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Average Ratings 0 Ratings
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
Twenty7Tec serves as a fintech platform that modernizes and digitizes the processes involved in mortgage, wealth, and protection advice for financial advisers and lenders alike. At the heart of its services is CloudTwenty7, which provides a comprehensive suite of modular tools encompassing features such as mortgage and loan sourcing, submission of applications, customer relationship management (CRM), engagement tools for consumers, and advanced data analytics. This platform allows advisers to efficiently search for and compare a range of mortgage products, including secured loans, bridging loans, and equity release options, based on specific lender criteria and affordability assessments. Furthermore, the application module facilitates the submission of Decisions in Principle or complete mortgage applications directly through the platform, thereby reducing the need for repetitive data entry and the complexities associated with managing multiple systems. It also includes functionalities for managing client cases, improving communication, and ensuring compliance. In addition to these features, Twenty7Tec provides lenders and product providers with valuable analytics, product distribution capabilities, and advertising tools to effectively promote mortgage offerings. This comprehensive approach positions Twenty7Tec as a pivotal player in enhancing the efficiency and effectiveness of financial services in the mortgage sector.
API Access
Has API
API Access
Has API
Integrations
ARIVE
BoomTown
Encompass
Facebook
Gmail
LeadMailbox
LendingPad
Microsoft Outlook
OSE
Redfin
Integrations
ARIVE
BoomTown
Encompass
Facebook
Gmail
LeadMailbox
LendingPad
Microsoft Outlook
OSE
Redfin
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
Twenty7tec
Founded
2014
Country
United Kingdom
Website
www.twenty7tec.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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management