---
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 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-10+21%3A48%3A44+-0500&secure%5Bsession_id%5D=c9a212d4-1c2e-4bc6-bed2-9e0c60e7ce69&secure%5Btoken%5D=b7e9131505d51b40419a1d1fc14d197d56044aea2d1000d0de7b2791d2b0a0f4&format=llm_user)

## Aidium Mortgage Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM
- Commercial Mortgages
- Third-Party Integrations

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM
- Workflow Management
- Loan Management
- Document Management
- Escrow Management
- Property Tax Management
- Lead Management
- Borrower Management
- Pricing Management
- Pipeline Management
- Refinance Management
- Task Management
- Compliance Management
- Residential Mortgages

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

**Additional Functionality**
- Third Party Loan Origination
- Loan Servicing
- Outsource Processing
- Pre-Qualification
- Loan Origination
- Visual Presentation
- Accounting
- Activity Dashboard
- For Brokers
- Credit Reporting
- Generative AI
- API
- Client Database
- HUD Settlement Statements
- Search/Filter
- Government Loans
- For Borrowers
- Promissory Notes
- Multi-Branch
- AI Copilot
- Lender Search
- Reporting & Statistics
- Document Storage
- Marketing Automation
- Contact Management
- Amortization Schedule
- Customer Statements
- Electronic Applications
- Payment Tracking

## Top Aidium Mortgage Alternatives
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews)
  - [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) - 4.5/5.0 (68 reviews)
  - [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) - 4.9/5.0 (98 reviews)