Whiteboard CRM (Aidium)
The Mortgage Playbook.
Overview
Whiteboard CRM, now known as Aidium, is a mortgage-specific CRM that provides a 'playbook' for loan officers to follow. It combines relationship management with automated communication and task management to ensure that no client or partner falls through the cracks. The platform is designed to help loan officers build strong relationships and consistently execute their sales process.
✨ Key Features
- Mortgage Playbook (pre-built workflows)
- Relationship Management
- Automated Email and Text Messaging
- Task Management
- Partner Management
- Reporting and Analytics
🎯 Key Differentiators
- The 'Mortgage Playbook' provides a structured process for loan officers to follow.
- Focus on relationship-building and consistent execution.
- Simple and easy-to-use interface.
Unique Value: Provides a proven system and automated workflows to help mortgage professionals build relationships and close more loans.
🎯 Use Cases (4)
✅ Best For
- Using the pre-built playbooks to onboard new loan officers.
- Automating birthday and loan anniversary messages to past clients.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users who require extensive customization of workflows.
- Businesses outside the mortgage industry.
🏆 Alternatives
Offers a more structured, 'playbook'-based approach compared to more flexible but complex CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
🔄 Similar Tools in Mortgage Marketing
BNTouch
A comprehensive CRM platform for mortgage professionals, offering marketing automation, lead managem...
Jungo
A mortgage-focused CRM built on the Salesforce platform, offering robust customization and workflow ...
Surefire CRM (by Black Knight)
A marketing automation and CRM platform designed to help mortgage lenders win new business and retai...
Total Expert
An enterprise-level marketing and customer engagement platform for banks, lenders, and credit unions...
Velocify (by ICE Mortgage Technology)
A sales automation and lead management platform designed to help mortgage lenders increase speed-to-...
Shape
An integrated CRM, marketing automation, and communication platform for various industries, includin...