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What is mloflo?

By merging a successful framework for mortgage business development with cutting-edge technology, mloflo emerges as a unique CRM tailored for the mortgage industry. It not only boosts operational efficiency but also offers precise strategies aimed at enhancing referrals and nurturing your professional connections. If you're facing challenges in establishing and committing to your business goals, mloflo provides customized and proven targets for success. While setting goals is crucial, understanding the daily steps required to push your business forward is equally vital. We provide you with actionable checklists and strategies that have yielded success for countless mortgage professionals. Moreover, you can track your business's performance against essential metrics in real-time, gaining valuable insights into effective strategies and necessary next steps. Utilizing mloflo empowers you to maintain consistent growth and agility in a constantly changing marketplace, ensuring that you stay ahead of the competition. Ultimately, with mloflo, you are not just managing your business; you are strategically evolving it to meet future demands.

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

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$69.99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

mloflo

Date Founded

2022

Company Location

United States

Company Website

mloflo.com

Company Facts

Organization Name

Top of Mind Networks

Date Founded

2003

Company Location

United States

Company Website

www.topofmind.com

Categories and Features

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

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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

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