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Aidium Logo

Cloud-based CRM solution for teams.

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Aidium - 2026 Pricing, Features, Reviews & Alternatives

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Aidium overview

What is Aidium?

Aidium is a customer relationship management (CRM) software designed to help mortgage professionals manage marketing campaigns, sales automation, and compliance regulation. Key features include automated partner tracking, file storage, branch and team management, security review, voice calling, bulk email, and ringless voicemail.

The platform enables managers to connect with referral partners and clients and automatically update milestones in real-time. Administrators can manage contracts, partners, documents, transactions, and drip campaigns on a centralized dashboard. Aidium allows teams to create custom landing pages, schedule loan applications, and connect with potential customers via different channels. Supervisors can also integrate the solution with loan origination systems to track progress across in-process loans.

Aidium lets stakeholders route incoming leads and track key performance indicators (KPIs) to gain visibility into conversion rate and return on investment (ROI). Operators can also track metrics such as delivered, opened, and clicked messages to manage marketing campaigns.

Starting price


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Aidium’s user interface

Ease of use rating:

Aidium reviews

Overall rating

4.4

/5

13

Positive reviews

85

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.91/10
Rating distribution

5

4

3

2

1

11

0

0

0

2

Pros
“Also, the ongoing support is amazing. As I continuously want to improve my communication with my referral partners, I constantly reach out to him and he's there to assist me with a smile.”
PA

Paul A.

Sales Manager

“It keeps us in front of our clients (past, present and potential) and is a great way for us to stay organized and on top of our pipeline. Amazing support and training from the get-go.”
AK

April K.

Managing Partner

“The software is so simple to understand but also very powerful. Other softwares are so difficult to learn but Whiteboard makes it so pleasant that you WANT to use it.”
CK

Christine K.

Loan Originator

Cons
“I have my whole team using it and never had any problems with new users learning the platform. I haven't been able to print from the system for over year year so they are losing a star for that.”
JD

Jeremy D.

Mortgage Consultant

“I had an extremely poor experience with this company and their customer service has basically become unresponsive. I have moved my database elsewhere.”

Verified reviewer

Anonymity request

“I think is insane that they wont let you print anything. Also they have been telling me for years they are working on the reports but nothing has changed.”
JD

Jeremy D.

Mortgage Consultant

Who uses Aidium?

Based on 13 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services
Real Estate
Banking

Use cases

CRM
Mortgage

Aidium's key features

Most critical features, based on insights from Aidium users:

CRM
Loan management
Loan servicing
Workflow management
Contact management
Pipeline management

All Aidium features

Features rating:

API
Campaign management
Client database
Client management
Dashboard
Email marketing
For brokers
Interaction tracking
Lead capture
Lead generation
Lead management
Lead qualification
Loan origination
Marketing automation
Multi-Channel communication
Referral tracking
Reporting & statistics
Reporting/Analytics
Revenue management
Sales pipeline management
Sales reports
Task management
Third-Party integrations

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Aidium integrations (1)

Aidium support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Aidium FAQs

Q. Who are the typical users of Aidium?

Aidium has the following typical customers:
Freelancers, Small Business

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Q. What languages does Aidium support?

Aidium supports the following languages:
English


Q. Does Aidium offer an API?

No, Aidium does not have an API available.


Q. What other apps does Aidium integrate with?

Aidium integrates with the following applications:
nCino’s Mortgage Suite

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