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features
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support

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Description

Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment. Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions. With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies. The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio. Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface. This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.

Description

LeadConduit serves as a dynamic platform for optimizing leads in real time, allowing users to take proactive measures by tailoring lead flows, enhancing lead quality with supplementary data, filtering or discarding leads, and seamlessly delivering everything to their CRM systems. With support for over 100 specialized integrations, LeadConduit connects to various lead sources, enhances data, and interfaces with recipient systems like CRMs and autodialers. Furthermore, it offers an Open API for extensive customization to suit individual needs. Users can capture leads from diverse sources, evaluate them against existing lists, and ensure they pay the appropriate price for optimal leads. When sellers submit data to the LeadConduit Ping system, they provide TrustedForm data points through the Certificate URL while including limited personally identifiable information (PII) for SuppressionList verifications. If a seller finds a bid satisfactory, they can submit the lead, complete with PII data, directly into their LeadConduit flow for purchase, thereby streamlining the entire lead management process. This comprehensive approach not only enhances lead quality but also increases the overall efficiency of lead transactions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ARIVE
ActiveProspect
BoomTown
Convoso
Encompass
Everflow
Facebook
Gmail
Hatch
Lead Prosper
LeadMailbox
LendingPad
Microsoft Outlook
OSE
SimpleNexus Mortgage Platform
Trulia
Zapier
Zillow
leadpops
realtor.com

Integrations

ARIVE
ActiveProspect
BoomTown
Convoso
Encompass
Everflow
Facebook
Gmail
Hatch
Lead Prosper
LeadMailbox
LendingPad
Microsoft Outlook
OSE
SimpleNexus Mortgage Platform
Trulia
Zapier
Zillow
leadpops
realtor.com

Pricing Details

$79 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Aidium

Founded

2019

Country

United States

Website

thinkaidium.com

Vendor Details

Company Name

ActiveProspect

Founded

2004

Website

activeprospect.com

Product Features

CRM

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

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

Mortgage and Loans

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

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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