Number of Seats/Users: Aidium offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Aidium that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Aidium. Aidium reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Aidium offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Aidium. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Aidium often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase our internal data shows that Aidium (including the legacy Whiteboard CRM) delivers very strong results for many mortgage teams, but there is a noticeable gap between highly satisfied users and a few who are deeply unhappy, especially around the newer platform and contracts.

High‑level sentiment
– Most Spendbase clients report 5/5 satisfaction and real production gains.
– A smaller but vocal group reports 1/5 due to service, contracts, and usability issues.

What Spendbase clients like most
– Mortgage‑specific automation
– Playbooks and pre‑built campaigns that work “out of the box.”
– Automated texts, emails, and milestone updates to borrowers and agents.
– Revenue impact
– Several clients tie Aidium/Whiteboard directly to:
– Best production years ever
– More peer‑to‑peer and realtor referrals
– Repeat business from very old leads
– Ease of use
– Simple interface compared with “big name” CRMs.
– Quick onboarding for new team members.
– Communication tools
– Texting from a landline/business number.
– Strong partner communication during the loan process = more referrals.
– Support (legacy Whiteboard)
– Dedicated reps, fast answers, and hands‑on training called out repeatedly.

Key friction points and risks
– Contracts and flexibility
– Complaints about restrictive terms and a lack of “make‑it‑right” attitude.
– Customer support (current state)
– Some clients now report slow or unhelpful responses and unresolved tickets.
– Product gaps
– Sparse knowledge base, little self‑service.
– Clunky UI and limited customization for some teams.
– Reporting described as “horrible” and stagnant.
– Basic gaps like printing, Kanban views, and easier campaign building.
– Transition from Whiteboard
– A few long‑time Whiteboard users feel the acquired product is “no longer available” in the way they liked, and have already migrated away.

How Spendbase typically approaches Aidium for our clients
– Use concerns around support, reporting, and knowledge base to push for:
– Meaningful discounts or tiered pricing
– Flexible contract length and softer termination terms
– Stronger SLAs on response times and issue resolution
– For teams that love the automation and results, we focus on:
– Locking in favorable long‑term rates
– Ensuring roadmap commitments (reporting, UX updates, self‑service) are documented in writing.