Heads of Compliance
Aidium for compliance leaders
Your job is easier with comprehensive compliance safeguards built into your CRM. Aidium is continuously updated so you can easily adhere to ever-changing regulations and proactively identify compliance risks.
Everything you need to reduce risk and stay compliant
Aidium offers a wide range of compliance and oversight tools that make it easy to do your job.
SOC 2 Type II compliant
In-app A2P10DLC registration
Enterprise automation management
Texting controls
Compliance Dashboard
Audit trails
DBA & disclaimers
TCPA consent
User and team permissions
Communications oversight
SOC 2 Type II
SOC 2 Type II compliant means your data is secure
Your data is in safe hands with Aidium. Our platform is SOC 2 Type II compliant, ensuring enterprise-grade security and full adherence to industry standards. With robust protections in place, you can focus on what matters—while we keep your data locked down tight.
A2P10DLC Support
Fast and easy A2P10DLC registration in-app
Aidium streamlines A2P10DLC registration with our in-app form that clearly guides enterprise admin through the entire process. Submit your registration directly through Aidium and get help from our expert customer support team in minutes if needed. Registration is fast, simple, and hassle-free, bypassing external sites and confusing documentation.
Holiday Playbooks
TCPA consent collection & storage
Aidium makes it easy to comply with TCPA regulations. Aidium lead capture forms automatically capture, store, and timestamp all consent certificates, and we can pull in consent certificates collected through your lead sources.
Texting Control
Texting that you control
Give your organization the power of compliant, two-way texting. Set permissions at the team or user level, maintain oversight of all messages, and let your producers engage borrowers effectively—all while complying with the latest TCPA and A2P10DLC regulations.
Compliance Dashboard
Compliance dashboard for risk mitigation
Monitor communications compliance across your organization from one dashboard. Track texting opt-out rates by employee, identify problematic messages, and maintain oversight of all communications sent through Aidium. These tools help you proactively identify and manage risks.
Audit Trails
Audit Trails in the event you get audited
In the event your business gets audited, Aidium will provide CRM and communications records for you. Get detailed records of user actions, outgoing communications, consent to text certificates, and more. When audits arise, Aidium provides the documentation you need without the headache.
DBA & Disclaimers
Simple disclaimer and DBA management
Handle enterprise-wide disclaimers and DBAs from one central location. Aidium's disclaimer builder lets you create and manage required legal text for sites, flyers, forms, and emails. Easily add legal copy and "doing business as" relationships to your loan officers’ marketing materials.
Enterprise Automation Management
Enterprise automation control & oversight
Aidium makes it easy for mortgage leaders to create their own set of custom, branded and compliant automations to share with their teams. Give your teams effective, compliant content and choose which teams or users can create custom automations.
User and Team Permissions
Granular user and team permissioning
Set precise permissions at both user and team levels. Control who can create custom automations, send text messages, create custom fields, and manage workflows. Aidium makes it easy to control organizational standards while giving flexibility to Top Performers and loan officers you trust.
Continuous Compliance Updates
A platform that watches out for you
Usually it’s a headache to stay compliant with constantly changing regulations. Let Aidium do the hard work for you—we watch for new regulations and update our platform rapidly to make it easy for you to stay compliant with new regulations.
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