Automate your mortgage marketing and deepen relationships through one powerful solution
The Surefire℠ CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business and earn more business relationships. With intuitive set-it-and-forget-it workflows and award-winning content, you can effortlessly maintain and deepen your connections with borrowers, recruits, members, brokers and real estate agents – all through one powerful platform.
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Surefire automates your borrower outreach throughout the mortgage process, delivering award-winning, timely content to borrowers tailored to their current loan milestones. Surefire also distributes leads, nurtures them to application, and educates and informs borrowers throughout the application and funding process. And once the loan is closed, Surefire keeps the conversation going with omni-channel outreach to help capture repeat business.
For mortgage professionals, earning lifelong customers means earning greater profits.
The key to cultivating customers is keeping in touch, and Surefire’s milestone tracking allows you to reach borrowers 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.
And if you’re looking to hire, Surefire also includes ways to show prospective recruits in their future employer’s marketing emails, open-house flyers, direct-mail postcards, interactive multimedia and more — including co-branded marketing campaigns that can also spotlight a real estate agent or other business partner.
Surefire helps lenders exhibit their value as an employer to the type of loan officers they want to invest in most — the ones committed to building lasting consumer and business relationships with timely, relevant and personalized mortgage marketing content.
Why Surefire℠ CRM and Mortgage Marketing Engine
Helps mortgage professionals win new business, drive repeat business, and earn the right to referral business.
- Helps you win new business and drive repeat business
- Intuitive workflows and award-winning content
- Automate your mortgage marketing
- Maintain and deepen connections in the industry
What’s included
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Mortgage loan origination solutions
The Surefire CRM comes with a vast library of marketing content, including multi-channel facets and interactive outreach. In addition, Surefire is equipped with Consumer Direct to help automate and centralize leads.
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Sales tools integration
Help the seller side of your business stay top of mind by leveraging third-party sales tools like MortgageCoach, MBS Highway, MonitorBase and Sales Boomerang.
Frequently asked questions
The Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business and earn the right to relationship business.
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.
The key to cultivating lifelong clients is keeping in touch, and Surefire’s milestone tracking allows users to reach customers with personalized, relevant content.