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Aidium Mortgage
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.
What it does
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.
Why it works
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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As of 2026
Marketing & Growth
Revenue: $1M-$10M ARR
All-in-one mortgage CRM automating lead management, marketing, and pipeline tracking.
Overview
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.
Funding status: Funded
Revenue source: Subscriptions
Customer type: B2B
Pricing: Subscription
Tech stack: React, Node.js, Python, AWS, PostgreSQL, Twilio API, Webhooks
Platform: Web
Integrations: SimpleNexus, Salesforce, Zillow, LendingTree, Twilio, Snowflake, Google Workspace, Microsoft Outlook, Zapier
Founder story
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.
What it does
- 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.
Who it's for
- Mortgage Loan Officers & Originators
- Independent Mortgage Brokerages
- Enterprise Retail Lenders & Branches
- Mortgage Marketing Teams
Why it works
- 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.
Growth strategies
- Expanding product capabilities via strategic acquisitions, including merging Daily AI with Whiteboard CRM to form Aidium.
- Securing Growth and Series A venture capital funding from firms like PeakSpan Capital to scale sales velocity.
- Building deep tech partnerships and native integrations with core mortgage platforms like SimpleNexus and Salesforce.
- Distributing educational mortgage marketing guides and webinars to attract independent originators.
Alternatives
Comparison overview
- Aidium delivers a modern, high-adoption interface tailored to loan officers and mid-market branches, whereas older platforms like BNTouch offer extensive legacy feature sets with steeper user learning curves.
- Aidium features integrated AI propensity modeling to identify refinance opportunities, unlike basic mortgage CRMs that rely strictly on manual task reminders.