Mortgage text messaging can get results even while adhering to both the TCPA and TILA-RESPA. Here are do’s and don’ts for texting in your mortgage business.
News & Events
Keeping It Top of Mind
Stay up-to-date with everything that is happening with Top of Mind and Surefire CRM.
Plus, read all sorts of cool case studies and other resources to help you grow your business.
Top of Mind announces the Surefire CRM Retention Center to help loan originators foster repeat and referral business.
Mortgage business opportunity notifications help you secure a steady stream of otherwise missed business. It’s worthwhile to maximize their potential.
Email marketing for credit unions is as easy as set it and forget it with Surefire CRM, the top mortgage CRM software.
Working towards your goal of top-producer status? Surefire CRM can get you there with award-winning automated marketing workflows.
Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing TechnologyApr 21, 2021
Top of Mind's CPO David Orsini has been recognized as an outstanding mortgage technology leader through the MBA Tech All-Star Award Program.
In this episode of The Trending Mind, CRO Nick Belenky recaps our launch of Surefire's Power Video feature and our integration with MBS Highway.
Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client StrategyApr 13, 2021
Rick Webster, VP of client strategy at Top of Mind, is welcomed as a resource for clients to achieve better outcomes and meet their goals.
In this episode of Surefireside Chats, John Owens, president of SeaTrust Mortgage, shares his advice for professionals in today’s booming mortgage market.
Surefire CRM is the best CRM for small mortgage brokers to cast a long shadow and set themselves apart in a competitive mortgage market.
Mortgage marketing has changed right along with the pace of advancement in the internet, and technology trends in general.
Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRMApr 06, 2021
The Salesforce and Surefire connection enables real-time bidirectional syncing to automate and expedite the lending process.
Don’t feel overwhelmed when choosing mortgage social media marketing tools. Plenty of options make it easy to manage your own program without hiring help.
Mortgage marketing takes many forms. One can pursue what most interests them, or what has proven to work time and again, regardless of market conditions.
Marketing automation can help individual loan officers or mortgage company marketing executives win more clients, more easily, more of the time.
Top of Mind’s Surefire CRM Integrates with LendingPad LOS to Streamline Communication Throughout the Loan Origination ProcessMar 31, 2021
Surefire CRM's integration with MBS Highway positions lenders and their real estate agent partners as market experts with Real Estate Report Cards.
Marketing strategies for credit unions are just a click away. Lean these 7 strategies that can attract new members and drive growth to credit unions.
Surefire CRM's integration with MBS Highway positions lenders and their real estate agent partners as market experts with Real Estate Report Cards.
Mortgage brokers asked, and we listened. In addition to enhancing Surefire's functionality for brokers, we added more training, staff, and support.
Mortgage comparison tools allow prospective borrowers to compare loan options based on the factors that they should use.
It’s been important, but never more so than now, to reply as immediately as possible to inbound leads. For if you don’t, your competition will.
Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in SecondsMar 18, 2021
Power Video is the best-in-class mortgage marketing video application for lending professionals housed right inside of Surefire CRM.
Like the mortgage industry itself, mortgage software comes with its own alphabet soup of acronyms and terms. Here are some it helps to know.
FEMBi Builds Better Relationships With Bilingual Borrowers Using Surefire CRM’s Spanish-Language ContentMar 17, 2021
Learn how Surefire's library of Spanish-language content for all customer stages helped FEMBi significantly increase market reach.
Hear from Andy Zemon of Waterstone Mortgage about what it means to truly make an impact as a top-producing loan officer.
To stay competitive, wholesale lenders and third-party originators (TPO) need to offer differentiation while maintaining communication with clients.
Consumer direct lenders choose Surefire CRM for marketing automation to develop custom communications for both prospective and current customers.
Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan OfficersMar 11, 2021
The Surefire Lookbook is a new recruiting tool to attract mortgage sales talent and improve employee retention.
Developing an Omnichannel Marketing Strategy to Help Retail Mortgage Lenders Find, Win and Retain BorrowersMar 08, 2021
Omnichannel marketing works extremely well when it is deployed inside a mortgage-centered marketing CRM like Surefire.
