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Already a Surefire user? Check out our User FAQ.
I love it, but how much does it cost?
Surefire offers several different pricing plans depending on the size of your company. We also offer volume pricing depending on the number of seats you purchase. You’ll see that Surefire is competitively priced on a cost per user similar to other SaaS CRMs.
However, considering a seat of Surefire is like getting a CRM, email marketing platform, online loan application, flyer design tool, marketing content generator and... well, we could go on and on, but you should really schedule a demo and see for yourself the incredible value a Surefire seat can provide to you and your company.
How do I get all of my contacts into Surefire?
Our account management team will work with you to prepare and import your contact database into Surefire. So there is no worry that you’ll be left standing there scratching your head wondering how to get all your contacts uploaded. Because we’ll do it for you!
How long will it take me to get up and running with Surefire?
Depending on the size of your company and number of users and contact databases you need to import, you could be up and running with Surefire within a few weeks. But large enterprise clients generally take about 30-60 days given their various internal administrative needs and requirements.
Regardless, our account management team will work with you throughout every step of the process until you are 100% fully comfortable that your Surefire instance is fully functional.
What kind of support and training do you provide?
Lots. For new accounts, as mentioned, we will help you with importing your database. And we also hold several Live Orientation Webinars every week to help acclimate new users. For Enterprise accounts, we even provide onsite training at no extra cost.
For ongoing support, we have a host of video tutorials available as well as other more intermediate and advanced live webinar training topics. Also, Business level accounts have a dedicated Account Manager, while Enterprise account have an Account Team to assist them with any questions or issues. We also provide all users with a Help Desk ticket system to assist with additional support questions.
Can I send post-close campaigns without paying for mail?
You sure can. You can set up Surefire so all your new closed loans will automatically go on an electronic campaign that will send them emails and you alerts for important task reminders. Of course, if you want you can add them to an integrated email and mail campaign. Mail pieces are very affordably priced and can be a worthwhile investment. Ask for a price quote during your demo.
What LOSs do you integrate with?
We have performed integrations with the following LOSs:
- Calyx Point
- Lending QB
- Mortgage Builder
While these are direct integrations utilizing our API and the LOS’s SDK, we can effectively integrate with any LOS using an FTP file drop process. If you have further questions, be sure to ask our representative on your demo.
How long does LOS integration take and is there a cost?
Integration time varies from company to company, but if you have the dedicated IT resources on your end to work with your LOS, you could be up and running with integration within a few weeks. Given there are so many moving parts, especially when dealing with the IT support of large mortgage companies, integrations tend to run a little longer.
Because integration takes extra internal resources on our part, there is an additional cost for this service. If you are interested in integration, please ask about it on your demo.
Is there a version of Surefire for users outside of the mortgage industry?
As of right now, Surefire is specifically designed for mortgage professionals.
Do you have automated workflows and task management?
Indeed we do. You can create marketing campaign workflows that will send emails to your contacts. You additionally create tasks for yourself as part of this workflow, so it can serve as a task management process.
Can you automate communications to Borrowers, Realtors and Employees?
Yes. You can make anyone — a Borrower, Referral Partner or Employee — a contact within Surefire and add them to one of the aforementioned campaigns. You can use a pre-existing Surefire campaign or create one of your own.
Do you offer volume discounts for companies with many loan officers?
Absolutely. We have volume pricing as part of all of our plans. Obviously, the larger the company, the bigger the discount. Schedule a demo to discuss this further with one of our representatives.
Do you offer white labeling?
Yes. Enterprise companies can white label Surefire and get a custom login page as well as insert their logo and custom colors in the CRM. Surefire will happily hide in the background while your company receives all the glory.
Do you sell or share my data?
Of course not. What kind of people do you take us for?
Can I import leads from third-party lead providers?
While Surefire does not currently support any direct API integration with third-party lead providers, if you are looking to do a mass import of leads into the system, our support team can work with you to import the lead file into your database. We can also support FTP file drops to schedule batch imports for routine lead files.