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Aidium Mortgage CRM
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Aidium Mortgage CRM
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3.9 out of 5 stars
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Aidium Mortgage CRM Reviews & Product Details

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Aidium Mortgage CRM Overview

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What is Aidium Mortgage CRM?

Aidium is a CRM for modern mortgage companies, with an advanced Reporting Suite to boot. Aidium’s CRM is strong enough for the enterprise, but built with loan officers in mind. Easy-to-use, yet highly customizable, our CRM works for every level of loan officer. Each team can uniquely customize their pipeline and automations. Choose from 60+ proven pre-built automations, or build automations from scratch with our incredibly easy-to-use, no-code automation builder. Convert more leads and close more loans—on autopilot. Our Reporting Suite offers comprehensive Out-of-the-Box Reporting, Custom Reporting and Data Warehousing. Know your numbers and drive ROI with advanced analytics.

Aidium Mortgage CRM Details
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Aidium Mortgage CRM Community
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Product Description

Aidium is a cutting-edge Mortgage CRM and Reporting Suite built to power enterprises while keeping loan officers at the forefront. Easily customizable for every producer, Aidium delivers unmatched flexibility, and our advanced reporting tools are designed to supercharge your revenue growth.

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Aidium Mortgage CRM

Description

Aidium Mortgage CRM is a customer relationship management platform specifically designed to cater to the unique needs of the mortgage industry. This robust software tool aims to streamline operations, enhance customer interactions, and drive sales for mortgage professionals. Aidium is built with features that support lead management, automated marketing campaigns, client retention strategies, and detailed analytics, ensuring that mortgage brokers and lenders can effectively manage their customer relationships at every stage of the lending process.The platform's focus on the mortgage sector means that it includes specific functionalities tailored to the nuances of mortgage transactions, such as compliance tracking, loan status updates, and integrations with other essential industry tools. Aidium's user-friendly interface is designed to simplify the complexities of mortgage processes, making it easier for professionals to stay organized and responsive to client needs.

Overview Provided by:
Taylor Cormier

Recent Aidium Mortgage CRM Reviews

JC
Josh C.Small-Business (50 or fewer emp.)
4.5 out of 5
"Aidium is a perfect fit!"
"Loretta & Chris were in charge of my on-boarding with Aidium and I could not have asked for anyone better to help me. She stayed on schedule, on t...
Read more
Aavinashh L.
AL
Aavinashh L.Enterprise (> 1000 emp.)
4.5 out of 5
"Good tool that increases productivity and better business interactions."
Aidium is super user-friendly and very smooth for better team collaboration, one of the important features I like is their superb security as all t...
Read more
Jay M.
JM
Jay M.Enterprise (> 1000 emp.)
4.0 out of 5
"All in One Management tool"
This tool is vital to extract customer experience information and planning future actions accordingly. Following up has never been easier.
Read more

Aidium Mortgage CRM Media

Aidium Mortgage CRM Demo - No-code automation builder
Users with permissions can easily build their own automation sequences with our intuitive, no-code builder. Automate email and SMS messages, task creation, and more!
Aidium Mortgage CRM Demo - Custom Fields, Statuses and Tags
Each team can create custom fields, statuses and tags to fit their unique workflows. Do it in seconds yourself instead of waiting on support requests or CRM admin.
Aidium Mortgage CRM Demo - Drag-and-Drop Pipeline View
Each team can customize their contact and transaction pipelines. Get a quick view of your deals, drag and drop to update statuses and trigger automations.
Aidium Mortgage CRM Demo - Contact Details Page
View all related information about a given client in one place. Toggle between categories to view specifics, and send a direct email, text or call right from their page.
Aidium Mortgage CRM Demo - SimpleNexus + Aidium
Aidium, your go-to mortgage CRM software, now integrates with SimpleNexus to optimize your mortgage loan process. This integration amplifies Aidium's intelligent automation, enabling a robust and cohesive platform that allows you to recover stalled loan applications, leading to higher lead conver...
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7 Aidium Mortgage CRM Reviews

3.9 out of 5
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7 Aidium Mortgage CRM Reviews
3.9 out of 5
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3.9 out of 5
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JC
Mortgage Broker
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Aidium Mortgage CRM?