Financial services marketing is best when it fully embraces digital channels, where many standard rules still apply. Make yours great with these six tips.
Mortgage loan comparison calculators can be used to help prospective borrowers select the best loan option for their needs.
Top of Mind Selected for HousingWire’s 2021 Tech100 List of Most Innovative Companies in Mortgage TechnologyMar 03, 2021
Top of Mind is recognized as one of the most innovative technology companies serving the mortgage and real estate industries.
It's time to take your mortgage marketing strategy up a notch. Use these mortgage marketing tips to make your business soar.
Mortgage marketing content on interest rates will garner leads, but at a higher cost to your margins. Using the right content can change that.
In this episode of Surefireside Chats, hear from top mortgage marketing leader, Ian Nixon of Essex Mortgage.
Mortgage marketing tech supported record-setting refi volumes in 2020. Here's how mortgage CRMs can handle projected record purchase volumes in 2021.
Surefire's public API enables bi-directional syncing with Salesforce (and your other mortgage systems) in real-time to expedite the lending process.
At Top of Mind, we’re team players who celebrate tech diversity. Get the best of both worlds with Surefire and Salesforce.
The right mortgage calculators can help borrowers identify the best mortgage program and the one that's most financially beneficial to their overall needs.
Nick Belenky will lead Top of Mind’s marketing, sales and customer experience teams as chief revenue officer.
Here's what you need to know about mortgage compliance so you can deliver a mortgage marketing program that follows the rules and doesn't stress you out.
A home purchase or refinance closing gift is not only thoughtful and appreciated, but it can also be good for your business as a result.
Surefire CRM by Top of Mind Integrates With Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application ProcessFeb 11, 2021
Surefire and Blend help LOs close more loans with prefilled loan applications and alerts of in-process applications.
Looking for mortgage lead generation tools? Look in your own database! Here are 5 ways to mine leads from the customer lists you already have.
Becoming a mortgage broker can be a big step up for established mortgage loan originators or a first step into the industry for outsiders.
Expand your professional skills, generate more leads, close more deals and delight your customers with our free online training.
When banks and credit unions automate marketing for their businesses, they discover more deals while ensuring compliant and on-brand communications.
To keep a balanced pipeline, every retail mortgage lender must maintain a steady stream of inbound leads with prospects ready to act.
Mortgage Marketing University – A New Chapter in Our Commitment to Helping Mortgage Professionals Grow Their BusinessesJan 27, 2021
Mortgage Marketing University is a free, online resource we're offering to get your 2021 started on the right foot. Enroll today!
Hear from top mortgage marketing leader, Wes Schueneman of SecurityNational Mortgage Company.
When promoting your mortgage company, it helps to understand your marketing wholesale lender options vs. retail lending operations options.
Top of Mind Launches Mortgage Marketing University to Help Mortgage Professionals Hone Their Marketing AbilitiesJan 21, 2021
Grow your business and your career with Mortgage Marketing University, Top of Mind's free online training.
A high-performing consumer direct lender invests in technology and borrower retention with Surefire, the top mortgage CRM.
Becoming a licensed mortgage loan officer can be hard work, yet it also can be the start of a very good and prosperous career. Start here.
Memes are everywhere, and mortgage memes are among the funniest (at least to loan officers). Share wisely. What’s funny to you may put off a borrower.
Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation PlatformJan 12, 2021
Top of Mind reflects on a stellar 2020 and enthusiastically anticipates a promising 2021.
A Mortgage Product Pricing Engine is imperative if you want to succeed in today's extremely competitive and fast-paced lending world.
As the mortgage industry shifts back to a purchase market, loan officers can maximize their 2021 outreach with these five marketing steps to Realtors.
Centralize your marketing using Surefire CRM's admin-driven mortgage marketing model.
Integrating your POS, LOS, and PPE systems with your mortgage CRM is a crucial step in increasing your ROI.
For the first time ever, we have made educational content from our Surefire Summit available industry-wide, on-demand.
Our Client for Life Workflow has helped Buford Finance and Mortgage pull in nearly $43 million in additional volume from repeat business.
Maximize your ROI and build the marketing engine of your dreams using Surefire CRM's out-of-the-box modules purpose-built for every type of lender.
