BNTouch vs Aidium: which mortgage CRM fits your operation?
Quick Answer
How does BNTouch compare to Aidium for mortgage CRM?
Aidium (rebrand of Whiteboard Mortgage CRM, acquired by Daily AI) and BNTouch compete head-to-head in the mortgage CRM category. Aidium emphasizes AI features and recent funding (Series A $19M). BNTouch emphasizes transparent pricing ($165 solo, $95/seat team — published), 22 years of mortgage-built workflows, native LOS integration across 5 systems, and MAIA AI included on every plan. Aidium pricing is undisclosed and requires a sales call.
Honest comparison. We don’t bury the parts where Aidium beats us. If Aidium fits your operation better, we’ll say so.
Real demo on your operation
15 minutes with a mortgage CRM specialist. Bring your toughest scenario, your current stack, and your hardest objection. We’ll show how BNTouch handles it.
Get a Free Demo →Where Aidium wins
- ✓Recent $19M Series A funding signals investment in AI feature development
- ✓Active blog presence on AI features (last post May 2025)
- ✓Strong messaging around AI propensity modeling for loan officers
Where BNTouch wins
- ✓Pricing published: $165 solo / $95 seat team / Enterprise custom (no sales-call gate)
- ✓22 years of mortgage-built workflows (founded 2003)
- ✓Native LOS integration across Encompass, Calyx Path, Filogix, BytePro, LendingPad
- ✓MAIA AI included on every plan, not gated to premium tier
- ✓Credit pull alerts as core feature, not premium add-on
When to choose Aidium
Aidium fits operations specifically wanting their AI propensity modeling approach with budget for opaque enterprise-tier pricing.
When to choose BNTouch
BNTouch fits operations wanting transparent pricing, broader native LOS integration, mortgage-specific workflows out of the box, and AI assistant included without an upgrade tier.
Common questions
How do I evaluate which fits my operation?
Three filters: (1) Can you talk to 3 existing customers in your size range without going through the vendor’s screen? (2) Will the vendor demo on YOUR past-client data in 30 minutes? (3) Is pricing published, or does it require a sales call? Whichever vendor clears all three is the safer bet.
What about migrating from Aidium to BNTouch?
CSV import is self-service. White Glove migration includes contacts, pipelines, custom fields, campaigns, and historical data. Most teams move in 7-14 days without losing institutional memory.
Can I run both during evaluation?
Yes. BNTouch offers month-to-month pricing with no annual lock, so you can run parallel for 30-60 days to compare on real data before cutting over.
See BNTouch on your real operation in 15 minutes.
Live walkthrough, mortgage-specialist demo, no generic case studies. We’ll compare against Aidium on your data.
Get a Free Demo