Aidium
Aidium: A mortgage CRM with advanced automation, compliance controls and extensive integrations. Ranked #9 of 29 in Mortgage CRM Software by our editors (7.8/10); pricing: Pricing on request; best for teams wanting advanced automation and integrations.
At a glance
- Editor score7.8 / 10
- PricingPricing on request
- Best forTeams wanting advanced automation and integrations
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- 80+ playbooks with no-code marketing automations
- Integrations across lending, messaging, data and CRM platforms
- AI propensity modeling plus compliance dashboards and audit trails
Where it doesn't
- Contact-sales pricing can make budget planning less direct
- Its administrative controls may exceed the needs of smaller teams
- Mobile operating-system availability is not specified
Our verdict on Aidium
Aidium is a mortgage CRM for lenders, loan officers, top producers and mortgage enterprises. It combines customizable contact and transaction pipelines with borrower lead capture, marketing automation, two-way SMS and email, an integrated dialer, task management, reporting and referral-partner co-marketing. Teams can also manage permissions, brand controls, compliance dashboards and audit trails from a shared system. Its fit is strongest for organizations that want producer-level flexibility alongside centralized oversight.
The product’s workflow depth is a central strength. No-code automations and more than 80 playbooks support repeatable marketing and operational processes, while integrated task management, pipeline tracking and reporting connect daily work with management visibility. Borrower forms and landing pages support lead capture, and referral-partner forms, sites and flyers extend the CRM beyond borrower communication. AI purchase and refinance propensity modeling adds a focused way to prioritize outreach. These capabilities suit mortgage teams with varied processes, multiple users and a need to coordinate marketing, sales activity and compliance workflows.
Aidium uses a contact-sales pricing model, so evaluation begins with a sales conversation. Its platform coverage includes web and API access, with integrations for Encompass, Arive, LendingPad, Meridian Link, Byte, Blend, Loanzify, SimpleNexus, SendGrid, Twilio, Gmail, Outlook, BigQuery, Snowflake and Salesforce. That ecosystem can fit lenders connecting loan origination, communication, analytics and CRM systems. Smaller teams seeking a simpler mortgage database or a straightforward self-serve purchase may prefer a narrower tool, while growing and enterprise-oriented teams should consider Aidium when automation, integrations and administrative controls are priorities.
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Aidium pricing
Aidium fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Live chat, Phone · 24/7 |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: Encompass, Arive, LendingPad, Meridian Link, Byte, Blend … See all → |
| Pricing | Pricing on request |
| Website | thinkaidium.com |
| Facts checked | 20 Sep 2026 |
Aidium integrations
Aidium lists 100+ integrations on its own site — the 20 named here are the ones its pages call out.
- Encompass
- Arive
- LendingPad
- Meridian Link
- Byte
- Blend
- Loanzify
- SimpleNexus (nCino)
- SendGrid
- Twilio
- Gmail
- Outlook
- BigQuery
- Snowflake
- Salesforce
- Domo
- Zoho
- Airtable
- Google Sheets
- Microsoft Dynamics 365
Alternatives to Aidium
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
Also Ranked In
Aidium is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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