Surefire℠ CRM and Mortgage Marketing Engine

The Surefire CRM and Mortgage Marketing Engine can help you close more loans and create customers for life. 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 these 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 — ones committed to building lasting consumer and business relationships with timely, relevant and personalized mortgage marketing content.