LO Radar vs Aidium.
An honest, side-by-side look. Aidium does its job well — here's where it shines, where LO Radar goes further, and how to decide.
See LO Radar on your CSVIf you need a full mortgage CRM with partner workflows and your team needs one platform for contacts, sequences, and pipeline — Aidium is built for that.
If you already have a CRM (any CRM) and what you actually need is a daily action list mined out of your career book — LO Radar is the intelligence layer Aidium doesn't try to be.
Common. Aidium for CRM + partner workflows; LO Radar for the past-client intelligence that tells your LOs which contact in Aidium to call today.
What Aidium does well.
Aidium (formerly Whiteboard Mortgage CRM) is a mortgage CRM with AI-assisted marketing automation, partnership management, and nurture sequences. Aimed at growing mortgage teams that want their CRM, marketing, and partner workflows in one place.
- Unified CRM + marketing automation for mortgage teams
- Partnership / referral workflows with real-estate agents
- AI-assisted email and text sequences
- Pre-built mortgage journeys and post-close follow-up
- Strong fit for growing branches with a sales-ops lead
Where LO Radar goes further.
Intelligence layer vs CRM
Aidium is a CRM you have to feed and configure — leads, sequences, partners. LO Radar is the analysis layer that sits on top of whatever CRM you already have, reading your career book and telling you who to call today. We don't replace your CRM; we tell you which contact in it to act on.
Pipeline NPV — the asset metric
Aidium reports activity and pipeline by stage. LO Radar reports book value — the present value of your entire past-client book as a single moving number, like a portfolio. A different lens on the same business.
Per-borrower, real-time intelligence
Aidium's automation runs on rules and segments you build. LO Radar's intelligence runs continuously per borrower — ARM proximity, today's rate vs each borrower's note rate, anniversary year, credit movement, equity windows — and re-ranks every day.
Voice Training + compliance posture
Aidium's drafts come from templates. LO Radar learns your specific writing voice from messages you've already sent and renders every draft in three tone variants, with RESPA / TILA / TCPA compliance flags inline.
Feature-by-feature.
| Capability | Aidium | LO Radar |
|---|---|---|
| Contact + lead CRM | ✓ (core) | Reads from your CRM via CSV/API |
| Marketing automation (sequences) | ✓ | Per-borrower triggered drafts |
| Partner / referral workflows | ✓ | — |
| Pipeline NPV (book valuation) | — | ✓ |
| Per-borrower drift score | — | ✓ (Drift Radar) |
| Daily ranked call list with rate math | — | ✓ |
| ARM Reset Calendar (12-mo cadence) | Manual | Auto |
| Voice-trained drafts (your tone) | Templates | ✓ (learned voice) |
| Compliance posture per draft | Approval workflow | RESPA / TILA / TCPA flags inline |
| Time to live | Weeks–months | Days |
| Built for individual LO | Team / branch | Individual LO |