Aidium Mortgage CRM: Use-Cases, Insights and Reviews | 2026 Cuspera

Name: Aidium Mortgage CRM
Brand: Aidium Mortgage CRM
Rating: 4.47 (196 reviews)

4.47 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Mortgage CRM software with intelligent automation

Aidium Mortgage CRM Overview

Whiteboard-mortgage-crm offers features like lead and pipeline management, partner and task management, team-based texting, and a mobile app. Integrations, reports, and analytics are also included.

Use Cases

Customers recommend Social Media Analytics, Engaging And Following Up, Sending & Publishing Communications, as the business use cases that they have been most satisfied with while using Aidium Mortgage CRM.

Other use cases:

Generation Of New Leads
Playbook Creation
Lead Management
Conversion Management
Pipeline Management
Lead Engagement
Relationship Management

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Business Priorities

Enhance Customer Relationships and Improve Internal Communications are the most popular business priorities that customers and associates have achieved using Aidium Mortgage CRM.

Other priorities:

Acquire Customers
Improve ROI

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Aidium Mortgage CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Aidium Mortgage CRM works with different mediums / channels such as Mobile. Mobile App. Phone Calls etc.

Aidium Mortgage CRM's features include Personalization, Alerts: Popups & Notifications, and Templates. and Aidium Mortgage CRM support capabilities include Email Support, 24/7 Support, Phone Support, etc. also Aidium Mortgage CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"...With Whiteboard I am able to install a playbook, review the campaigns, customize my collateral and start implementation in just a couple days...." Peer review by Dio, Cornerstone Home Lending

Aidium Mortgage CRM, Interact, LinkedIn Marketing Solutions, TwentyThree Video Marketing Platform, Clickback, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Aidium Mortgage CRM

Top Industries

Real Estate
Financial Services
Banking

Popular in

Small Business
Enterprise
Mid Market

Aidium Mortgage CRM is popular in Real Estate, Financial Services, and Banking and is widely used by Small Business, Enterprise, and Mid Market.

Aidium Mortgage CRM Customer wins, Customer success stories, Case studies

What Are the key features of Aidium Mortgage CRM for Engaging And Following Up?

What solutions does Aidium Mortgage CRM provide for Sending & Publishing Communications?

How does Aidium Mortgage CRM facilitate Generation Of New Leads?

What benefits does Aidium Mortgage CRM offer for Playbook Creation?

11 buyers and buying teams have used Cuspera to assess how well Aidium Mortgage CRM solved their CRM needs. Cuspera uses 196 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.