In this strategy-filled episode, host Phil Treadwell and guest Spencer Dusebout dive into the world of AI and CRM automation. Spencer, the CEO and Founder of Aidium Mortgage CRM, breaks down how the power of automation, along with AI, can strengthen engagement between business and client, help with time management, and improve lead conversions. In a technology-driven atmosphere, this episode shows why Aidium is one of the top CRMs in the industry with business integration, content creation, and data organization. Don’t miss this talk on how this platform can differentiate one professional from another and build better business results.

Spencer Dusebout is a serial entrepreneur obsessed with solving problems in underserved industries. At 16, Spencer co-founded Hands4Others, a non-profit that delivered clean drinking water to over 250,000 people in impoverished communities across the world. He has spent the past 5 years building Aidium, a robust mortgage CRM and Business Intelligence platform focused on leveraging automation, AI, and data analytics to transform the mortgage process and empower lenders.

00:20 - Meet Spencer

01:55 - How AI has Changed the Mortgage Industry

03:50 - Originators and AI

09:00 - Let Producers Create

11:50 - Don’t Use Compliance as an Excuse

13:50 - Data and Business Intelligence

18:30 - Understand Your Numbers

21:20 - The Perks of Aidium

23:30 - What is Automation?

25:10 - Engaging with Referral Partners

27:30 - Differentiate Yourself with Communication

30:30 - Don’t Let Perfect Be the Enemy of the Good

32:50 - Stress Test Your Business

34:30 - Aidium’s Playbook

Learn More about Aidium: https://thinkaidium.com/

Connect with Spencer on LinkedIn

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