Daily AI
Overview
Daily AI, now rebranded as Aidium, is a comprehensive CRM platform designed specifically for mortgage professionals. It offers a suite of intelligent solutions aimed at increasing lead conversion, streamlining operations, and enhancing customer engagement through automated marketing and compliance features. The platform integrates with major LOS systems and provides tools for managing client relationships, automating sales processes, and ensuring data security.
Industry: Mortgage CRM
Ideal Customer Profiles: The ideal customers for Daily AI's products are mortgage professionals and lending businesses looking to enhance their client management, automate sales processes, and improve lead conversion rates. These customers benefit from streamlined operations and increased ROI through intelligent automation and marketing solutions.
Website: dailyai.io
Products
CRM Solutions
Daily AI's CRM solutions are designed to streamline business processes for mortgage professionals by integrating with major LOS platforms and automating client engagement through dynamic drip campaigns and intelligent updates.
Features
Automated Milestone Updates
Description: This feature allows users to automatically update referral partners and clients about transaction milestones. It integrates with major LOS platforms to ensure real-time updates.
Benefit: Users benefit from improved communication and efficiency, reducing manual work and ensuring all parties are informed promptly.
Database & Document Management
Description: Users can manage contacts, transactions, and partners in a centralized location, with the ability to upload documents and customize data fields.
Benefit: This feature enhances organization and accessibility, making it easier to track performance and manage client relationships.
Automatic Lead Alerts
Description: Leads are automatically routed to appropriate drip campaigns upon creation, eliminating the need for manual input and ensuring timely engagement.
Benefit: This automation increases lead conversion rates by ensuring immediate and consistent follow-up.
Business Development Automation
Description: The CRM automates follow-ups, realtor reporting, and outreach, helping businesses streamline operations and improve conversion rates.
Benefit: Users experience increased efficiency and effectiveness in business development efforts, leading to higher conversion and pull-through ratios.
Advanced Metrics and Tracking
Description: Provides advanced metrics to track performance and update all parties involved in transactions, ensuring transparency and accountability.
Benefit: Users gain insights into business performance and can make data-driven decisions to optimize operations.
Sales Automation
Daily AI's sales automation tools focus on converting leads through intelligent drip campaigns and personalized sales experiences, reducing workload while increasing ROI.
Features
Intelligent Drip Campaigns
Description: Automates the nurturing and conversion of leads through personalized drip campaigns across various channels like SMS, MMS, email, and ringless voicemail.
Benefit: Users benefit from increased lead conversion rates and reduced manual effort in managing lead engagement.
Customizable Campaigns
Description: Allows users to design custom drip campaigns or use pre-loaded ones, providing flexibility in how leads are engaged.
Benefit: This feature enables tailored communication strategies that align with business goals and client preferences.
In-Process Loan Tracking
Description: Tracks the progress of loans in process and updates referral partners automatically, ensuring everyone is informed of the loan status.
Benefit: Enhances efficiency and communication, reducing the risk of errors and delays in the loan process.
Lead Routing
Description: Routes leads to the most suitable closers or automated campaigns based on custom key performance indicators.
Benefit: Optimizes lead management by ensuring leads are handled by the most effective resources, improving conversion rates.
Performance Tracking
Description: Provides tools to track performance through custom KPIs, offering insights into ROI and conversion rates.
Benefit: Empowers users to make informed decisions and optimize sales strategies based on performance data.
Marketing Solutions
Daily AI's marketing solutions offer automated and customizable campaigns to keep clients engaged and increase repeat and referral business.
Features
Automated Nurture Campaigns
Description: Automates client engagement through nurture campaigns that can be customized for various occasions, ensuring consistent communication.
Benefit: Helps maintain client relationships and increase the likelihood of repeat business and referrals.
Post-Close Nurture
Description: Engages clients with campaigns around significant dates like birthdays and home anniversaries, reinforcing client relationships.
Benefit: Strengthens client loyalty and encourages future business opportunities.
Marketing Center
Description: Offers a customizable marketing center with pre-built templates for social media and print materials, simplifying marketing efforts.
Benefit: Saves time and resources in creating marketing materials, allowing for consistent and professional branding.
Mass Email Feature
Description: Enables users to send mass emails, including video emails, with tracking capabilities for deliveries, opens, and clicks.
Benefit: Facilitates large-scale communication efforts and provides insights into email campaign effectiveness.
Occasion-Based Drip Campaigns
Description: Allows for the creation of drip campaigns tailored to specific occasions, automatically enrolling clients post-close.
Benefit: Ensures ongoing client engagement and maximizes opportunities for repeat business.
Compliance & Security
Daily AI ensures best-in-class security and compliance through advanced analytics, reporting, and a unique permission structure.
Features
Advanced Analytics and Reporting
Description: Provides analytics and reporting tools to monitor compliance and alert users of any breaches, ensuring adherence to regulations.
Benefit: Enhances security and compliance, reducing the risk of legal issues and data breaches.
Data Encryption
Description: Utilizes military-grade encryption to protect sensitive information, ensuring data security and privacy.
Benefit: Provides peace of mind by safeguarding client data against unauthorized access.
Secure Network Protocols
Description: Employs HTTPS and SSL protocols to secure network traffic, preventing interception and unauthorized access.
Benefit: Ensures secure communication and data transfer, protecting against cyber threats.
Internal Security Measures
Description: Implements expert-recommended processes and procedures to protect internal documents and data from threats.
Benefit: Reduces the risk of internal data breaches and enhances overall security posture.
Permission Structure
Description: Offers a unique permission structure that allows leaders to control automation and workflows, ensuring compliance and efficiency.
Benefit: Enables tailored access and control, enhancing security and operational efficiency.
Lead Conversion Tools
Daily AI's lead conversion tools leverage intelligent campaigns and automation to maximize lead engagement and conversion rates.
Features
Multi-Channel Lead Engagement
Description: Engages leads through multiple channels including video texts, SMS, ringless voicemail, and email, ensuring comprehensive outreach.
Benefit: Increases the likelihood of lead conversion by reaching prospects through their preferred communication channels.
Transaction Coordination
Description: Ensures precise coordination throughout the transaction process, reducing errors and improving client experience.
Benefit: Enhances client satisfaction and streamlines the transaction process, leading to higher conversion rates.
Post-Close Engagement
Description: Focuses on engaging clients after closing to encourage repeat business and referrals, maintaining long-term relationships.
Benefit: Increases client retention and generates additional business opportunities through referrals.
Preferred Channel Communication
Description: Allows users to connect with leads through their preferred communication channels, enhancing engagement and conversion.
Benefit: Improves lead conversion rates by aligning communication strategies with client preferences.
Personalized Sales Experience
Description: Creates a personalized sales experience for inbound leads, aligning with the user's style and approach.
Benefit: Enhances client engagement and increases the likelihood of conversion by providing a tailored experience.
Quantitative Benefits
"While 85% of clients say they enjoyed working with their lender and would do so again, the national average rate of repeat clients is just over 15%."
Source: Daily AI - Home
Testimonials
"We love Daily AI because leads will never slip through the cracks again. It's a no-brainer for us — the team is happy to see their loan volumes continue to increase, thanks to Daily AI."
Norbert Gyorfi, Mortgage Banker at LeaderOne
Source: Learn More about Daily AI
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