Aidium
The Ultimate Mortgage CRM.
Overview
Aidium is a mortgage CRM platform designed to be highly adopted by both enterprise teams and individual loan officers. It balances the need for robust enterprise management with an intuitive experience that loan officers want to use. The platform includes comprehensive marketing capabilities, advanced reporting and data tools, and AI-powered features. Aidium was formed after Daily AI acquired Whiteboard CRM.
✨ Key Features
- CRM and pipeline management
- Marketing automation with turnkey content
- Lead capture and co-marketing
- Native Canva integration
- AI Propensity Modeling
- Advanced reporting and data warehousing
- Team-level customization
🎯 Key Differentiators
- Focus on high adoption across both enterprise and loan officer users.
- Modern, user-friendly interface.
- AI Propensity Modeling for identifying likely borrowers.
Unique Value: Aidium provides a unified and highly-adopted CRM platform that meets the needs of both mortgage executives and loan officers, driving revenue and efficiency.
🎯 Use Cases (3)
✅ Best For
- Enterprise-wide CRM adoption
- AI-powered lead targeting
- Customizable marketing campaigns
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses outside the mortgage industry.
🏆 Alternatives
Offers a more modern user experience and a stronger focus on enterprise-wide adoption compared to some legacy mortgage CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All plans (24/7 support) tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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