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MORTGAGE CRM & MORTGAGE MARKETING AUTOMATION

MORTGAGE CRM & MORTGAGE MARKETING AUTOMATION
Surefire

A Black Knight CRM

The Black Knight Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents – all through one powerful platform.

Mortgage Marketing Engine

Close More Loans

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.

Earn 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.

Want to get started?

Surefire CRM Features

Marketing and Content
  • Centralized Marketing and LO-led Marketing
  • Award-winning creative library 1,000+ pieces
  • Omni-channel Marketing Automation
  • Text Message Marketing
  • Lead Generation Forms
  • Dynamic and In-Process Video
  • Interactive Calculators
  • On-Demand Print Services
  • Closing Gifts
  • Flyers
Sales and Loan Officer Focus
  • Opportunity Alerts
  • Outbound Calling with Power Calls
  • Single Property Sites
  • Open House Intelligence
  • No-Contact QR Codes for Open Houses
  • Referral Partner Workflows and Portal
  • Pulse Reports Delivered Automatically
  • LO Custom Views and Pipeline
  • Automatic Task Management
Consumer Direct
  • Lead Routing (Round Robin, Shark Tank)
  • Outbound Calling with Power Calls
  • Centralized Marketing and Brand Management
  • Automated Lead Nurture, In-process Communications, and Post-Close Campaigns for DTC
Wholesale Lending
  • Full Support for AEs, B2B Communications
  • Company Contact Types to Model Brokers
  • Easy Rate Sheet Distribution
  • 1:1 Instant Send Email
Management
  • Content Approval Manager
  • Configurable Roles and Permissions
  • Reporting
  • Dashboards
  • Multi-level Corporate Structure including DBAs
  • Deduplication (progressive)
  • Feature Manager and LO Pay Options
Tech Stack
  • LOS Integration to all major providers (Encompass, Calyx, LendingPad, LendingQB, OpenClose, etc.)
  • POS Integrations to all major providers (SimpleNexus, Blend, Floify, etc.)
  • Pricing Engine including Optimal Blue
  • Sales Tools such as MortgageCoach, MBS Highway, MonitorBase and Sales Boomerang
  • Native Power Video and Bomb Bomb integration
  • Social Media
  • Zapier
  • Open API
Compliance
  • Full Content Compliance Management System
  • RESPA, TCPA, CCPA ready
  • Audit Ready Reporting
  • Audit Assistance Services