Stand out by nurturing every stage of the borrower journey
Whether someone is a first-time borrower or an experienced buyer, the homebuying experience is filled with equal amounts of excitement and anxiety. What's more, each mortgage experience is unique, with many tasks to complete from both the lender and borrower side before keys are in hand.
As a lender, if you don't stay connected with your borrowers every step of the way, they can quickly feel overwhelmed and out of the loop. And in a competitive purchase market where consumer demand is hindered by high interest rates, low inventory and more homeowners staying put than ever before, delivering the best borrower experience possible is essential for lenders to stand out. But where to begin? Excellent, personalized communication, responsiveness, and consistency are key to keep new business coming in.
With the Surefire℠ CRM and Mortgage Marketing Engine, you can streamline the homebuying process while delivering a customized experience at every stage of the homebuying journey. Read on to learn how Surefire can help you generate new leads to acquire new opportunities, build stronger relationships and retain customers post-closing.
Bring relationship-building into the heart of your lending processes
Buying a house is technically a transaction, but it's essential for lenders to think about each mortgage as more than just a loan number. Today’s borrowers expect a personalized experience tailored to their unique situation, as well as timely status updates and touch points throughout their homebuying journey. With Surefire, you can leverage an extensive content library and intuitive workflows to create customized, automated communications so you’re engaging your borrowers at the right time, every time, while also staying true to your professional brand.
Just take it from Thu-Lynn Nguyen, Vice President of Marketing, who shared how InterLinc Mortgage was able to revamp their marketing communications with Surefire. “[Only six months after onboarding Surefire], we were excited to see usage increase by 37% with our LO’s adopting the tool, logging in, and actively using all the features that it offers.”
Send timely, precise communications from your system of record
For Encompass® users, Surefire has a direct integration that can save lenders time and help them deliver content at the right moment, all from their LOS. This integration is seamless and quickly implemented with Surefire’s Blueprints for Success. By leveraging both Surefire and Encompass, you can quickly create and deploy marketing campaigns targeting your existing Encompass contacts. And with loan data continuously syncing between both systems, you can maximize every opportunity.
What’s more, Surefire can be easily customized to support multiple team members and custom loan fields. Communication with multiple contacts from the file can be automated throughout the loan transaction, so everyone’s in the loop. We’re excited to share that this is just the beginning. The Surefire and Encompass integration is projected to get even tighter, giving you the ability to sync your loan data to Encompass faster, helping you make stronger, more informed decisions without delay.
Providing your team with the right tools now to both engage new customers and maintain relationships with existing clients will help you drive business in today's down market and position yourself for success when the market shifts again. To learn more about how you can continue to improve scalability and unleash efficiency within your organization with Surefire, watch our recent episode of the Shred Show, where host Josh Pitts and Nick Belenky, Managing Director of Solution Sales at ICE Mortgage Technology® share insights on how to use marketing automation technology to engage new borrowers, win their loyalty and strengthen partnerships.
To discover how you can earn new business, drive repeat business and create clients for life, contact the Surefire team today for a discovery call to discuss how we can help you automate your mortgage marketing communications and strengthen your relationships.