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SPECIFICTION
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Aidium

thinkaidium.com

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Spec score 8.0 #11 of 29 in Mortgage CRM Software

What it is

Aidium is a mortgage CRM for mortgage executives, loan officers, and producers. It combines borrower, referral partner, and loan pipeline management with customizable pipelines, task management, and no-code automation. Teams can use more than 80 pre-built playbooks or create workflows with the builder. Marketing features include 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 out-of-the-box reports, custom reporting services, and data warehousing for mortgage enterprises. Communications include two-way SMS and email and an in-app dialer, alongside permissions and compliance controls. The maker lists a modern API, native integrations, and more than 100 pre-built connectors, including Encompass, Blend, Twilio, Canva, Zillow, and Snowflake. Aidium is listed for Android, iOS, web, and API. Pricing is on request; prospective customers can request a personalized demo. The maker describes onboarding as supported by an expert team and its open API.

Spec sheet

What it does
Aidium is a mortgage CRM platform for mortgage executives, loan officers and producers.Read 4 Oct 2026 · thinkaidium.com
Product
Aidium is a mortgage CRM platform built for mortgage executives, loan officers, and top producers.Read 4 Oct 2026 · thinkaidium.com
Intended users
Aidium says it is designed to balance mortgage enterprise needs with loan officers’ workflows and customization.Read 4 Oct 2026 · thinkaidium.com
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.Read 4 Oct 2026 · thinkaidium.com
Support
Aidium says its support team is available 24/7 by phone, email, or chat.Read 4 Oct 2026 · thinkaidium.com
Company
The maker identifies the service provider as Aidium, Inc., a Delaware corporation; its privacy policy gives a Boulder, Colorado mailing address.Read 4 Oct 2026 · thinkaidium.com
AI
Aidium Intelligence includes propensity modeling for purchase and refinance activity; AI-driven personas are described as being in beta testing.Read 4 Oct 2026 · thinkaidium.com
Automation
Aidium offers a no-code automation builder and more than 80 pre-built playbooks.Read 4 Oct 2026 · thinkaidium.com
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.Read 4 Oct 2026 · thinkaidium.com
Communications
Aidium provides two-way SMS, email and an in-app dialer, with controls for permissions, oversight and compliance reporting.Read 4 Oct 2026 · thinkaidium.com
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.Read 4 Oct 2026 · thinkaidium.com
CRM features
The CRM includes customizable pipelines, no-code automations, task management, and enterprise controls.Read 4 Oct 2026 · thinkaidium.com
Implementation
The maker describes implementation and onboarding as supported by an expert team and its open API.Read 4 Oct 2026 · thinkaidium.com
Intended customers
Aidium’s terms say its services are intended for business and professional users, not private or household purposes.Read 4 Oct 2026 · thinkaidium.com
Marketing
The platform includes marketing automation, turnkey content, lead capture, co-marketing and a native Canva integration.Read 4 Oct 2026 · thinkaidium.com
Mobile app
Aidium’s privacy policy refers to an Aidium mobile application, but does not specify its supported mobile operating systems.Read 4 Oct 2026 · thinkaidium.com
Reporting
Aidium offers out-of-the-box and custom reporting, along with data warehousing.Read 4 Oct 2026 · thinkaidium.com
Security and compliance
Aidium says its platform is SOC 2 Type II compliant and includes TCPA consent controls, A2P10DLC registration and audit trails.Read 4 Oct 2026 · thinkaidium.com

Plans and prices

Aidium CRM Priced on request Pricing is provided through an order; fees are in U.S. dollars. Read 4 Oct 2026 · thinkaidium.com

Every Aidium plan and price →

Strong points and limits

Strong points

  • More than 80 pre-built automation playbooks.
  • Tracks borrowers, referral partners, and loan pipelines.
  • Includes two-way SMS, email, and an in-app dialer.
  • Offers reporting and data warehousing for mortgage enterprises.

Limits

  • Pricing is available only on request.
  • AI-driven personas are in beta.

Who it suits

Aidium is intended for mortgage executives, loan officers, and producers, balancing enterprise needs with loan officers’ workflows and customization. Its terms describe the service as intended for business and professional users, not household use.

Verdict

Aidium combines mortgage pipeline and relationship management with marketing, automation, and reporting tools. Buyers will need to request pricing and a demo to assess the service for their organization.

Where Specifiction places it

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