Surefire CRM
4.7 out of 5 starsRatings and Reviews 3 Ratings
Ratings and Reviews 0 Ratings
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What is Surefire CRM?
Surefire CRM, developed by Top of Mind Networks, stands as the leading marketing automation and creative content platform specifically designed for the mortgage sector. This innovative solution empowers mortgage professionals, ranging from solo agents to large corporate lenders, to attract new clients, secure repeat business, and generate referrals. By utilizing user-friendly workflows and award-winning content, these professionals can easily nurture and enhance their emotional connections with clients.
Available services include:
- Automated SMS and email marketing
- Efficient lead distribution and management
- Tailored video marketing solutions
- Access to a curated library filled with award-winning content
- Integration capabilities with various LOS/POS and PPE software systems
- Plus a wide array of additional features designed to optimize marketing efforts.
With such comprehensive tools at their disposal, mortgage professionals can elevate their marketing strategies and achieve greater success in their endeavors.
What is Lendesk?
Lendesk offers an all-encompassing digital mortgage solution tailored for mortgage professionals, standing out as a leader in the sector. Complementing this, Lender Spotlight boasts the most detailed and precise database of rates, policies, and information available to streamline the work of mortgage brokers. The efficiency of Lender Spotlight is further enhanced by Finmo, a specialized digital platform designed for mortgage brokers. Users of Finmo have access to the exclusive Platinum Lender Spotlight, which enriches their experience. The seamless integration between Lender Spotlight and Finmo fosters a more efficient digital mortgage process. Through this integration, users receive tailored lender recommendations while they navigate their deals in Finmo, and they also have the ability to review specific lender policies prior to submitting their applications. This synergy not only simplifies the mortgage process but also empowers brokers with the information they need to make informed decisions.
Integrations Supported
BeSmartee
Blend
BytePro
Calyx Point
Chat Agents
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
Floify
API Availability
Has API
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
Top of Mind Networks
Date Founded
2003
Company Location
United States
Company Website
www.topofmind.com
Company Facts
Organization Name
Lendesk Technologies
Date Founded
2013
Company Location
Canada
Company Website
lendesk.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Communications Management
Batch Communications
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content
Customer Engagement
Analytics
Communication Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Survey Management
Email Marketing
A/B Testing
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Template Management
WYSIWYG Email Editor
Financial CRM
Account Alerts
Asset Management
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Lead Nurturing
A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Document Management
Mortgage and Loans
Amortization Schedule
Client Database
Contact Management
Document Management
Pipeline Management
Social Media Management
Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring
Social Media Marketing
Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Multi-Account Management
Post Scheduling
Categories and Features
Loan Origination
Audit Trail
Compliance Management
Customer Database
Digital Signature
Document Management
Online Application
Mortgage and Loans
Client Database
Closing Documents
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Pipeline Management
Residential Mortgages