Heads of Sales and Production
Aidium for Sales and Production Leaders
Make your producers more productive with Aidium’s modern CRM Platform. From AI propensity modeling to intelligent CRM agents and coaching-ready reporting, it’s easy to empower your team to do more in less time.
Enterprises and top producers at top IMBs use Aidium
Thrive Mortgage
NEO Home Loans
Service First Mortgage
Better Mortgage
Features
How Aidium helps Sales leaders drive results
Aidium helps sales leaders drive revenue, improve efficiency, and coach their producers at scale.
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AI Propensity Modeling
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Agentic Automation
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Advanced Reporting
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Easy to use interface
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Highly configurable CRM
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Robust Enterprise Controls
“Aidium’s enterprise solution provides everything needed in a CRM: capability, flexibility and visibility. The ability to set up workflows for all Loan Officers while allowing Top Producers to build custom content allows us to coach, train, and help Loan Officers do more business or make the business they have easier.”
Ian Kimball
Executive Director of Strategy,
Service First Mortgage
AI Propensity Modeling
Focus sales efforts on AI-identified high-intent prospects
Leverage advanced AI and machine learning to understand which contacts are ready to transact. Our AI Propensity Modeling analyzes 5,000+ consumer behavior data points to identify the highest-intent leads in your team’s database, so they know exactly where they’re see the best ROI on their efforts.
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Aidium Agents
Intelligent agents help your team move faster
Aidium Agents make it easy to automate your producers’ workflows, while keeping them in control. Agents are smart automations that present Aidium users with timely suggestions—like sending an email, SMS, or creating a task—and execute CRM actions based on simple replies.
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Aidium Reporting
Actionable insights to better coach your team
Aidium’s Out-of-the-Box Reports give Sales leaders instant visibility into what’s working in their sales pipelines—and where they can help their teams improve. Whether you want to track lead conversion by team, abandoned applications, or production KPIs by branch, our reports surface the insights you need to optimize sales performance.
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Automations
Easy-to-use and flexible automation engine
Automate repetitive work in the sales process like lead follow-ups and in-process communications. Aidium offers the easiest-to-use and most flexible automation engine in the Mortgage CRM market. From pre-built automations to a custom automation builder, Aidium makes it easy to automate sales workflows, keep your team organized, and help them maximize their time.
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Automation actions include:
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Send an SMS
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Send an email
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Create a task
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Add to automation
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Update status
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Get user input
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Add a tag
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Set a delay
Enterprise Controls
Enterprise controls to manage and coach at scale
Gain full visibility and control over your entire sales pipeline with Aidium’s enterprise management tools—built to support regional managers and national leaders alike. From team-level automation to permission-based content distribution, Aidium helps you drive consistency, compliance, and performance at scale.
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High CRM Adoption
Simple interface drives high sales team adoption
Give your sales team a CRM that’s easy to use and helps them close more loans—and they’ll actually use it. Aidium boasts industry-leading CRM adoption rates because it’s designed for producers of all levels: it’s quick to navigate, easy to learn and simple for producers to configure to their unique workflows.
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Benefits
Why Sales leaders choose Aidium
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Make your producers more productive
Aidium simplifies how producers work by centralizing tools, contacts, and workflows in one intuitive platform—and layers on automation and AI capabilities. Supercharge your sales team with one powerful tool.
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Recruit and retain top talent
Top performers want tools that help them win. Aidium equips your loan officers with smart, time-saving tools that reduce busywork and free them up to spend their time building stronger human relationships.
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Boost sales team efficiency
Streamline your sales process from lead to close with workflow automations, intelligent agents, and a variety of productivity tools—all in one centralized system that is built to drive more revenue.
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High CRM Adoption
Aidium makes CRM adoption effortless by meeting your team where they are. With a clean interface, pre-built workflows, and enterprise-grade automation, adoption isn’t a hurdle—it’s a habit.
What Aidium users are saying...
“What we're seeing isn't just adoption—it's embracement. Our top producers are building their own workflows and automations within the platform because, for the first time, they have an enterprise system that adapts to them rather than the other way around."
Danny Horanyi
Co-Founder,
NEO Home Loans powered by Better
“Aidium’s enterprise solution provides everything needed in a CRM: capability, flexibility and visibility. The ability to set up workflows for all Loan Officers while allowing Top Producers to build custom content allows us to coach, train, and help Loan Officers do more business or make the business they have easier."
Ian Kimball
Executive Director of Strategy,
Service First Mortgage
"Support is massively important. If our team is trying to do something and they can't, things wouldn't get done. When they need help, they need it now...with Aidium, when our team needs assistance, they get it immediately, which is crucial."
John Meussner
Executive Vice President of Production,
Catalyst Mortgage
Integrate your tech stack
Aidium has a modern API, native integrations with common mortgage softwares, and 100+ pre-built connectors. Connect quickly and easily with your LOS, POS, lead sources and more.
Discover all integrationsCase studies
Hear success stories from Aidium users
How customer support translates to adoption
Catalyst Mortgage tried platform after platform—until Aidium. What changed? Excellent customer support available 24/7, and a CRM simple enough that their producers actually use it.
Finding new opportunities with Aidium Intelligence
After implementing Aidium Intelligence, NEO Home Loans found a treasure trove of hidden opportunities in their database, and learned exactly which contacts were most ready to transact.
Driving CRM adoption
See how NEO Home Loans went from struggling with CRM adoption among their producers, to 65% of their producers not just on Aidium, but as power users.
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