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All-in-one mortgage CRM automating lead management, marketing, and pipeline tracking.
Automates multi-channel marketing outreach using email, two-way SMS, power dialing, and direct mail integrations. Syncs loan milestone statuses automatically by integrating with major Loan Origination Systems (LOS) and SimpleNexus. Offers AI-driven propensity modeling to identify past clients and leads ready to buy or refinance. Provides custom landing page builders, co-branded marketing assets for real estate referral partners, and team analytics.
Mortgage-specific automation playbooks remove the need to configure generic CRM platforms from scratch. Native LOS integration eliminates duplicate data entry and updates loan pipeline milestones in real time. Co-branded marketing tools strengthen relationships between loan officers and real estate agent partners. AI propensity scoring prioritizes outreach by identifying borrowers most likely to apply or refinance.
Category: Marketing & Growth
Team Size: 26-100
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Aidium (formerly Daily AI) is a specialized cloud-based customer relationship management (CRM) and marketing automation platform engineered for the mortgage industry. The software unifies lead capture, pipeline management, automated multi-channel marketing, and compliance monitoring into a single interface. By providing pre-built email and SMS campaigns alongside loan origination system integrations, Aidium helps loan officers and mortgage lenders nurture borrower relationships and close deals faster.
Aidium originated from Daily AI, a mortgage automation platform founded in 2019. Operating out of Boulder, Colorado, the leadership team set out to solve low software adoption rates and fragmented tools plaguing mortgage enterprises. In 2022, Daily AI acquired Whiteboard CRM, combining marketing and pipeline capabilities to rebrand as Aidium—a unified, high-adoption mortgage CRM.
