Aidium, which was founded as Daily AI, rebranded last year to better integrate its acquired brands (Whiteboard CRM and Recruitable.ai) under a unified framework.
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When mortgage originations return to healthier levels, lenders that equip their loan officers with a customer relationship management (CRM) solution tailored specifically for mortgage lending and with integrated sales and marketing automation capabilities will have an advantage over the competition.
That’s the investment thesis of PeakSpan Capital, which is leading a $19 million Series A round announced on tuesday Developed by Aidium Mortgage CRM in Boulder, Colorado.
In laying out his thoughts on leading Aidium’s latest funding round, Note the peak span Mortgage officers “often operate as a quasi-independent department within the wider organization”, frequently changing companies and relying on their own Rolodex and client engagement standard operating procedures (SOPs).
“Against this backdrop, the need for a customized and powerful CRM system is clear,” said PeakSpan.
Daily AI was established in 2019. Aidium renamed In March 2023, the company said at the time that it would better integrate the two brands it acquired – Whiteboard CRM and Recruitable.ai – under a unified framework.
Aidium said it will use the Series A funding to “further enhance its platform, expand its customer base and solidify its position as a leader in mortgage technology.”
“We are extremely excited to partner with PeakSpan Capital to accelerate our growth and expand our presence in the mortgage industry,” Aidium CEO Spencer Dusebot said in a statement. “This investment validates our commitment to innovation and A vision to revolutionize the way mortgage professionals interact with borrowers.”
PeakSpan Vice President Kyle Reitinger, a member of Aidium’s board of directors, said the company will be able to “meaningfully expand revenue” and launch new products despite the challenging environment lenders face in 2022 and 2023 Data products.
“We see tremendous opportunity for further innovation in the category and are motivated to support the team in 2024 and beyond,” Reitinger said in a statement.
In February this year, Jungo, which claims to be the first mortgage CRM solution built on Salesforce, announced its integration with Homebot.
Last year, Big Purple Dot launched BPD Recruit, a recruiting tool tailored for mortgage lenders that sifts through CoreLogic data to help lenders identify the most productive loan officers among competitors and automate the recruiting process.
Aidium did not immediately respond to a request for comment on the total amount of money Aidium has raised to date or whether the Series A round includes both debt and equity components.
in a Supervision filing on February 29Aidium revealed it had sold $7 million of equity and options as part of the $7.25 million offering.Adim last year Modified previous productupdating total sales to $9.125 million.
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