A Simplified & Powerful Mortgage Sales Solution
Website
You will have a website built for you, including hundreds of articles
Integration
We will be working to integrate the tech that you use every day
Data
Nothing matters more than data and this is just the beginning...
Content
Knowing how to market and having things to share with your sphere are key
Communication
The highest level of customer and referral partner communication
Relationships
Meet people and MATRIX will handle the relationship building
How it works
AIDIUM
AIDIUM CRM
The HUB of MATRIX can be found inside the AIDIUM platform. Here, you will find the tools that you need in order to build more business and more relationships.
In AIDIUM, you will have access to your leads and your loans. Dashboards and teams can be configured to help your business thrive.
Have a Strategy
AIDIUM will allow you to build and nurture relationships as well as grow your database and manage your pipeline! Our sophisticated and easy-to-use CRM has everything loan officers need in one place: at-a-glance pipeline views, partner referral management, industry leading marketing automation, seamless data integration and enterprise level roles and permission, and more!
With Aidium, you get:
- Seamless data integration, intuitive contact management and automated marketing
- Automation engine enabling out-of-the-box workflows without the need for developers
- Referral partner management features
- Pipeline views streamlined for LOs for quick, at-a-glance statuses of their leads and loans
- Out-of-the-box content through playbooks
- Fully customizable user roles and permissions
- Mobile-friendly design
- A robust onboarding experience tailored to LOs
- All your integrations in one place – from LOS, POS and Zapier
You won’t find a more comprehensive CRM designed specifically for loan officers.
How does your team work?
Do you have LOAs? Do you have multiple LOs on your team? We have accounts for everyone!
The recommended setup for all team accounts is for each LO to have their own MATRIX account with the option to customize team co-branded email signatures and headshots as desired.
Note: Due to the MATRIX system being connected through Encompass integrations and the Encompass User ID which triggers automations, account creations and communications at different stages throughout the client journey, the accounts need to be tied through each LO's Encompass User ID.
If you have an LOA looking to assist with communications but is not originating loans, then there are a few options for an account setup at either $50 or $200 per month, depending upon your needs. Please contact matrixhelp@goluminate.com for further assistance with team setup related questions.
Sign Up
When you sign up for MATRIX, you are signing up for AIDIUM too! If you haven't yet filled out the MATRIX Intake form, click Sign Up below.
Download Contact & Loan Import Template
Note: There are two tabs within this spreadsheet
Training is IMPORTANT
We want you to be successful in using the platform and so does AIDIUM. See their support center for answers!
AUTOMATOR
Redefine Communication Expectations
automator is like having a team of people who are helping you build business, as the communication strategy is created to automate the best intentions of the loan officer.
Integrated Mortgage Marketing WORKS
What is the sequence in which you present your messaging to your customers?
Mortgage marketing automation is a vital component of a loan officer’s success strategy. Far beyond daily assignments and accountability, LOs need a platform that truly performs without constant user input.
automator partners with AIDIUM to effectively use consumer data to drive every aspect of the marketing and sales cycles. Time is valuable, and your tech stack should reflect the best in class for mortgage technology without doubling up or even missing tasks.
Change the expectations of the customer
Serving your customer at the highest level is the key component of the system. The goal is to provide the most trusted advice, education, and direction that set the industry standard.
WOW the agents in your sphere
Any system can update your agent, but it takes strategy to truly align with the expectations of the real estate agent. Our Realtor marketing will set you apart.
Make sure you work with the team to assign WEEKLY and MONTHLY marketing to your agents!
Sign Up
If you are looking to exclusively work with just AIDIUM and automator, click below to fill out the intake form!
NEO EXPERIENCE APP (FINLOCKER)
Home Readiness & Credit Tools
NEO Experience gives you all the tools and resources needed to:
✔️ Expand and protect your sales database
✔️ Connect with homebuyers earlier in the process, where it matters most
✔️ Manage and nurture a larger pipeline
✔️ Accelerate mortgage readiness of first-time homebuyers
✔️ Recover turned down applications
✔️ Create a customer for life program that keeps past clients connected to you
Planning Strategy
Show your customer a DEMO!
flterryjames+neo@gmail.com
Pass123!
Video you can use for your customers!
How to use the app
TONS of good info here!
Enhanced lead generation
- Cast a wider net to build your database, knowing that you have a tool that engages, nurtures & educates for the entire homeownership journey
- Generate leads by responding to early signals a consumer is entering their homebuying journey
- Grow your database with prospective homebuyers and high-rate mortgage homeowners
Increased engagement & conversion
- Hyper-personalized communications nurture prospective homebuyers through their homebuying journey with tools that help you to manage a larger pipeline
- Persona-based journeys help first-time homebuyers overcome challenges to improve their mortgage eligibility
- Protect your database from triggering actions – credit score, home search – that alert the competition
Build valuable realtor relationships
- Provide Realtors with time-saving neighborhood and home value reports to move their properties faster
- Co-brand your marketing with your real estate agent partners
Create customers for life
- Offer a seamless homebuying experience that will create raving fans who will want to provide testimonials and referrals
- Data-driven communications keep you meaningfully engaged with homeowners to retain and obtain future transactions
Ready to go?
