Aidium helps mortgage professionals stay organized and focused by combining smart automation with convenient CRM tools. While feature customization could benefit from some updates, its practical insights and seamless integrations effectively support lead and workflow management, making everyday operations simpler and faster.
Aidium Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Aidium?
Aidium is designed to unify sales, marketing, and compliance workflows for lenders and loan officers through an efficient mortgage CRM platform. The software offers customizable pipelines, task automation, and multi-channel communication tools, including email, SMS, and phone. Aidium also features advanced reporting and AI-driven insights to help teams prioritize leads and forecast business performance. Aidium software simplifies mortgage operations and improves collaboration across teams, making it a reliable option for its industry professionals.
Aidium Pricing
The Aidium cost starts at $139/per user/month and $299 for the initial setup.
Disclaimer: The pricing is subject to change.
Aidium Integrations
Aidium supports integration with multiple platforms, such as:
- Zillow Rental Manager
- Salesforce
- SimpleNexus
- Snowflake
- Twilio Software
- LendingTree
Who Is Aidium For?
Aidium serves a range of mortgage industry professionals, including:
- Loan Officers
- Branch Managers
- Marketers
- Compliance Teams
Is Aidium Right For You?
Aidium provides an all-in-one mortgage CRM software that includes AI-driven automation, marketing tools, and compliance features designed to simplify workflows and improve lead management. The platform offers various robust integration and reporting capabilities to help mortgage professionals make data-informed decisions and prioritize high-value leads. Aidium is an ideal choice for teams looking to enhance efficiency and collaboration throughout the mortgage process.
Still unsure about Aidium? Contact our support team at (661) 384-7070 for further guidance.
Aidium Features
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.
See How It WorksAidium 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.
See How It WorksThe 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.
See How It WorksAidium’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.
See How It WorksThe 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.
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