1. [Home](https://www.g2.com/)
2. ...
3. [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)
4. [Aidium Mortgage Discussions](https://www.g2.com/products/aidium-mortgage/discuss)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_68f6dd0fe17931fa39b20f38a552c75f/aidium-mortgage.png "Product Avatar Image")
](/products/aidium-mortgage/reviews)

[

Aidium Mortgage

](/products/aidium-mortgage/reviews)

(7)3.9/5

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.

Show More

* * *

### 14.0

Nps Score

Already have Aidium Mortgage?

### All Aidium Mortgage Discussions

Search

Most CommentedMost HelpfulPinned by G2Newest

All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments

FilterFilter

Filter byExpand/Collapse 

Sort by

Most Commented

Most Helpful

Pinned by G2

Newest

Filter by

All Discussions

Discussions with Comments

Pinned by G2

Discussions without Comments

 ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question")
G2

Pinned by G2 as a common question

•

almost 3 years ago

More Options
- 

[
# What is Whiteboard CRM used for?
](/discussions/what-is-whiteboard-crm-used-for)
What is Whiteboard CRM used for?

[

Mortgage CRM Software

](https://www.g2.com/tags/mortgage-crm-software)

* * *

\<0\>0\>Upvotes

* * *

0 Comments

[![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Aidium+Mortgage+questions+and+get+answers+from+expert+users+in+our+Aidium+Mortgage+Discussions+section.&title=Aidium+Mortgage+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faidium-mortgage-crm%2Fdiscuss)

[![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Aidium+Mortgage+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faidium-mortgage-crm%2Fdiscuss&via=G2dotcom)

[![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faidium-mortgage-crm%2Fdiscuss)

[![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Aidium+Mortgage+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faidium-mortgage-crm%2Fdiscuss%0aAsk+Aidium+Mortgage+questions+and+get+answers+from+expert+users+in+our+Aidium+Mortgage+Discussions+section.)

[![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Aidium+Mortgage+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faidium-mortgage-crm%2Fdiscuss%0aAsk+Aidium+Mortgage+questions+and+get+answers+from+expert+users+in+our+Aidium+Mortgage+Discussions+section.)

 ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link")

## Start a New Software Discussion

Have a software question?

Get answers from real users and experts

[Start A Discussion](/products/aidium-mortgage/discussions/new)

* * *

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/086ce1195eb7feaf91694f0446aa037c/aidium-mortgage.svg "Product Avatar Image")

### Have you used Aidium Mortgage before?

Answer a few questions to help the Aidium Mortgage community

[
Yes
](javascript:void(0))[
Yes
](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faidium-mortgage-crm%2Fdiscuss%3Fsmall_ask%3Daidium-mortgage)
No