"Loretta & Chris were in charge of my on-boarding with Aidium and I could not have asked for anyone better to help me. She stayed on schedule, on task, and addressed any needs I had. I will definitely recommend Aidium to my fellow mortgage brokers." Review collected by and hosted on G2.com.

What do you dislike about Aidium Mortgage CRM?

I would like to see a little pre-built automation that is more robust and ready to go Out of the Box. Review collected by and hosted on G2.com.

What problems is Aidium Mortgage CRM solving and how is that benefiting you?

Keeping me organized with leads and referral partners. Review collected by and hosted on G2.com.

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Aavinashh L.
AL
Manager Dashboards and Business Intelligence
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Aidium Mortgage CRM?

Aidium is super user-friendly and very smooth for better team collaboration, one of the important features I like is their superb security as all the communication is encrypted and protected. Review collected by and hosted on G2.com.

What do you dislike about Aidium Mortgage CRM?

It is quite expensive for small businesses and the integration is a challenge you will face, also is cloud-based platform with good internet sometimes a challenge to use. Review collected by and hosted on G2.com.

What problems is Aidium Mortgage CRM solving and how is that benefiting you?

It is a wonderful user-friendly business communication tool, which will give a boost to your business productivity for better interactions with team members. Review collected by and hosted on G2.com.

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Jay M.
JM
ESG Analyst
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Aidium Mortgage CRM?

This tool is vital to extract customer experience information and planning future actions accordingly. Following up has never been easier. Review collected by and hosted on G2.com.

What do you dislike about Aidium Mortgage CRM?

I think they can work on their UI/UX feel and also pull the price down a bit. Review collected by and hosted on G2.com.

What problems is Aidium Mortgage CRM solving and how is that benefiting you?

Problems like following up on leads on time have disappeared now. Review collected by and hosted on G2.com.

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Verified User in Health, Wellness and Fitness
UH
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Aidium Mortgage CRM?

variety of features in one + it saves me alot of time now that i dont need to do repetitive work Review collected by and hosted on G2.com.

What do you dislike about Aidium Mortgage CRM?

it has alot to off so its tough to get used to a first but worth it ! Review collected by and hosted on G2.com.

What problems is Aidium Mortgage CRM solving and how is that benefiting you?

ease of use and simplicity for the salesforce pipleline Review collected by and hosted on G2.com.

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Subhrant K.
SK
Customer Success Manager
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
Rating Updated ()
What do you like best about Aidium Mortgage CRM?

Features and the ease of use. Aand the Assistance provided. Review collected by and hosted on G2.com.

What do you dislike about Aidium Mortgage CRM?

Integration is not possible with few more products Review collected by and hosted on G2.com.

Recommendations to others considering Aidium Mortgage CRM:

Please subscribe to it Review collected by and hosted on G2.com.

What problems is Aidium Mortgage CRM solving and how is that benefiting you?

The face-to-face study concept on digital mode. Review collected by and hosted on G2.com.

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Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Aidium Mortgage CRM?

The capability to share a chart and save in CRM. Review collected by and hosted on G2.com.

What do you dislike about Aidium Mortgage CRM?

It is hard to draw the lines. Also not easy to move the lines to make charts to show the details. Review collected by and hosted on G2.com.

What problems is Aidium Mortgage CRM solving and how is that benefiting you?

To share with prospects the infrastructure of the product. Review collected by and hosted on G2.com.

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Verified User in Accounting
UA
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
Rating Updated ()
What do you like best about Aidium Mortgage CRM?

An easy-to-use platform for mortgage users and the pricing is good.

Very user-friendly UI they have.

Customer support is good Review collected by and hosted on G2.com.

What do you dislike about Aidium Mortgage CRM?

Need more enhancement in the product side for more success Review collected by and hosted on G2.com.

What problems is Aidium Mortgage CRM solving and how is that benefiting you?

it helped to resolve my problem very fast and easy manner. nice product Review collected by and hosted on G2.com.

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Aidium Mortgage CRM Categories on G2
Mortgage CRM
Mortgage CRM

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Aidium Mortgage CRM