout rates by producer, and top producers, processors and underwriters by transaction volume.
Compliance Metrics
Compliance report
What if it was easy to identify potential compliance issues before they arise? Now you can have a compliance report which helps you identify risks before they become problems: see users with high SMS unsubscribes, identify messages with profanities and more.
Team Metrics
Team financial performance
Get insights into financial performance of each team. View data like projected volume by team, cost breakdown by team, team net income by month, team over under performance by month, leading indicators tables.
Looking for custom reporting?
Aidium builds custom reports tailored to your specifications using data from any tool that integrates with the platform. Plus, get custom reporting at a fraction of the cost and time typically required to build custom reports yourself.
Aidium Custom Reporting
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