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Boost Your Automation Through Integration

Dec 28, 2020

No system, no matter how great, can do everything.  

Although many software providers promise to be the one system that will automate every function of your business so that you can spend less time in the office and more time on sandy beaches in exotic locations, the fact is that no system can perfectly run every facet of your business.  


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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.

The mortgage industry is no exception. To operate as a lender, you need multiple systems working with one another to automate, simplify and expedite each step of the lending process.    

It is critical to select systems specifically designed for the mortgage industry. The software solutions you need are built for the many steps of the loan process and need to work together like runners in a relay.  

The start of the loan process begins with the application. A point-of-sale system (POS) provides a web-based access point for your borrowers to launch and interact with their applications. 

With the information submitted from the application, the borrower needs to be presented with different lending options. For this to work, the POS will need to share the information with a product pricing engine (PPE). A product pricing engine generates the different loan pricing scenarios and varying rates that the lender can offer based on the borrower’s qualifications.  

In a perfect world, the borrower applying for the loan will immediately qualify and begin submitting the offer for their dream home. But, there are some who will not qualify during their first application. This is where your mortgage CRM can swoop in and save the day.  

Through different educational campaigns, your CRM can help you remain top of mind with your client as they improve their creditworthiness and return to the lending platform.  

Once the lender qualifies and starts the process of purchasing the home, the loan origination system (LOS) takes the lead in the origination and processing of the loan supported by the mortgage CRM and POS software.  

From underwriting through the appraisal process, all the way to the close, these systems work together to produce the information necessary for the borrower’s loan approval, and the more seamless the integration, the better the experience for the borrower.  

Although we’ve given a simplified version of the loan process in the post above, we know that loan origination and approval is complicated. It’s become even more complicated with the impact and uncertainty surrounding the Covid-19 Pandemic has generated the need to also consider platforms for E-Signature and E-Application systems.

However, there is no software provider that can excel in the entirety of the mortgage process. Luckily, Surefire CRM and its integration partners work together to create a process of generating and closing more loans than any other system.  

If you’d like to see how Surefire CRM can provide new innovations to your current tech stack, schedule a demo today.  

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