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What is Surefire?

Surefire enhances customer interactions while optimizing business operations specifically for plumbers and heating technicians. This adaptable software solution can be customized to meet the unique requirements of your enterprise, making it easier to manage various processes with its robust Customer Relationship Management features. With Surefire, you can effectively oversee appointments, customer data, and supplier information all in one place. Additionally, the SureQuote tool, which can be integrated into any website, empowers your clients to generate online estimates, choose fuel types, and conveniently send the estimates via email or text to potential customers. This not only improves efficiency but also fosters better communication with your clientele.

What is BNTouch Mortgage CRM?

BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers. Key features include: - Automated SMS and email marketing campaigns - Efficient lead distribution and management - Over 35 unique mortgage tools - A digital 1003 application - Ready-to-use marketing collateral - Tailored video marketing solutions - Curated content for social media platforms - Integration capabilities with LOS, Outlook, Zapier, and more - Plus many additional features Don't hesitate to reach out to us today!

Media

Media

Integrations Supported

Agent Legend
BoldLeads
Calyx Point
Causal
Encompass
Go Integrator Cara
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
OSE
QuickBooks Online
Sales Boomerang
TrustEngine
Xero
Zapier

Integrations Supported

Agent Legend
BoldLeads
Calyx Point
Causal
Encompass
Go Integrator Cara
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
OSE
QuickBooks Online
Sales Boomerang
TrustEngine
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$69
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

W B Solutions

Company Location

United Kingdom

Company Website

www.surefiresoftware.co.uk

Company Facts

Organization Name

BNTouch Mortgage CRM

Date Founded

2004

Company Location

United States

Company Website

bntouch.com

Categories and Features

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
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
Subscriber Management
Template Management
WYSIWYG Email Editor

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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