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Aidium Mortgage CRM

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7 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.9
Serving customers since
2019

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Star Rating

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4
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Aidium Mortgage CRM Reviews

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Profile Name
Star Rating
2
4
1
0
0
JC
Josh C.
02/07/2025
Validated Reviewer
Verified Current User
Review source: Organic

Aidium is a perfect fit!

"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."
Aavinashh L.
AL
Aavinashh L.
Dashboard and BI Manager @ Unity Small Finance Bank,Ex - ICICI Bank, Ex - Choice International
07/23/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Good tool that increases productivity and better business interactions.

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.
Jay M.
JM
Jay M.
Aspiring Roboticist
01/22/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

All in One Management tool

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

About

Contact

HQ Location:
Boulder, US

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What is Aidium Mortgage CRM?

Aidium Mortgage CRM is a customer relationship management platform specifically designed to cater to the unique needs of the mortgage industry. This robust software tool aims to streamline operations, enhance customer interactions, and drive sales for mortgage professionals. Aidium is built with features that support lead management, automated marketing campaigns, client retention strategies, and detailed analytics, ensuring that mortgage brokers and lenders can effectively manage their customer relationships at every stage of the lending process.The platform's focus on the mortgage sector means that it includes specific functionalities tailored to the nuances of mortgage transactions, such as compliance tracking, loan status updates, and integrations with other essential industry tools. Aidium's user-friendly interface is designed to simplify the complexities of mortgage processes, making it easier for professionals to stay organized and responsive to client needs.

Details

Year Founded
2019