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 MLO Shift?
Mortgage experts seeking to improve their lead management and conversion rates can greatly benefit from MLO Shift, which integrates seamlessly with ActiveCampaign, a top-tier CRM and marketing automation tool used by over 50,000 businesses. Each subscription provides a substantial limit of 2,500 contacts and can accommodate up to 25 users within the platform. By becoming a member of MLO Shift, you will unlock access to a vast collection of clear and concise video tutorials aimed at helping you quickly capitalize on your investment and enhance your outcomes. You can effortlessly create custom landing pages by modifying an existing template or designing one from the ground up; these pages are optimized for speed, ease of editing, and mobile responsiveness, which is crucial for executing campaigns that significantly improve lead conversion. Moreover, the platform allows for the automatic aggregation of all your leads into a unified system, enabling immediate follow-ups via email, text, and Slybroadcast voicemails, thus allowing you to focus more on the core aspects of your business. MLO Shift also guarantees that you can efficiently monitor and manage your referrals, ensuring that you never miss an opportunity and reduce the chances of leads opting for a competitor. This all-encompassing system equips mortgage professionals to refine their workflows and dramatically enhance their productivity. Ultimately, MLO Shift serves as an essential tool for any mortgage professional looking to thrive in a competitive market.
Integrations Supported
Blend
BombBomb
BytePro
Chat Agents
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
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
Company Facts
Organization Name
Top of Mind Networks
Date Founded
2003
Company Location
United States
Company Website
www.topofmind.com
Company Facts
Organization Name
MLO Shift
Date Founded
2016
Company Location
United States
Company Website
www.mloshift.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
Financial CRM
Not specified