+
+

Related Products

  • Shape Software
    130 Ratings
    Visit Website
  • monday sales CRM
    1,520 Ratings
    Visit Website
  • Pipedrive
    8,642 Ratings
    Visit Website
  • HubSpot CRM
    24,151 Ratings
    Visit Website
  • Mortgage Automator
    187 Ratings
    Visit Website
  • SalesNOW
    89 Ratings
    Visit Website
  • Repfabric
    53 Ratings
    Visit Website
  • Sage Intacct
    7,363 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • Intapp DealCloud
    36 Ratings
    Visit Website

About

Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.

About

Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Mortgage professionals and mortgage lenders

Audience

Mortgage lenders looking for a complete Mortgage and Loans solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per user per month
Free Version
Free Trial

Pricing

$79 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Aidium
Founded: 2019
United States
thinkaidium.com

Company Information

Floify
Founded: 2013
United States
floify.com

Alternatives

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
Freshsales

Freshsales

Freshworks
monday sales CRM

monday sales CRM

monday.com
QuickQual

QuickQual

LenderLogix

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Integrations

ARIVE
Box
BytePro
DocMagic
Docusign
Encompass
Facebook
Gmail
Google Drive
LeadMailbox
LendingPad
OSE
Plaid
Redfin
SimpleNexus Mortgage Platform
Slack
Surefire CRM
Zapier
leadpops
realtor.com

Integrations

ARIVE
Box
BytePro
DocMagic
Docusign
Encompass
Facebook
Gmail
Google Drive
LeadMailbox
LendingPad
OSE
Plaid
Redfin
SimpleNexus Mortgage Platform
Slack
Surefire CRM
Zapier
leadpops
realtor.com
Claim Aidium and update features and information
Claim Aidium and update features and information
Claim Floify and update features and information
Claim Floify and update features and information