--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Aidium Mortgage but has limited features. Are you part of the Aidium Mortgage team? [Upgrade your plan](https://my.g2.com/aidium-mortgage/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Aidium Mortgage CRM](https://www.g2.com/sellers/aidium-mortgage-crm) Discussions [Aidium Mortgage Community](https://www.g2.com/products/aidium-mortgage/discuss) Overview by Taylor Cormier Show More ## Top-Rated Alternatives [ ![Lead Management](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lead Management") Lead Management 4.5/5(157) ](https://www.g2.com/products/total-expert-lead-management/reviews) [ ![BNTouch Mortgage CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BNTouch Mortgage CRM") BNTouch Mortgage CRM 4.5/5(68) ](https://www.g2.com/products/bntouch-mortgage-crm/reviews) [ ![Shape Mortgage CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shape Mortgage CRM") Shape Mortgage CRM 4.9/5(99) ](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/aidium-mortgage/competitors/alternatives) ## User Insights Average based on 7 real user reviews. [Log in to unlock pricing and user insights](/login) JC Josh C. Mortgage Broker Small-Business (50 or fewer emp.) 2/7/2025 "Aidium is a perfect fit!" 4.5/5 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." Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Aidium Mortgage solving and how is that benefiting you? Keeping me organized with leads and referral partners. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Aavinashh L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aavinashh L.") AL Aavinashh L. Manager Dashboards and Business Intelligence Banking Enterprise (\> 1000 emp.) 7/23/2024 "Good tool that increases productivity and better business interactions." 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise. G2 IconValidated ReviewerIncentivizedSource: G2 invite ![Jay M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jay M.") JM Jay M. ESG Analyst Enterprise (\> 1000 emp.) 1/22/2023 "All in One Management tool" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Aidium Mortgage solving and how is that benefiting you? Problems like following up on leads on time have disappeared now. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness") UH Verified User in Health, Wellness and Fitness Small-Business (50 or fewer emp.) 6/8/2022 "good experience" 4/5 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 Review collected by and hosted on G2.com. What do you dislike about Aidium Mortgage? it has alot to off so its tough to get used to a first but worth it ! Review collected by and hosted on G2.com. What problems is Aidium Mortgage solving and how is that benefiting you? ease of use and simplicity for the salesforce pipleline Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Subhrant K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Subhrant K.") SK Subhrant K. Customer Success Manager Small-Business (50 or fewer emp.) 11/30/2021 "Aa very Unique Experience" 4/5 What do you like best about Aidium Mortgage? Features and the ease of use. Aand the Assistance provided. Review collected by and hosted on G2.com. What do you dislike about Aidium Mortgage? Integration is not possible with few more products Review collected by and hosted on G2.com. Recommendations to others considering Aidium Mortgage: Please subscribe to it Review collected by and hosted on G2.com. What problems is Aidium Mortgage solving and how is that benefiting you? The face-to-face study concept on digital mode. Review collected by and hosted on G2.com. Show More 5/30/2022 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 11/8/2021 "Drawing charts" 2.5/5 What do you like best about Aidium Mortgage? The capability to share a chart and save in CRM. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Aidium Mortgage solving and how is that benefiting you? To share with prospects the infrastructure of the product. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 9/1/2021 "Good platform for users" 3.5/5 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 Review collected by and hosted on G2.com. What do you dislike about Aidium Mortgage? Need more enhancement in the product side for more success Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More 10/4/2021 Validated ReviewerIncentivizedSource: G2 invite ## Questions about Aidium Mortgage? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Aidium Mortgage ](https://www.g2.com/products/aidium-mortgage/discussions/new) GU Guest User What is Whiteboard CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-whiteboard-crm-used-for) [ View all Discussions ](https://www.g2.com/products/aidium-mortgage/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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