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Aidium
Mortgage CRM with automations, marketing, compliant SMS/email/dialer and an AI layer that scores contacts and suggests or runs next actions for LOs and leaders.
| What the AI does | Aidium Intelligence: Aidium Agents (no-code Agents Builder), AI Propensity Modeling, AI Personas segmentation, Home Equity Alert and Change of Address agents. |
|---|---|
| Who it serves | Retail lender branches, Mortgage teams, Independent loan officers |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | No |
| Best fit | Lender branch, Broker shop |
| Category | Mortgage CRM & Platforms with AI |
| Also fits | Refinance Alerts, Retention & Realtor Partners |
| Works with | SimpleNexus, Canva |
| Compliance | Posted on the vendor's site: SOC 2 and AICPA badges with trust center; compliant SMS, email and dialer; no TCPA statement. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Aidium (formerly Daily AI) sells an enterprise-grade mortgage CRM for lender branches, teams and loan officers, and its Aidium Intelligence layer adds Agents that prompt and carry out approved CRM actions, propensity scores for purchase and refinance, AI Personas for segmentation, and Home Equity Alert and Change of Address agents. Pricing is by quote through a demo.
The site shows SOC 2 and AICPA badges with a trust center link and describes compliant two-way SMS, email and dialer, with no TCPA statement posted. SimpleNexus and Canva are named integrations, with 100-plus connectors beyond those.
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