Email customersuccess@finlocker.com
Success Guaranteed
Want personalized training? CustomerSuccess@finlocker.com can be reached for any questions or deep dive training.
UPDATER
Making Moving Easier
Updater makes moving easier for your homebuyers by providing the information they need to change their utilities, mailing address, and much more!
A great asset for homebuyers
All your moving tasks in one place
From booking movers to forwarding your mail: stay on top of everything you need to do in one app.
Receive helpful moving tips and timely reminders.
Personalized, human assistance
Yes, you can talk to a human! Updater blends the best of in-person service with intuitive technology.
Our experienced team is on hand to assist you when you need it.
Shop and compare with confidence
Compare options from the nation's top providers of internet, TV, insurance and even movers.
Make the selection that's right for you without ever having to leave the app.
The co-branded aspect will still be a manual process for the Loan Officers. They will need to add their Realtor to the invite before the invite goes out.
Get Your Account
As an LO, you will automatically be signed up for Updater when your first loan hits "disclosure sent" in Encompass. Updater will create an account and send you an invitation to get started.
HOMEBINDER
Safely Owning a Home
Home Value. Centralized.
HomeBinder improves home value through a centralized management platform provided exclusively by authorized professionals.
Help your Homebuyers
For your homeowners, HomeBinder makes centralized home management effortless.
Deliver Peace of Mind
Whether it's ongoing maintenance, appliance recalls, or a fire/theft, HomeBinder's here to reduce common homeowner headaches.
handHome
Property Specific Support
We combine property-specific info, localized expertise, and our suite of tools to help homeowners improve the value of their largest asset.
Prevent Repairs + Save Money
We help homeowners take the necessary steps to prevent emergency repairs so they can spend $10 today to save $1000s later.
Partner in a better way
Co-brand with your agents! Connect with the team at HomeBinder to learn more about co-branding options.
You are already added!
Each LO is automatically added via Encompass when their first loan is processed. If you have not received your invite, email Support@homebinder.com.
Learn more
We want you to be successful using Homebinder. Visit the help center below or contact support@homebinder.com with questions.
HomeBinder for Homeowners - click here for video
HomeBinder for Realtors - click here for video
HomeBinder Seller Report for Homeowners - click here for video
HomeBinder Seller Report for Realtors - click here for video
Sample HomeBinder Seller Report
Homeowner Dashboard Tour - click here for video
EXPERIENCE.COM
Client & Referral Feedback
Making sure that we know how our referral partners and customers feel about their experience is everything.
Customer feedback
Mid-Process Campaign
Sent to the Consumer at "sent to processing" milestone
*If you do not want this email survey to go out, please ensure that you let Eddie know so he can opt your branch out.
Loan Closed Survey
Sent to borrower at CTC
How did they feel?
You want to know how your agents felt and their feedback should be great!
Let's go!
If you don't already have an experience.com account, please email kim.cowdell@neohomeloans.com
Create Value in Relationships
Review this Experience.com presentation below to better understand the survey content and timing of when the the surveys are sent to your clients.
HOMEBOT
Long-term Equity Strategies
Homebot drives repeat and referral business for real estate agents and loan officers by helping their clients build wealth.
Planning Strategy
Customers are automatically enrolled to receive a monthly wealth digest from Homebot once they close their loan.
Homebot also offers a Buyers Digest which allows those searching for properties to search for homes in nearby zip codes.
Relationship Creation
Homebot helps you expand your reach with agent partners and positions you as the home value expert by putting automated home values to work for you - not against you.
Get Set Up
If you do not have a Homebot account setup, contact danielle.coene@homebot.ai at the link below.
If have an account you are paying for yourself, make sure you let Eddie know as he can roll you under the main plan!
Please see the Homebot article under TRAINING for tons of resources!
Training to Help you Succeed!
Facebook Mastermind Group for Lenders
Live Weekly Training Webinars
Getting Started with Homebot - Every Tuesday
Best Practices for Lenders - Every other Thursday
Landing Agent Partners - Every other Thursday
A Guide to Using Video - Every other Thursday
FAQs
Have a question? We’re here to help.
The beauty of a custom website without the cost of one. The automator team allows you control when it comes to updating your own sites, creating your own content, personalizing your website for your area, and much more.