Audience

Mortgage professionals and mortgage lenders

About Aidium

Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI.

Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals.

Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy.

Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio.

Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.

Pricing

Starting Price:
$79 per user per month
Pricing Details:
Billed annually. Set up and onboarding costs $299.

Integrations

Ratings/Reviews

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Company Information

Aidium
Founded: 2019
United States
thinkaidium.com

Videos and Screen Captures

Aidium Screenshot 1
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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Phone Support
Online

Aidium Frequently Asked Questions

Q: What kinds of users and organization types does Aidium work with?
Q: What languages does Aidium support in their product?
Q: What kind of support options does Aidium offer?
Q: What other applications or services does Aidium integrate with?
Q: Does Aidium have a mobile app?
Q: What type of training does Aidium provide?
Q: How much does Aidium cost?

Aidium Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Residential Mortgages
Refinance Management
Credit Reporting
Closing Documents
Contact Management
Pipeline Management
Loan Origination
Commercial Mortgages
Document Management
Loan Servicing
Customer Statements
Pre-Qualification
Electronic Applications
Amortization Schedule
Client Database
Government Loans

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Reporting / Analytics
Pipeline Management
Task Management

Aidium Additional Categories