Learn More

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 185 Ratings

Total
ease
features
design
support
Read all reviews

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ARIVE
BoomTown
Clover
CoreLogic Listing Management Platform (Matrix)
Filogix
Gmail
HubSpot Customer Platform
LeadMailbox
Lendesk
LendingPad
Microsoft Outlook
OSE
Realtor.com
Redfin
SimpleNexus Mortgage Platform
Stripe
Trulia
Zapier
Zapier Canvas
Zillow

Integrations

ARIVE
BoomTown
Clover
CoreLogic Listing Management Platform (Matrix)
Filogix
Gmail
HubSpot Customer Platform
LeadMailbox
Lendesk
LendingPad
Microsoft Outlook
OSE
Realtor.com
Redfin
SimpleNexus Mortgage Platform
Stripe
Trulia
Zapier
Zapier Canvas
Zillow

Pricing Details

$79 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Aidium

Founded

2019

Country

United States

Website

thinkaidium.com

Vendor Details

Company Name

Mortgage Automator

Founded

2017

Country

Canada

Website

www.mortgageautomator.com

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

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

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

Alternatives

Mortgage Quest Reviews

Mortgage Quest

Market Focus

Alternatives

LoanAssistant Reviews

LoanAssistant

Integrated Accounting Solutions
The Mortgage Office Reviews

The Mortgage Office

Applied Business Software
Freshsales Reviews

Freshsales

Freshworks