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Ratings and Reviews 3 Ratings
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Mortgage AutomatorMortgage Automator gives private and hard money lenders across the US and Canada a single platform to run their entire lending operation, from the first loan application to final payoff. Instead of piecing together spreadsheets, email, and disconnected software, teams manage origination, underwriting, servicing, and fund reporting in one place. The platform handles the repetitive work that eats up staff time: generating commitment letters, loan agreements, and discharges on demand, calculating interest and payments automatically, and keeping deals moving through a customizable pipeline. Borrowers, brokers, and investors each get their own branded portal for secure, real-time access to statements and updates, cutting down on status-check emails and phone calls. Lenders managing outside capital also get dedicated fund management tools to track investor positions and generate clear reporting, which helps build trust with the people funding their loans. Because workflows adapt to different loan types and deal volumes, lending teams can take on more business without a proportional increase in headcount, backed by onboarding and support built specifically for private and hard money lenders.
What is TrustStar?
Market Intelligence technology gathers, organizes, and presents vital insights specifically designed for your NMLS, empowering mortgage professionals to boost their productivity. By utilizing your Personalized Data, we can identify potential referral partners, facilitating effective networking and the development of new connections. Embrace a data-driven strategy that distinguishes you within the mortgage industry. Discover and engage with new real estate agents in your vicinity while creating a focused engagement funnel for prospective referral partners. While building relationships with new referral sources may require significant effort, TrustStar simplifies this endeavor by allowing you to concentrate on essential metrics such as loan volume and available listings, ultimately formulating a dynamic referral list to optimize your prospecting efforts. By harnessing the capabilities of TrustStar, you position yourself to respond swiftly to real-time data that impacts your business, granting you a competitive edge in your industry. Unlock fresh revenue streams and opportunities through actionable insights and the latest trends, as TrustStar guarantees that you receive timely alerts about the most crucial information for your success. This all-encompassing strategy not only improves your networking skills but also promotes lasting growth in your professional connections, ensuring a robust foundation for future endeavors. Ultimately, with TrustStar, you can navigate the complexities of the market with confidence and clarity.
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.
Integrations Supported
BeSmartee
BombBomb
BytePro
Calyx Point
Chat Agents
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
Floify
Integrations Supported
BeSmartee
BombBomb
BytePro
Calyx Point
Chat Agents
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
Floify
API Availability
Has API
API Availability
Has API
Pricing Information
$49.99 per month
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
TrustStar
Company Location
United States
Company Website
www.truststar.ai/
Company Facts
Organization Name
Top of Mind Networks
Date Founded
2003
Company Location
United States
Company Website
www.topofmind.com
Categories and Features
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
Customer Communications Management
Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content
Customer Engagement
Analytics
Churn Management
Communication Management
Community 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
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
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
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
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
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
Keyword Filtering
Multi-Account Management
Post Scheduling