Founded as Daily AI, Aidium rebranded last year to bring its acquired brands Whiteboard CRM and Recruitable.ai under one umbrella.
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Once mortgage originations return to healthier levels, lenders offering loan officers a customized customer relationship management (CRM) solution for mortgages with integrated sales and marketing automation will It will give you a competitive advantage.
That’s the investment thesis at PeakSpan Capital, which is leading a $19 million Series A funding round. Announced on Tuesday By Aidium Mortgage CRM, based in Boulder, Colorado.
In detailing the thinking behind leading Aidium’s latest round of funding, peak span recorded Mortgage loan officers “often operate as near-independent departments within a broader organization,” change companies frequently and rely on their own Rolodex and customer engagement standard operating procedures (SOPs), he said. Masu.
“Against this backdrop, the need for a bespoke and powerful CRM system is clear,” says PeakSpan.
Founded in 2019 as Daily AI, Aidium rebranding At the time, the company announced that it was formed in March 2023 to better align the two acquired brands (Whiteboard CRM and Recruitable.ai) under one umbrella.
Aidium said it will use the Series A funding to “further strengthen our platform, grow our customer base, and strengthen our position as a leader in mortgage technology.”
“We are very excited to partner with PeakSpan Capital as we accelerate our growth and expand our reach in the mortgage industry,” Aidium CEO Spencer Dusebot said in a statement. “This investment is a testament to our commitment to innovation and our vision to revolutionize the way mortgage professionals interact with borrowers.”
Kyle Reitinger, a vice president at Peakspan who also serves on the board of directors at Ideum, said that despite a challenging environment for lenders in 2022 and 2023, the company has “significantly increased revenue” and leveraged new data. He said he was able to expand the product.
“We see great opportunity for further innovation in this category and are committed to supporting the team in 2024 and beyond,” Reitinger said in a statement.
Jungo, which claims to be the first mortgage CRM solution built on Salesforce, announced an integration with Homebot in February.
Last year, Big Purple Dot launched BPD Recruit, a recruiting tool specifically for mortgage lenders. The tool sifts through CoreLogic’s data to help lenders identify their competitors’ most productive loan officers and automate the hiring process.
Ideam did not immediately respond to a request for comment on the total amount it has raised so far or whether its Series A funding included a debt and equity component.
in Regulatory filing on February 29th, Aidium disclosed that it sold $7 million in stock and options as part of a $7.25 million offering.last year’s idioms Fixed previous servicetotal sales updated to $9,125,000.
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