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Aidium
What it is
Aidium is a mortgage CRM for mortgage executives, loan officers, and producers. It combines borrower and referral partner management, loan pipeline tracking, customizable pipelines, task management, and no-code automation. Teams can use more than 80 pre-built automation playbooks or create workflows with a no-code builder. Marketing tools cover email and text campaigns, lead capture forms, landing pages, co-marketing, and analytics. Aidium Intelligence estimates purchase and refinance propensity from more than 5,000 consumer behavior data points; AI-driven personas are listed as beta. Reporting includes standard reports, custom reporting services, and data warehousing for mortgage enterprises. Communications include two-way SMS and email plus an in-app dialer, with permissions and compliance controls. The service advertises an API, native integrations, and 100+ pre-built connectors, including Encompass, Blend, Twilio, Canva, Zillow, and Snowflake. It is listed for Android, iOS, web, and API. Pricing is on request, and prospective customers can request a personalized demo.
For and against
For
- More than 80 pre-built automation playbooks
- Tracks borrowers, referral partners, and loan pipelines
- Supports two-way SMS, email, and in-app dialing
- Offers reporting and data warehousing for enterprises
- Available on Android, iOS, web, and API
Against
- Pricing is available on request
- AI-driven personas are still in beta
The verdict
Aidium brings mortgage CRM, marketing, communications, automation, and reporting into one platform. Teams must request pricing and a demo to explore the service.
Who it suits
Aidium suits mortgage businesses that need loan pipeline, borrower, and referral partner management alongside marketing and compliance workflows. Its stated audience includes mortgage executives, loan officers, and top producers.
Plans and prices
Aidium CRM
Pricing is provided through an order; fees are in U.S. dollars.
Read 4 Oct 2026 · thinkaidium.com
On the record
- AI
- Aidium Intelligence includes propensity modeling for purchase and refinance activity; AI-driven personas are described as being in beta testing.thinkaidium.com · read 4 Oct 2026
- Automation
- Aidium offers a no-code automation builder and more than 80 pre-built playbooks.thinkaidium.com · read 4 Oct 2026
- Availability and pricing
- The site invites prospective customers to request a personalized demo and asks for company, team-size, and LOS details; the pages reviewed do not state prices or trial terms.thinkaidium.com · read 4 Oct 2026
- Communications
- Aidium provides two-way SMS, email and an in-app dialer, with controls for permissions, oversight and compliance reporting.thinkaidium.com · read 4 Oct 2026
- Communications compliance
- The CRM page lists compliant two-way SMS, two-way email, and an in-app dialer, and mentions A2P10DLC registration and TCPA consent.thinkaidium.com · read 4 Oct 2026
- Company
- The maker identifies the service provider as Aidium, Inc., a Delaware corporation; its privacy policy gives a Boulder, Colorado mailing address.thinkaidium.com · read 4 Oct 2026
- CRM features
- The CRM includes customizable pipelines, no-code automations, task management, and enterprise controls.thinkaidium.com · read 4 Oct 2026
- Implementation
- The maker describes implementation and onboarding as supported by an expert team and its open API.thinkaidium.com · read 4 Oct 2026
- Integrations
- The maker lists Encompass, Arive, LendingPad, Blend, SimpleNexus, Twilio, Gmail, Outlook, Canva and other integrations, and says Aidium has an API and 100+ pre-built connectors.thinkaidium.com · read 4 Oct 2026
- Intended customers
- Aidium’s terms say its services are intended for business and professional users, not private or household purposes.thinkaidium.com · read 4 Oct 2026
- Intended users
- Aidium says it is designed to balance mortgage enterprise needs with loan officers’ workflows and customization.thinkaidium.com · read 4 Oct 2026
- Marketing
- The platform includes marketing automation, turnkey content, lead capture, co-marketing and a native Canva integration.thinkaidium.com · read 4 Oct 2026
- Mobile app
- Aidium’s privacy policy refers to an Aidium mobile application, but does not specify its supported mobile operating systems.thinkaidium.com · read 4 Oct 2026
- Product
- Aidium is a mortgage CRM platform built for mortgage executives, loan officers, and top producers.thinkaidium.com · read 4 Oct 2026
- Reporting
- Aidium offers out-of-the-box and custom reporting, along with data warehousing.thinkaidium.com · read 4 Oct 2026
- Security and compliance
- Aidium says its platform is SOC 2 Type II compliant and includes TCPA consent controls, A2P10DLC registration and audit trails.thinkaidium.com · read 4 Oct 2026
- Support
- Aidium says its support team is available 24/7 by phone, email, or chat.thinkaidium.com · read 4 Oct 2026
- What it does
- Aidium is a mortgage CRM platform for mortgage executives, loan officers and producers.thinkaidium.com · read 4 Oct 2026
