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Description
Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment.
Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions.
With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies.
The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio.
Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface.
This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.
Description
IQProspects serves as a user-friendly CRM growth engine designed specifically for banks and credit unions, enhancing sales and service efforts. Top commercial bankers spend a significant portion of their day engaging with customers and potential clients, and now there's a solution that facilitates relationship-building even while on the go. With the Quest Analytics mobile applications, productivity is maximized outside the office, allowing bankers to stay connected and efficient. IQProspects meticulously tracks every phase of the loan process, from initial opportunity to underwriting and ultimately to closing. If delays in loan processing are an issue, the customizable workflow within IQProspects streamlines operations to ensure loans are completed swiftly and accurately. The journey begins with identifying a prospect, and Quest monitors progress throughout this entire process. In addition, IQProspects introduces new marketing event management features that enable institutions to effectively oversee each golf outing, charity event, or any other marketing initiative aimed at strengthening relationships, providing a comprehensive toolset for modern banking. This innovative approach not only enhances productivity but also fosters deeper connections with clients and the community.
API Access
Has API
API Access
Has API
Integrations
ARIVE
BoomTown
Encompass
Facebook
Gmail
LeadMailbox
LendingPad
Microsoft Outlook
OSE
Redfin
Integrations
ARIVE
BoomTown
Encompass
Facebook
Gmail
LeadMailbox
LendingPad
Microsoft Outlook
OSE
Redfin
Pricing Details
$79 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Aidium
Founded
2019
Country
United States
Website
thinkaidium.com
Vendor Details
Company Name
Quest Analytics
Founded
2001
Country
United States
Website
www.quest-analytics.com/iqprospects
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
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management