Aidium Mortgage CRM

About Aidium Mortgage CRM

Aidium is a modern CRM platform designed for the mortgage industry, uniting mortgage executives and loan officers with robust enterprise management, flexible tools for loan officers, comprehensive marketing capabilities, advanced reporting and data tools, and AI-driven insights. It aims to automate, manage, and grow businesses from a single platform, addressing the challenges of using multiple CRMs by offering a unified solution with high user adoption rates.

Products & Services

CRM:Enterprise-grade CRM with features like task management, pipeline management, team-level customization, automations, enterprise management, compliance, and compliant communications.

Marketing:A complete marketing toolkit integrated into the CRM, including automation engine, turnkey content, lead capture, co-marketing capabilities, Canva integration, and AI marketing tools.

Reporting & Data:Comprehensive reporting and data warehousing solutions with out-of-the-box reports, custom reporting, and data unification across tech stacks.

Aidium Intelligence:Advanced AI tools including AI Propensity Modeling for purchase and refinance predictions, AI-driven personas for segmentation, and intelligent CRM actions through Aidium Agents.

Integrations:Modern API and native integrations with mortgage software, including SimpleNexus and Canva, plus over 100 pre-built connectors for LOS, POS, and lead sources.

Specialties

Mortgage CRM Mortgage Marketing AI Propensity Modeling Data Warehousing Enterprise Management and Compliance Automation and Integrations

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series A T: - FT: Series A	A: 19000000 MR: - FA: $19 million FAN: 19000000	D: 2024-04-02 FD: 2024-04-02	1 investors

Series A Latest

2024-04-02

$19.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

S

Spencer Dusebout

Co-Founder, CEO

T

Tony Farnsworth

VP of Sales

M

Michael Schmitt

VP of Technology & Engineering

J

Josh Katz

VP of Partnerships

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