Aidium — Mortgage CRM
Aidium (evolved from Whiteboard Mortgage CRM) is a mortgage-specific CRM with automation, marketing, and referral partner tools. Positioned to compete with
Category: Mortgage CRM
Modern mortgage CRM (formerly Whiteboard).
Aidium (evolved from Whiteboard Mortgage CRM) is a mortgage-specific CRM with automation, marketing, and referral partner tools. Positioned to compete with Surefire and Bonzo among IMBs and top-producer teams.
Best for
Top-producer teams and IMBs.
Key capabilities
- Automation workflows
- Partner marketing
- Video messaging
- LOS integrations
Headquarters: Fort Worth, TX
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For loan officers
Aidium handles your file. We handle the follow-up.
Keep every borrower and referral partner warm while the file moves, without hiring an assistant.
- Automated follow-up on every lead
- Realtor partner updates and co-marketing
- Rate-drop and equity alerts on past clients
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