By KIMBERLEY HAAS
The CEO of Aidium Mortgage CRM says companies are investing in technology designed to streamline the mortgage loan origination process to improve efficiency and profitability.
“They’re understanding that they could have made more money in 2020 and 2021 with better systems and I think that they’re also seeing right now they need to do everything they can to provide a best-in-class experience and to make sure no leads fall through the cracks,” Spencer Dusebout said.
Dusebout sat down with The Mortgage Note after it was announced that Daily AI, which he founded in 2019, had rebranded as Aidium. Brands previously acquired by Daily AI – Whiteboard CRM and Recruitable.ai – will also be part of the Aidium portfolio.
Aidium is a national company headquartered in Boulder, Colorado.
Dusebout describes himself as a serial entrepreneur who started a youth-based non-profit aspiring to solve the world’s water crisis in high school. He said Aidium’s rebranded product is focused on ease of use and automation.
Dusebout said experienced loan officers can drive change within their organizations when it comes to getting the most out of technology. His end goal is secure adoption across an entire company but that usually starts with the top producers and grows from there.
“Top producers at banks have a lot of leverage. It’s an interesting dynamic in the industry where they have their referral partners. They can go to another bank or brokerage if they want to and take their production volume,” Dusebout said. “There is sort of a culture where we want to make sure the top producers are happy and so what often happens is the top producer says, ‘I appreciate this corporate solution you have given us, but it is not sufficient for me.’ Or, ‘I need to integrate with XYZ,’ and maybe with a veiled threat of, ‘If you don’t, I’m going to go to somebody else.'”
Dusebout said he thinks this shows that the more enterprise-driven solutions in this space are inadequate for a lot of the top producers.
Aidium’s platform features advanced lead management, no-code automation, out-of-the-box playbooks, automated marketing, and referral partner management tools that enable lenders to connect with borrowers and real estate agents, according to the announcement.
Dan Bos, president of revenue and sales at Aidium, said they understand the challenges that mortgage lenders face.
“Our new brand reflects our commitment to innovation, excellence, and customer success. We’re confident our new brand will better serve our customers and propel our growth as a business,” Bos said in a statement.
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