The Aidium Platform
Integrations
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24/7 Customer Support
Around-the-clock customer support
CRM
CRM Overview
Task Management
Pipeline Management
Team Level Customization
Automations
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Communications
Marketing
Marketing Overview
Out-of-the-Box Co-Marketing
Canva Integration
Automation Playbooks
Marketing Analytics
Lead Capture & Landing Pages
Reporting & Data
Reporting & Data Overview
Out-of-the-Box Reports
Custom Reporting
Data Warehousing
Aidium Intelligence
AI Propensity Modeling
Our core CRM features, all on one page
Task organization and automation
Customizable contact and transaction pipelines
Customize fields, statuses, tags and automations by team
No-code automation builder and pre-built automations
Everything executives need for management and compliance
Compliant 2-way SMS, email and dialer
Our core marketing features, all on one page
Embeddable forms and landing pages
Co-marketing Forms, sites & flyers
Industry-leading design capabilities and brand management
Pre-built marketing campaigns & quickstart guide
Reports to understand your campaign KPIs
All of Aidium's reporting & data solutions
Reports for LOs, Branch Managers, Executives and Marketers
Let Aidium build you custom reports
Unify your data from across your tech stack
AI-driven modeling for purchase & refinance
Spotlight
Mortgage Marketing in 2025: The Ultimate Guide
This guide explores the latest mortgage marketing trends, strategies, and content tactics for brokers, loan officers, and mortgage companies in 2025.
Roles
See how Aidium supports various roles across your organization.
Heads of Marketing
Heads of Compliance
Case Studies
See how Aidium has helped other companies automate and grow their business.
Neo Home Loans: Adoption
Neo Home Loans: Aidium Intelligence
Catalyst Mortgage: Customer Support
Catalyst Mortgage : Ease of Use
Customer Support
Learn more about our industry-leading customer support service.
Implementation & Onboarding
Our Resources
Blog
Fresh insights for mortgage professionals
Guides
In-depth reading on industry best practices
Support Documentation
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All Resources
All of our resources & support documentation
Mortgage Industry Conferences: A Loan Officer's Roadmap
Discover how mortgage professionals can leverage industry events to build meaningful connections, adopt cutting-edge technologies, and gain actionable insights that turn their event investments into long-term business growth.
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Key Takeaway: Successful technology adoption starts with a strong evaluation phase: Assess your team's needs and available resources, then select solutions that align with your organization's goals and work within your means.