Surefire CRM

The #1 Most-Used CRM in the Industry

Top of Mind designed Surefire CRM to empower lenders to close more loans with tools used across your organization.

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Marketing

The #1 Most-Used Mortgage CRM

Marketers love Surefire. They gain access to hundreds of existing templates for email, social media, flyers, postcards and more.

Sales

The #1 Most-Used Mortgage CRM

Sales teams and individual sales users can manage their entire contact database from Surefire. From inbound lead to loan close, they’ll have total insight into their customer lifecycle.

Executive

The #1 Most-Used Mortgage CRM

Mortgage leadership teams gain top-level visibility into team activity and company KPIs through Surefire reporting tools.

Compliance

The #1 Most-Used Mortgage CRM

Compliance teams can sleep soundly knowing that with the click of a button they can pull an audit report of all of the company’s marketing activities.

Technology

The #1 Most-Used Mortgage CRM

Trusted by mortgage professionals ranging from small broker teams to credit unions to large independent mortgage bankers, Surefire CRM has been rated the #1 most-used mortgage CRM for the second year in a row by STRATMOR Group’s Technology Insight Study.

Marketing

Win with a massive award-winning content library

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Sales

Manage your inbound leads and track your pipeline

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Executive

Access high level reporting to ensure goals are being met

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Compliance

Track & audit every piece of content your LO team sends out

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Technology

Integrate with your current tech stack for a seamless data flow

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Individual solutions

Individual solutions

Our users love Surefire, but don’t take our word for it

“We love the videos. It’s a hit. Agents love it. Clients love it. We’ve gotten referrals out of it.”

Scott Asaro
|
Point Mortgage
Individual Solutions

Focused team solutions

Focused team solutions

Our users love Surefire, but don’t take our word for it

“My Realtors have been finding [Surefire content] something to look forward to on a weekly basis.”

Maxine Yokota
|
Loan Officer
Focused Team Solutions

Enterprise solutions

Enterprise solutions

Our users love Surefire, but don’t take our word for it

“When Surefire content is hitting people throughout the process … the client just thinks it’s the greatest thing in the world.”

Kent Kopen
|
United American Mortgage Corp.
Enterprise Solutions
Some of our Partners
  • LBA Ware
  • MobilityRE
  • Mortgage Coach
  • Optimal Blue
  • Sales Boomerang
  • Simple Nexus

The #1 Most-Used Mortgage CRM

We provide marketing ideas for mortgage lenders

From email to postcards, single property sites to marketing automation, our all-in-one mortgage marketing CRM is perfect for keeping and growing your business.

From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage lenders and mortgage loan officers win new business, earn repeat business and gain referral business with intuitive, “set it and forget it” workflows and award-winning content that inspires emotional connections with customers.

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Our Knowledge Center

Numbers We're Proud Of

Trusted by mortgage professionals ranging from small broker teams to credit unions to large independent mortgage bankers, Surefire CRM has been rated the #1 most-used mortgage CRM for the second year in a row by STRATMOR Group’s Technology Insight Study.

#1

Most-Used CRM in the Industry

2003

Year We Started Helping Mortgage Pros Win More Deals

97%

Customer Satisfaction Rating

1.9M

Monthly Emails Sent on Behalf of Users

1000+

Mortgage Marketing Assets

22

Awards Won for Creative Content

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The best way to find out what we offer is
to try it out yourself. We're confident that
you'll like what you see.

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