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Lead with
LEADer CRM
Keep control over your pipeline and boost
email marketing with our mortgage broker CRM
EXPLORE
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What is LEADer CRM?

LEADer is a user-friendly CRM platform created for our partners

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100% Free CRM

No payment or setup! Start using LEADer CRM and manage your pipeline from one control panel.

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Part of the Ecosystem

LEADer CRM is integrated with AIM Broker Portal, ADvantage Loyalty Program, and other AD platforms.

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Smart Email Marketing Tools

Engage clients and automate email campaigns – turn client communication into growth!

How LEADer CRM Works: Step by Step

  • Attract & Capture New Clients

     

    Add or import all clients from your database. You can also make your social media work for you by posting a webform for new leads.

  • Manage Your Tasks

     

    Stay on top of appointments, follow-ups, and deadlines with smart reminders that help you never miss anything important.

  • Use Marketing Tools

     

    Automate emails to celebrate milestones with your clients. Segment your database to target specific leads, and don’t forget to use customized marketing flyers!

  • Convert Leads to Funded Loans

     

    Track all steps of your loan process – from submission to funding. Earn ADvantage loyalty points for your actions to get valuable rewards.

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LEAD WITH LEADER
Leads
Stay in control 100% of the time. Monitor your leads through the pipeline, visualizing the way from the new client to the loan start.

Just drag and drop leads between stages – no one falls through the cracks!
Loans
No manual entry: all loans will automatically transfer from your AIM account so that you can track their progress in LEADer CRM. Your clients are waiting, so start contacting them right away.
LOG IN TO AIM
LEADer CRM: Marketing Tools
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Email Campaigns
Send emails tailored to your clients and marketing goals
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Client Segmentation
Use advanced segmentation in emails to target specific individuals
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Auto Emails
Automate emails to celebrate important milestones with your clients
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Customized Flyers
Engage your audience with customized marketing materials
Receive 100 ADvantage Loyalty Points
Icon Add a lead to Leader CRM and move it through the Lead Pipeline to the Loan Started stage.
Icon Complete their loan application in the AIM Partner Portal.
Icon Close the loan with AD Mortgage and submit a request to receive loyalty points.
START NOW

How to Start Using LEADer CRM

Step 1
Become a Partner
Step 2
Log in to your AIM account
Step 3
Click "CRM/Loyalty" in the top menu
Step 4
Enjoy the LEADer CRM!
1:05:58
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Have any questions about LEADer? Reach out to your Account Executive or click here:
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