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

Offers API?:
Yes, Surefire CRM provides an API
All Surefire CRM Integrations
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Screenshots and Video

Play Video Surefire CRM Screenshot 1 Surefire CRM Screenshot 2 Surefire CRM Screenshot 3

Company Facts

Company Name:
Top of Mind Networks
Date Founded:
2003
Company Location:
United States
Company Website:
www.topofmind.com
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Surefire CRM Categories and Features

Social Media Marketing Software

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Multi-Account Management
Post Scheduling

Social Media Management Software

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Mortgage and Loans Software

Amortization Schedule
Client Database
Contact Management
Document Management
Pipeline Management

Loan Origination Software

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Document Management

Lead Nurturing Software

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Financial CRM Software

Account Alerts
Asset Management
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Email Marketing Software

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

Customer Experience Software

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Survey Management

Customer Engagement Software

Analytics
Communication Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Communications Management Software

Batch Communications
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

CRM Software

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

More Surefire CRM Categories

Surefire CRM Customer Reviews

Write a Review
  • Reviewer Name: Fernando V.
    Position: CEO
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set 5 out of 5 stars
    Layout 4 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 2 out of 5 stars
    Would you Recommend to Others? 9 out of 10

    One of a kind platform for Mortgage Broker

    4 out of 5 stars Date: Sep 09 2022
    Summary

    Reasons for the 4 stars is due to support. I feel Surefire needs to step up their game in this area. Other than that no complaints. This is a Marketing platform and the job gets done well compared to similar platforms. It includes a decent CRM and client nurture workflows. Amazing transactional videos and closing gift options. Love It!

    Positive

    1. I liked the updated content the Surefire Top of Mind. New developments and materials have been rolling out about every month as far as content goes.
    2. Surefire allows for some integration with other platforms for automation
    3. Mostly ready out of the box just need some honing to match your company's processes

    Negative

    1. There is a learning curve. For me it seem a bit longer as the onboarding person did not cover the structure of the platform well. It becomes easy once you figure this out
    2. Support responses can be slow at times and no phone number to reach someone.
    3. Surefire is not big on reports.

    Read More...
  • Reviewer Name: Brittany P.
    Position: VP, Director of Marketing
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set 5 out of 5 stars
    Layout 5 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you Recommend to Others? 10 out of 10

    The missing piece needed to nourish each and every client relationship

    5 out of 5 stars Date: Sep 28 2021
    Summary

    One of the best partnerships we have! Our 97% LO adoption rate of the system is a testament to Top of Mind's team they have in place as well as the continuous features and improvements made to Surefire.

    Positive

    Flexible platform equipped with features to generate excitement for all levels of use and approaches to technology-enabled marketing. The turnkey creative content, especially for timely news, helps eliminate delays in getting relevant content out to contacts. Customer support is the best I've come across and you're always guaranteed some form of a response to your inquiries on the same day you've submitted a ticket.

    Negative

    Learning the system can be a little overwhelming at first, especially on an individual, loan officer level. Recommend having a team of admins who will be subject matter experts on the system and can troubleshoot as needed.

    Read More...
  • Reviewer Name: Blake S.
    Position: Systems Administrator
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set 5 out of 5 stars
    Layout 4 out of 5 stars
    Ease Of Use 5 out of 5 stars
    Cost 5 out of 5 stars
    Customer Service 5 out of 5 stars
    Would you Recommend to Others? 10 out of 10

    Robust CRM with excellent value

    5 out of 5 stars Date: Sep 21 2021
    Summary

    For my company I've been overall very happy with the current state of the CRM. Given the way I interact at the admin level and how our company users operate the CRM I would recommend this CRM as it offers plenty of technology for the vast majority of our users. For our more tech savvy users there are features that meet their needs as well. I'm very impressed with the support i receive as well as the companies use of feedback to improve their CRM.

    Positive

    Ease of automation so the LO can focus on their primary role. Plenty of features to accommodate the majority of users. Fantastic support from Top of Mind. Great content to use or modify to company preferences. Features are constantly improved on while other features are released to keep the CRM current with user and company needs.

    Negative

    In some areas, the CRM could be more intuitive but Top of Mind continues to improve so this has addressed in most areas.

    Read More...
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