Aidium Quickstart

This Quickstart simplifies how you approach client communication, helping you deliver the right message at the right time without feeling overwhelmed by the volume of resources at your disposal.

• Why it Matters
• How it Works
• Getting Started
• Playbook Recommendations

Welcome to Aidium Quickstart, your all-in-one framework for leveraging Aidium’s extensive content library to build stronger client relationships, increase engagement, and streamline communication.

Whether you’re a loan officer or mortgage broker, this structured approach helps you stay connected with clients at every stage—from their initial inquiry to long-term retention. With pre-built campaigns and automation tools, Aidium Quickstart simplifies your outreach so you can focus on growing your business.

Consistent communication is key to building trust, retaining clients, and generating referrals. Aidium Quickstart ensures you always have the right message at the right time, helping you:

✅ Save time – No need to start from scratch. Use pre-built campaigns designed for maximum impact.
✅ Boost engagement – Provide timely, relevant content that keeps clients interested and informed.
✅ Increase conversions – Nurture leads, guide clients through the loan process, and encourage repeat business.
✅ Strengthen relationships – Stay top-of-mind even after closing, turning past clients into lifelong customers.

Aidium organizes client interactions into structured pipelines to keep your outreach timely, relevant, and automated. Each stage ensures clients receive the right message at the right time.

🔹 Lead & Prospecting Pipeline

✔ New Leads – Fresh inquiries needing initial engagement.
✔ Nurture Leads – Clients not yet ready but worth staying in touch with.
✔ Prequalified – Clients preparing for the loan process.

🔹 In-Process Pipeline

✔ Application Submitted – Loan application in progress.
✔ Processing & Underwriting – Key milestone updates to keep clients informed.
✔ Clear to Close – Preparing for the final loan approval.

🔹 Post-Close & Retention Pipeline

✔ Funded Loan – Congratulate clients and transition into long-term engagement.
✔ Loan Anniversary & Homeownership Milestones – Keep relationships strong beyond closing.
✔ Refinance & HELOC Opportunities – Offer valuable insights when the time is right.

Ready to put Aidium Quickstart to work? Follow these simple steps:

1️⃣ Select Your Playbooks – Choose the campaigns that align with your business goals.
2️⃣ Customize Your Content – Personalize messaging to reflect your brand and audience.
3️⃣ Automate & Launch – Set up automation and let Aidium handle the outreach while you focus on closing deals.
4️⃣ Track & Optimize – Monitor engagement and adjust messaging as needed to maximize impact.

Aidium Quickstart is designed to make client engagement effortless while delivering meaningful, results-driven communication. By leveraging this framework, you ensure every client receives timely, relevant messaging, helping you build trust, drive business growth, and create lasting relationships.

Aidium Quickstart provides a curated selection of best-practice playbooks to guide your clients every step of the way. See a full document of recommendations here.

🔹 Lead Generation & Nurturing

• Capture and engage potential clients early in their homebuying journey.
• Provide educational content and financing options to build trust.

🔹 Prequalification Support

• Offer guidance on prequalification requirements, loan programs, and application best practices.
• Help clients avoid common mistakes and ensure they’re prepared for the next steps.

🔹 In-Process Communication

• Keep clients updated on loan status, key milestones, and next steps in the mortgage process.
• Automate reminders and document requests to reduce friction.

🔹 Post-Close Nurture & Client Retention

• Maintain long-term relationships with clients even after closing.
• Provide value with homeownership tips, market updates, and refinancing opportunities.

🔹 Special Occasion Outreach

• Strengthen client relationships with birthday greetings, loan anniversaries, and holiday messages.
• Show appreciation and keep your business top-of-mind for future referrals.