---
title: Aidium Mortgage Reviews
meta_title: 'Aidium Mortgage Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Aidium Mortgage works for a business like yours.
aggregate_rating:
  rating_value: 3.9
  review_count: 7
  scale: '5'
date_modified: '2026-06-24'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---

# Aidium Mortgage Reviews
**Vendor:** Aidium Mortgage CRM  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)  
**Average Rating:** 3.9/5.0  
**Total Reviews:** 7
## About Aidium Mortgage
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 Reviews
  ### 1. Aidium is a perfect fit!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Josh C. | Mortgage Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 07, 2025

**What do you like best about Aidium Mortgage?**

"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."

**What do you dislike about Aidium Mortgage?**

I would like to see a little pre-built automation that is more robust and ready to go Out of the Box.

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

Keeping me organized with leads and referral partners.

  ### 2. Good tool that increases productivity and better business interactions.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Aavinashh L. | Manager Dashboards and Business Intelligence , Enterprise (> 1000 emp.)

**Reviewed Date:** July 23, 2024

**What do you like best about Aidium Mortgage?**

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.

**What do you dislike about Aidium Mortgage?**

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.

**What problems is Aidium Mortgage 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.

  ### 3. All in One Management tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jay M. | ESG Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** January 22, 2023

**What do you like best about Aidium Mortgage?**

This tool is vital to extract customer experience information and planning future actions accordingly. Following up has never been easier.

**What do you dislike about Aidium Mortgage?**

I think they can work on their UI/UX feel and also pull the price down a bit.

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

Problems like following up on leads on time have disappeared now.

  ### 4. good experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 08, 2022

**What do you like best about Aidium Mortgage?**

variety of features in one + it saves me alot of time now that i dont need to do repetitive work

**What do you dislike about Aidium Mortgage?**

it has alot to off so its tough to get used to a first but worth it !

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

ease of use and simplicity for the salesforce pipleline

  ### 5. Aa very Unique Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Subhrant K. | Customer Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 30, 2021

**What do you like best about Aidium Mortgage?**

Features and the ease of use. Aand the Assistance provided.

**What do you dislike about Aidium Mortgage?**

Integration is not possible with few more products

**Recommendations to others considering Aidium Mortgage:**

Please subscribe to it

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

The face-to-face study concept on digital mode.

  ### 6. Drawing charts

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 08, 2021

**What do you like best about Aidium Mortgage?**

The capability to share a chart and save in CRM.

**What do you dislike about Aidium Mortgage?**

It is hard to draw the lines. Also not easy to move the lines to make charts to show the details.

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

To share with prospects the infrastructure of the product.

  ### 7. Good platform for users

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 01, 2021

**What do you like best about Aidium Mortgage?**

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

Very user-friendly UI they have.

Customer support is good

**What do you dislike about Aidium Mortgage?**

Need more enhancement in the product side for more success

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

it helped to resolve my problem very fast and easy manner. nice product


## Aidium Mortgage Discussions
  - [What is Whiteboard CRM used for?](https://www.g2.com/discussions/what-is-whiteboard-crm-used-for)

- [View Aidium Mortgage pricing details and edition comparison](https://www.g2.com/products/aidium-mortgage/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-27+18%3A39%3A06+-0500&secure%5Bsession_id%5D=81a77e7a-11bc-4bf1-8bd3-5a2465a66eb8&secure%5Btoken%5D=34a9ddb2326485f6b26874610a87d47046f5f46fd958d198c1a2bbf43a927d3b&format=llm_user)

## Aidium Mortgage Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

## Top Aidium Mortgage Alternatives
  - [Total Expert](https://www.g2.com/products/total-expert/reviews) - 4.5/5.0 (156 reviews)
  - [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) - 4.5/5.0 (67 reviews)
  - [Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews) - 4.9/5.0 (97 reviews)

