Aidium Description

Aidium is a powerful CRM tool that helps mortgage professionals streamline their processes, increase their ROI and scale operations.

Aidium's Lead Conversion Software will help you streamline your loan origination with its ability to nurture leads, increase the number of successful mortgage deals, and convert more leads.

Aidium's Mortgage Automation CRM automates your processes and improves client relationships. It also improves lead conversion through intelligent workflows, data-driven strategy, and data-driven workflows.

Aidium's Marketing Software includes a comprehensive set of tools to maximize lead generation, improve client engagement and grow your loan portfolio.

You can share your pipeline with your team and have them follow up on leads as needed. Do you have multiple team members contacting prospects? You can now see all their activity in a single, easy-to-use location.

Pricing

Pricing Starts At:
$79 per user per month
Pricing Information:
Billed annually. Set up and onboarding costs $299.

Integrations

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Company Details

Company:
Aidium
Year Founded:
2019
Headquarters:
United States
Website:
thinkaidium.com

Media

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Product Details

Platforms
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online

Aidium Features and Options

CRM Software

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 Software

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

Mortgage and Loans Software

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 Software

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

Aidium Lists