Surefire CRM Reviews & Ratings

Surefire CRM

4.7 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 3 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 4 out of 5 stars

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What is Volly?

Volly simplifies the lending process while boosting marketing automation for banks and mortgage companies, including several of the nation's top 20 lenders. This innovative platform not only delivers advanced lending technology but also connects users with a dedicated team of marketing and branding experts who possess extensive experience in the mortgage industry. It effectively integrates with existing lead management systems and CRM software, ensuring a smooth transition. By implementing SPF, DKIM, DMARC, CAN-SPAM compliance, and reputation management, it guarantees peak email deliverability for users. A/B Testing allows for the evaluation of various emails, web pages, or applications to determine which strategies yield the highest engagement rates. Moreover, real-time notifications keep loan officers informed about how recipients respond to their emails. The platform also incorporates dynamic content for emails and landing pages, making certain that messaging resonates well and is easily accessible across multiple channels. In addition, Volly provides customized landing pages and email content that reflect the brand's identity, which significantly enhances customer interaction and engagement. This comprehensive approach not only improves the efficiency of lending processes but also strengthens the bond between lenders and their clients.

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.

Media

Media

Integrations Supported

Salesforce
Finicity
Sales Boomerang

Integrations Supported

Salesforce
BeSmartee
Blend
BombBomb
BytePro
Calyx Point
Cyclr
Encompass
Fiserv Mortgage Director
Floify
LendingPad
LinkedIn
Microsoft Azure
Microsoft Exchange
OpenClose
SimpleNexus Mortgage Platform
TrustEngine
Wufoo

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Volly

Date Founded

2019

Company Location

United States

Company Website

www.myvolly.com

Company Facts

Organization Name

Top of Mind Networks

Date Founded

2003

Company Location

United States

Company Website

www.topofmind.com

Categories and Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Customizable CTAs
Dynamic Content
Lead Scoring

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

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