Automate communications throughout the mortgage process, and gain access to workflows designed for the mortgage industry so you can focus on closing more loans.
Surefire distributes leads, nurtures them to application, educates and informs borrowers throughout the application and funding process, and provides omni-channel outreach post-close to capture repeat business.
For mortgage professionals, earning lifelong clients means earning greater profits. The key to cultivating lifelong clients is keeping in touch, and Surefire’s milestone tracking allows users to reach customers with personalized, relevant content.
Surefire’s post-close Client for Life campaign comes ready for automation, right out of the box. Everything from closing gifts to multimedia outreach (including text and video) are automated for years, putting your post-close outreach on autopilot.