--- title: "Aidium Software Reviews, Demo & Pricing - 2026" description: "Review of Aidium Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/whiteboard-mortgage-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Aidium Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/whiteboard-mortgage-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/whiteboard-mortgage-profile/alternatives/) # Aidium Review Wondering if Aidium is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Aidium 4.4 [(13)](https://www.softwareadvice.com/crm/whiteboard-mortgage-profile/reviews/) Pricing Pricing available upon request ### About Aidium Aidium empowers lenders to finalize more mortgages by enabling smart interactions with borrowers. Aidium is a Mortgage CRM that streamlines tasks, sets up contact methodologies, ranks leads, oversees referral partner ties, and handles reporting. Beyond being just a CRM, Aidium acts as an independent Engagement Platform, orchestrating multi-faceted marketing via platforms like email, SMS, and phone calls. It boasts a rich repository of ready-made strategies and content, combined with top industry guidelines, ensuring optimized engagement, conversion, and sales proficiency. Do you work for Aidium? [Manage this product listing](https://www.g2.com/products/aidium-mortgage/claim_requests/new?auto=true) Wondering if Aidium is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Aidium User Interface ## Popular Aidium Alternatives Main Product Aidium 4.4 [(13)](https://www.softwareadvice.com/crm/whiteboard-mortgage-profile/reviews/) Ratings Breakdown - 4.38Ease of use - 4.38Value for money - 4.31Customer support - 4.23Functionality Pricing Available upon request Get Price Alternative Product [Creatio AI CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.7 [(151)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.64Value for money - 4.65Customer support - 4.64Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [Shape](https://www.softwareadvice.com/product/49041-SetShape/) 4.6 [(46)](https://www.softwareadvice.com/product/49041-SetShape/reviews/) Ratings Breakdown - 4.61Ease of use - 4.51Value for money - 4.51Customer support - 4.61Functionality Pricing Starting at $119.00 per month Get Price Alternative Product [Jungo](https://www.softwareadvice.com/mortgage/jungo-profile/) 4.1 [(123)](https://www.softwareadvice.com/mortgage/jungo-profile/reviews/) Ratings Breakdown - 3.38Ease of use - 3.91Value for money - 3.73Customer support - 4.01Functionality Pricing Available upon request Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1005)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.99Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Odoo](https://www.softwareadvice.com/crm/odoo-profile/) 4.2 [(1331)](https://www.softwareadvice.com/crm/odoo-profile/reviews/) Ratings Breakdown - 4.04Ease of use - 4.08Value for money - 3.87Customer support - 4.17Functionality Pricing Starting at $31.10 per month Get Price ## Aidium Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Aidium Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of Aidium API Campaign Management Client Database Client Management Contact Management CRM Dashboard Email Marketing For Brokers Interaction Tracking Lead Capture Lead Generation Lead Management Lead Qualification Loan Management Loan Origination Loan Servicing Marketing Automation Multi-Channel Communication Pipeline Management Referral Tracking Reporting & Statistics Revenue Management Sales Reports Third-Party Integration Third-Party Integrations ## Aidium Integrations nCino’s Mortgage Suite Integration rated undefined from -1 review ## Aidium User Reviews ## Aidium customer ratings - Overall rating: 4.4/5 - Total reviews: 13 ### Rating distribution - 5 stars: 11 reviews (85%) - 4 stars: 0 reviews (0%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 2 reviews (15%) ### Secondary ratings - Ease of use: 4.4/5 - Value for money: 4.4/5 - Customer support: 4.3/5 - Functionality: 4.2/5 --- ### Great Product! - Overall rating: 5/5 - Reviewer: Russell B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros [sensitive content hidden] was fantastic in the implementation. The product was an excellent product and provided all of the functionality I need in a CRM and more! #### Cons Nothing to mention at all. There was nothing #### Vendor response Hi Russell — We're so happy to hear you had a great implementation experience. Changing CRMs is never fun, but our goal is to make the transition as painless as possible. Thanks for the review! Replied August 2024 --- ### Robust CRM without the "robust" initial set-up! - Overall rating: 5/5 - Reviewer: Dio V. - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used daily for less than 2 years - Reviewed: April 2019 - Review source details: This review was submitted organically. No incentive was offered Since using WB (June, 2017) I have increased my personal production to have my best year ever (2018) and am on pace this year to surpass 2018 with a 50% increase! One of the biggest factors in my increased production is the number of peer to peer referrals that have been coming in. I've been in the business for 12 years and I've never utilized any software that added so much value to my business. Both Realtors and Borrowers rave about our communication during the loan process and this can all be attributed to Whiteboard and the automatic milestone updates. My 2nd favorite feature is the "whiteboard" section where I or anyone on my production team can add notes, log calls or emails which helps us to all stay on the same page when working on a family's loan file. After using several other CRM's, I can say without hesitation that Whiteboard is the best out there! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The best part of the CRM is the ability to install and utilize "playbooks" with pre-designed and editable campaigns. I think the biggest hurdle with any CRM is getting it set up so that it works for you. In the past it would take weeks to complete a few basic campaigns only to discover that they weren't effective or didn't accomplish what you wanted. With Whiteboard I am able to install a playbook, review the campaigns, customize my collateral and start implementation in just a couple days. #### Cons Until they added a mobile app that was a con. Now it's actually a huge positive. Also, when we first started using it we couldn't directly import FNM files into the system so my team would have to do dual data entry but they have since added that functionality as well as the ability to link directly with many of the most popular LOS out there. I guess I'm saying that I don't have any cons right now! --- ### Waste of Your Money... Look Elsewhere. - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Real Estate - Company size: 501-1000 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered Waste of money, too restrictive with their contracts, not proactive in finding solutions or making it "right" for their customers. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros The sales rep was very good at highlighting what potential features were under R&D. Definitely a case of over-promising and under-delivering. #### Cons The knowledge base is sparse at best. If you run into any issues, you have to submit a ticket. There really isn't self-solve solutions. But when tickets are submitted, you just get an auto response and a mediocre response from customer service. There isn't a dedicated rep that will make sure your problems are solved.The UI is so clunky. Very little is customizable. And when asking the customer service rep if certain features are/would become available, the standard answer was "I'll pass that along to the development team".There isn't a perfect company or product. But any company can have a "make-it-right" mindset when it comes to customer satisfaction. This company DOES NOT have that mindset. They will go through the motions of customer retention, but at the end will not provide a solution to make their customers happy. #### Reasons for switching to Aidium The integrations and mortgage-centric marketing message was appealing. --- ### Game Changer - Overall rating: 5/5 - Reviewer: Dominic D. - Verified reviewer: Yes - Industry: Banking - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2019 - Review source details: This review was submitted organically. No incentive was offered GOAT!!! I love the continuous development. WB is always looking for ways to improve and their not just talking about it. They plan and execute consistently. It gets better each day and I can't say enough about how easy it is to use. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love that this CRM does it all for me. I literally click a button or enter a few data points and the CRM takes it from there. Earlier this year, I had someone from back in 2015 reach out and thanked me for staying in touch and that they were ready to buy. I hadn't done a thing. Whiteboard did it all. And, i was able to get that client back to the realtor partner who originally sent them. From more of a daily use standpoint, I can't tell you how much positive feedback I get from clients and partners who are so impressed with our level of communication. And it's literally just a click of a button and sometimes that's no even required. I have secured so many new partnerships just by calling the listing agent at the end of a transaction and asking them how we did. Every. Single. Time. they comment on how communicative we were and that they dont experience that from anyone else. WhiteBoard is a night and day difference from anything I've used in the past. #### Cons Drawing a blank. Having the ability to text has been another game changer. Tons of conversion through text. Best part of it is that they're texting my business line and not my cell. --- ### Great Mortgage CRM - Overall rating: 5/5 - Reviewer: Jeremy D. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered Having a CRM is like having another employee. Worth every penny. I have used different mortgage CRM programs over the years. Whiteboard is the best I have come across. For sure worth the money. I have my whole team using it and never had any problems with new users learning the platform. I haven't been able to print from the system for over year year so they are losing a star for that. I think is insane that they wont let you print anything. Also they have been telling me for years they are working on the reports but nothing has changed. If they fix those two things I would be 5 stars all the way. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Built for the mortgage industry Easy to use #### Cons Cant print Reports are horrible customer support has gotten slower to respond and is slow to fix things usually have to wait till the next upgrade. --- ### Avoid - Overall rating: 1/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2023 - Review source details: This review was submitted organically. No incentive was offered I had an extremely poor experience with this company and their customer service has basically become unresponsive. I have moved my database elsewhere. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Poor customer service. Buggy system. Unusable on a daily basis. #### Cons Most of the reviews listed on this site were for Whiteboard which was bought out and is no longer available. I was a Whiteboard User for Years and it was bought out and no longer available #### Reasons for choosing Aidium Aidium was the system replacing Whiteboard. #### Reasons for switching to Aidium Whiteboard was bought out --- ### A Fantastic Organization & Communication Tool! - Overall rating: 5/5 - Reviewer: Marcie H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered We have had a great experience over the past few years using this program. On the rare occasion we can't figure something out (very user friendly platform) we reach out to Whiteboard support and get an answer back very quickly! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Our team really loves the ability to send out campaigns at the click of a button to our partners and/or our database via texting from our landline number. This is a really neat feature that we use multiple times a month! #### Cons I don't feel that we have any notable cons at this time. --- ### Highly recommend! - Overall rating: 5/5 - Reviewer: April K. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered Whiteboard is perfect for our smaller platform and is able to grow as we do. It keeps us in front of our clients (past, present and potential) and is a great way for us to stay organized and on top of our pipeline. Amazing support and training from the get-go. Now with the mobile app its even better!! Spent a ton of time researching other companies but couldn't be happier with Whiteboard CRM! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The support and training are exceptional. I know I'll always get a response and a designated time to teach me more if I can't figure something out. #### Cons I didn't like that there wasn't a mobile application for me to use on the go- BUT that has been solved! --- ### Game Changer - Overall rating: 5/5 - Reviewer: Zach F. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered Like my title said, GAME CHANGER! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Whiteboard has been an absolute Game Changer for our company. The ease of use is by far the best part of the software. We have tried multiple CRMs in the past and our LO's were never willing to buy in to the system because it was "too much work." I think this is due to an amazing team training us headed up. From a managers point of view, I love the pipeline for referrers. Being able to track the amount of money each lead source/referrer brings into the company helps us decide who is worth investing back into. #### Cons I can't think of something that we don't like about the software, but a couple of things that I wish it could do (and it might and I haven't realized it yet) If we could text our LO's reminders instead of emailing them that would be awesome. Creating content for new custom campaigns could be a little easier/intuitive, but once rep showed me how, it is very easy to understand. --- ### Amazing Product! - Overall rating: 5/5 - Reviewer: Jimmy W. - Verified reviewer: Yes - Industry: Real Estate - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Aidium's system is outstanding, but their customer service, especially [sensitive content hidden] - puts them over the top. Don't look any further for your CRM solutions than Aidium. #### Cons I love everything about it from the customer service to the platform itself --- Showing 1 - 10 of 13 Reviews [See All Reviews](https://www.softwareadvice.com/crm/whiteboard-mortgage-profile/reviews/) ## Other Top Recommended CRM Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18810) Recently recommended **90** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **84** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (506) Recently recommended **54** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **50** times Stuck Between Options? 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