Integrate with Aidium CRM
Aidium Mortgage CRM (formerly Whiteboard) was created for mortgage professionals by some of the industry’s top producers. We’re obsessed with helping LO’s and branch managers build their teams and grow their businesses by creating better relationships with clients and referral partners.
Loan originators who utilize Aidium to power their customer database and marketing workflows can now connect the CRM with their Floify point-of-sale to help streamline redundant data processes.
When the integration is configured and active, Aidium will automatically create a client and mortgage record when a prospect completes a Floify 1003 loan application.
This action ensures that new prospects who enter the LO's pipeline via Floify are entered into LO's Aidium CRM without requiring staff to duplicate data entry. Aidium will also assign the record to the Pre-Qual pipeline sequence at this time, which kicks off the automated campaign emails, texts, and internal task reminders.
Book a personalized demo of our integration with Aidium CRM
During your demo, you'll see how Floify can help you streamline your lending by integrating with Aidium CRM, securely collecting documents faster, accepting more applications with less effort, automating loan status updates to save time, and more.
Complete and submit our secure demo form and a member of the Floify team will contact you to schedule your demo day and time.