Hear from top mortgage marketing leader, Ian Klein of US Mortgage.
Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing CustomersDec 16, 2020
Integration of Surefire’s powerful marketing automation with intelligent alerts from Sales Boomerang enables a 30% lift in loan volume.
Finding mortgage leads that convert to borrowers isn't easy. Facebook ads help loan officers capture the leads they need efficiently and effectively.
Hear from top-producing lender Mark Milam of Highland Mortgage.
Sending mortgage marketing postcards via the postal service may seem antiquated to many; however, that’s exactly why you should be sending them.
After almost 18 years of serving mortgage professionals, Surefire has gone where no other CRM has gone before.
Quality mortgage leads can be a hard thing to acquire. Rate shoppers are a dime a dozen and, they can be pretty fickle, even with the best of intentions.
We’ve got the numbers: 450 years of mortgage experience and tens of thousands of users. But, the real experience is in implementing proven best practices.
Building your social media brand may be easier than you expect when you use a purpose-built mortgage CRM like Surefire.
While all mortgage compliance is important, some rules command more attention at different times. Here are a few compliance leaders to watch in 2021.
Invest in a mortgage CRM that marries great technology and great content to see why experience matters.
Successful mortgage email campaigns in 2021 may look a lot like those in previous years, but you’ll want to remember these important lessons from 2020.
Highly successful loan officers often have different styles, yet one thing is typically common amongst them – they employ mortgage marketing automation.
Hear from the industry's top marketing leaders as they raise the bar one campaign at a time.
When we ask our mortgage lender customers why they continue to prefer Surefire CRM, here’s what they tell us.
Smartphones are virtually ubiquitous. Using SMS mortgage marketing to reach your prospects can position you to communicate readily via their oft preferred method.
The best mortgage closing gifts leave a long-lasting impression. These tips will help you choose memorable gifts that bring your borrowers back.
Surefire CRM by Top of Mind Integrates With Floify to Maximize Mortgage Loan Originators’ Sales ProcessNov 03, 2020
Surefire CRM and Floify work to deliver more loans that close with rule-based workflows and best-of-breed communications.
Lenders are feeling betrayed by full-service marketing platforms that show up totally empty.
Your borrowers will become clients for life with Surefire's creative marketing content.
Many loan officers use mortgage marketing videos to manage busy pipelines and secure future business. Here are 3 ideas to make your next video stand out.
Your partners, clients, leads, prospects, etc., are the life-blood of your business. Keep their info at your fingertips with mortgage contact management.
Educate and delight consumers with Surefire's award-winning creative content library.
Hearing the same marketing ideas for loan officers and mortgage brokers over and over? Here are some new ideas and a fresh spin on the classics.
A CRM program is different and more versatile than loan origination software. Done right, one gets and keeps you positioned to take advantage of the other.
Get your loan applicants to the finish line with Surefire creative content.
As outbound phone calls re-emerge as a powerful marketing tool, fit more calls that are equally effective into an already jam-packed day.
Top of Mind’s ‘Client for Life’ Workflow Helps Mortgage Lenders Hang on to 2020’s Record-Breaking Influx of Refi CustomersOct 12, 2020
Learn how Surefire's 'Client for Life' Workflow helped InterLinc achieve their client retention goals.
Mortgage loan officers know social media marketing is important for growing your business. But, sometimes, you just need a good idea for something to post.
VIP Mortgage Implements Surefire Power Messaging by Top of Mind, Generates Hundreds of Extra Deals in Q2 2020Oct 07, 2020
Surefire's Power Messaging takes VIP Mortgage's marketing from zero to hero.
Creating mortgage marketing newsletters that are effective in achieving intended goals can be part art and part science. What’s the proper recipe to get it right?
Surefire by Top of Mind earned a second runner up spot at the 2020 Digital Mortgage Conference.
Learn how VIP Mortgage turned their marketing department around using SurefireCRM.
Embrace a mortgage CRM with marketing automation technology that knows when to be completely automated and when to employ a human element.
Top of Mind’s ‘Client for Life’ Workflow Selected as Finalist in International Content Marketing AwardsSep 08, 2020
Top of Mind Networks has been named a finalist in the Content Marketing Institute’s (CMI) 2020 Content Marketing Awards.
