Mortgage technology company Aidium
Mortgage
CRM has
closed
a
$19
million
Series
A
funding
round,
led
by
growth
equity
firm PeakSpan
Capital.

Boulder,
Colorado-based
Aidium
offers
originators
a

customer
relationship
management
platform
that
integrates
sales
and
marketing
automation
to
drive
origination
volume
and
enhance
borrower
engagement. 

The
platform
allows
mortgage
professionals
to
engage,
convert,
close
and
nurture
borrowers
in
purchase
and
refinance
transactions,
and
it
includes
tools
such
as
data
warehouses
and
pipeline
management.

The
company,
led
by
CEO
Spencer
Dusebout,
was
founded
in
2019
as Daily
AI.
After
three
years,
it
acquired Whiteboard
Technology,
a
competitor
known
for
its
industry-leading
mortgage
playbooks.
In
2023,
it
was rebranded as
Aidium
Mortgage
CRM. CRM. 

With
the
Series
A
funding
round,
the
company
aims
to
enhance
the
platform
and
expand
its
customer
base.
Dusebout
said
it
will
allow
the
company
to
accelerate
and
expand
its
reach
in
the mortgage industry. 

“Despite
the
challenging
mortgage
environment
in
2022
and
2023,
the
business
has
been
able
to
meaningfully
scale
revenue
and
roll
out
powerful
new
data
products
to
further
enhance
its
value
proposition,”
PeakSpan
vice
president
Kyle
Reitinger
said
in
a
prepared
statement.
“We
see
such
tremendous
opportunity
for
further
innovation
in
the
category.”

Real
estate
and
mortgage
companies
have
recently
invested
in
CRM
platform
via
merger
and
acquisition
deals.

In
November
2023, Zillow
Group acquired the
CRM
system Follow
Up
Boss.
The
acquisition
purchase
price
included
$400
million
in
initial
cash
consideration
and
up
to
$100
million
in
potential
cash
earnout.

In
August
2023, Mobility
Market
Intelligence (MMI),
a
data
intelligence
and
market
insight
tool
provider
for
the
mortgage
and
real
estate
industries,
acquired
Ohio-based Bonzo –
a
relationship
management
and
mortgage
marketing
platform. 

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