Aidium Debuts Aidium Agents: Agentic Automations to Streamline Mortgage Workflows

Boulder, CO - Last week, Aidium unveiled Aidium Agents, smart automations that offer timely recommendations for lender next steps and only execute actions based on user replies. Built directly into its CRM, Agents guide loan officers through everyday tasks, eliminate administrative roadblocks, and drive user adoption by making powerful Aidium CRM features accessible right from notifications. Agents combine real-time data analysis with one-click execution to transform routine steps, like follow-up reminders, pipeline updates, and marketing touches, into effortless interactions within the CRM.

"Agents are like having a dedicated operations specialist inside your CRM," said Spencer Dusebout, CEO of Aidium. "They spot what needs doing-whether it's sending an email or updating a status-and let you approve and move on in seconds. The result is fewer clicks, more follow-through, and stronger relationships with borrowers."

Intelligent Assistance Built Into Your CRM

Rather than forcing CRM users to learn new workflows or dig through features, Aidium Agents [https://thinkaidium.com/ai/agents] offer lenders intelligent suggestions exactly when they're needed and can execute action based on user replies. An Agent might detect that a high-value lead hasn't been contacted in three days, alert the loan officer, and offer to send a relevant follow-up that the loan officer can approve or deny with one click. Behind the scenes, Agents continuously monitor CRM activity-such as inbound communications, pipeline status changes and Aidium Intelligence insights-to deliver smart and timely recommendations to lenders and mortgage enterprise leaders.

One-Click Execution, No Coding Required

Aidium offers a library of pre-configured Agents and gives users the option to create their own. With an intuitive, no-code builder, users with the right permissions can configure Agents in minutes. Agents can be used for a variety of use cases, including recommending cross-sell opportunities, relevant follow-ups, and requests for reviews. Once an Agent appears, loan officers simply approve or deny to trigger everything from task assignments and email sends to pipeline updates and campaign enrollments. This low-friction flow lets users focus on conversations and deals, instead of manual CRM work.

"We designed Agents to break down the barriers that often slow CRM adoption," said Michael Schmitt, VP of Technology and Engineering. "By inserting intelligent guidance and execution into producer workflows, we're making it easy for every Aidium user, new or veteran, to discover and leverage the full power of our platform."

Boosting CRM Adoption and Efficiency

Aidium Agents don't just automate tasks-they teach best practices. As loan officers interact with Agents, they learn new Aidium capabilities and become more comfortable exploring advanced CRM features. This embedded learning accelerates adoption, boosts productivity, and ensures mortgage enterprises get maximum value from their CRM investment.

Aidium Agents rolled out on May 7 as part of Aidium's broader "May AI" initiative. Those wanting to learn more can explore Agent capabilities at https://thinkaidium.com/ai/agents.

About Aidium

Aidium is an enterprise-grade mortgage CRM platform that unifies sales, marketing, and operations on one highly customizable interface. Trusted by industry leaders, Aidium delivers smart automations, predictive analytics, and segmentation tools designed to help mortgage enterprises identify high-intent borrowers, automate workflows, and accelerate growth. Learn more at thinkaidium.com.

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