With FHFA changes, bad news has changed to better news! Help your borrowers beat the rush for a refi.Aug 31, 2020
The FHFA has announced it will delay the “adverse market conditions” fee on refinance transactions until December 1st.
CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks.
August Executive Chat: What does it really take to keep a client for life? It depends on who you ask.Aug 25, 2020
For Top of Mind, keeping clients for life means keeping in touch. It sounds simple, but it isn’t easy.
The key to cultivating lifelong clients is keeping in touch. As straightforward as that sounds, there are lots of factors involved.
Join and learn how Surefire's set and forget technology can be your secret weapon to maximize repeat and referral business.
Independent research explains why direct mail deserves a place in your marketing mix.
With historically low interest rates and millions of refis pouring in, lenders need a little nudge in to keep investing in their future success.
Having a mortgage marketing plan is critical, but it shouldn’t be deployed occasionally. It should be an ongoing part of your everyday business.
Learn how Presidential Bank Mortgage supercharged 30 years of customer contacts with Surefire.
The right industry-specific CRM platform will make compliance in mortgage marketing easy. Here are 7 features compliance officers need in a mortgage CRM.
Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has been named a 2020 Product of the Year by the Business Intelligence Group (BIG)
Dealing with a sprawling tech stack is hard work and headaches for IT, tough to learn for already busy loan officers, and it can quickly drive up costs for a lender.
With record-low interest rates, our customers continue to report that sales pipelines are filling faster than they can be emptied.
Happy National Intern Day! Check out our Q&A to spotlight the future of the working world we proudly have here at Top of Mind Networks.
Create effective mortgage marketing campaigns by tailoring messages for your target audience and processes. Get started with 9 mortgage marketing ideas.
Mortgage bankers and brokers that use mortgage marketing automation tools can manage and grow their business exponentially.
Smart salespeople will always find a way to be where their consumers are. Today that means being able to communicate by text message.
Today’s mortgage pipeline software is far more advanced than ever and easily trumps even tried and true manual systems of years gone by.
There are far better ways to effectively and efficiently manage your business using mortgage pipeline management software.
Experience game-changing real estate market intelligence, collaboration and analytics tools from MobilityRE to SurefireCRM.
Digital mortgage software linked with powerful mortgage content from an industry leading provider helps loan originators work smarter and faster.
Busy mortgage bankers and brokers can benefit from social media marketing, but to do it best, a mortgage CRM system is essential.
SimpleNexus and Surefire CRM Help Mortgage Lenders Curb Abandoned Applications and Build Books of BusinessJul 21, 2020
SurefireCRM has added two-way data sync to its integration with digital mortgage app SimpleNexus.
Much has changed in the world of mortgage marketing tools. Digital mortgage software and mortgage CRM systems make marketing more efficient than ever before.
The majority of open house attendees are in the earliest stages of their home purchase journey — they want to find a home to fall in love with.
Designing the perfect mortgage marketing postcard can be challenging. In order to make sure your campaign is successful, make sure you have these 7 elements.
Mortgage email marketing goes well beyond typical concerns about improving open rates. Mortgage marketers must think about compliance, the mortgage process, cobranding and more.
Look beyond click through rates to measure the effectiveness of your mortgage email marketing. Here are 3 ways top mortgage CRMs can help you dig deeper to identify your most effective messages.
As mortgage companies grow, their marketing teams increasingly rely on automation tools to centralize the management of marketing efforts and ensure brand consistency.
You don’t have to solve the “do more with less” equation on your own. We want to delight every Top of Mind customer with inarguable success.
As mortgage lenders field the tsunami of refi volume that has accompanied record-low interest rates, loan originators are struggling to manage the basic borrower communication that keeps loan pipelines flowing and customers happy. To manage unexpected spikes in volume and maximize the workforce efficiency, loan originators need tools that allow
Top of Mind Places Among the World’s Top Creators of Video Content in 41st Annual Telly Awards CompetitionJun 17, 2020
ATLANTA, Ga., June 17, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, took home four trophies in this year’s 41st Annual Telly Awards.
