Aidium

The platform lets mortgage professionals set up contact and transaction pipelines that fit the way their teams work. Users can customize fields, statuses, and tags to match their specific processes. Aidium includes a no-code automation builder, which helps users create task reminders and automations without needing technical skills. There are also pre-built automations to help keep track of lead follow-ups and client communications.

Aidium provides embeddable forms and landing pages that can be added to websites to collect leads easily. The software connects with Canva, so users can create marketing materials like flyers and videos right inside the CRM. It also offers a collection of ready-made marketing campaigns and automation playbooks to support ongoing outreach efforts with less manual work.

The software offers built-in reports designed for roles such as loan officers and branch managers to monitor important metrics. Users can build custom reports to bring together data from different sources for a clearer view of business performance. Marketing analytics track key indicators to help teams see which campaigns are working and where changes might be needed.

Aidium’s AI propensity modeling looks at many borrower behaviors to estimate when someone might be ready to buy or refinance a mortgage. AI personas help group contacts based on their preferences and past actions, making communications more relevant and personalized. Aidium Agents suggest which leads to focus on and recommend the next steps, helping mortgage professionals use their time wisely.

The platform supports two-way SMS, email, and phone communications within the platform, making it easier to stay in touch with borrowers. Aidium connects with key tools like SimpleNexus for loan origination and Gmail or Outlook for email and calendar syncing. These connections help avoid duplicate data entry and keep communication and scheduling organized across teams.