SecurityNational Mortgage Company Engages 10 Times as Many Customers with 10 Times Fewer Resources Using Surefire CRMJun 10, 2020
A top-50 retail mortgage lender with 800-plus employees, SecurityNational Mortgage Company (SecurityNational) has served communities coast-to-coast since 1993. SecurityNational pins its success on delivering top-notch service and expert-level guidance to pair borrowers with the best-fit mortgage for their financial situation.
With more than 10 years in the industry, Maggie Mae is a respected leader known by insiders as the “mad scientist” of mortgage marketing. She began her career as a junior loan officer in 2008, during a time of changes and challenges. Despite joining the industry at the same time
CRMs with built-in compliance controls provide a happy medium to lenders stuck between a rock and a hard place.
Surefire Helps TexasLending Build Relationships With Thousands of Lone Star Residents a Month With Just 35 Loan OfficersMay 28, 2020
SurefireCRM helps TexasLending.com build relationships with thousands of Lone Star Residents.
When mortgage rates fall, they’re bound to hit a floor. Explain to your contacts why mortgage rates aren’t zero, even if Fed rates are.
Content that lacks emotional connection is at risk of gathering dust. First impressions are formed in a matter of seconds, or sometimes in less than one second, according to researchers from Princeton University. In such a short time span, borrowers cannot meaningfully differentiate between your rate sheet and that of
Top of Mind Wins Eight International Hermes Awards for SurefireCRM’s Creative Videos That Help Mortgage Lenders Engage Prospects and CustomersMay 12, 2020
ATLANTA, Ga., May 12, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, was recognized with four platinum and four gold awards for outstanding corporate marketing in the 2020 Hermes Creative Awards.
Top of Mind Enhances ‘Client for Life’ Workflow to Help Lenders Retain 2020’s Record-Breaking Influx of Refi CustomersMay 05, 2020
Surefire's Client for Life workflow is a five-year, 'set it and forget it' workflow that now includes exclusive Power Calls and Power Messaging features.
ATLANTA, Ga., (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the release of Power Messaging, a feature that enables SurefireCRM users to deliver high-touch text communication to consumers at scale.
ATLANTA, Ga., (SEND2PRESS NEWSWIRE) -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, took home four platinum and four gold awards in the 2020 AVA Digital Awards competition.
AVENTURA, Fla., (GLOBE NEWSWIRE) -- Lenders One Cooperative, a national alliance of independent mortgage bankers, today kicks off its annual March Summit in Aventura, FL. The cooperative celebrates its continued growth and will feature keynotes from boxing legend Sugar Ray Leonard and industry standout Barry Habib, member-only networking sessions and
Loan Officers Executing Automated Marketing Campaigns Close Twice the Deals, Earn Double Revenue, Top of Mind FindsFeb 04, 2020
ATLANTA, Ga., (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number
Effective January 1, the California Consumer Privacy Act (CCPA) secures new rights for California consumers. If your organization does any meaningful business in California, you're probably on the hook regardless of where you're headquartered.
CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response TimeJan 21, 2020
ATLANTA, Ga.(SEND2PRESS NEWSWIRE) — CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire’s new Power Calls capability with CardTapp’s
ATLANTA, Ga. (SEND2PRESS NEWSWIRE) — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that its Surefire CRM is ready to help mortgage lenders meet their obligations under the California Consumer Privacy Act (CCPA).
ATLANTA— (BUSINESS WIRE)— Surefire by Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, has once again been ranked as the number one most used customer relationship management (CRM) system for mortgage origination in STRATMOR Group’s Technology
ATLANTA— (BUSINESS WIRE)—Top of Mind Networks, a leader in customer relationship management and marketing automation software for the mortgage lender and real estate industries, is pleased to announce that it has integrated with BombBomb, a personalized video tool.
ATLANTA— (BUSINESS WIRE)—Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, is pleased to announce the opening of its new office in Cleveland, Ohio. This new Technology Center represents the continued growth of Top of Mind Networks
ATLANTA— (BUSINESS WIRE)— Surefire by Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, has been ranked the number one most used mortgage customer relationship management (CRM) system for mortgage origination in STRATMOR Group’s 2018 Technology Insight
ATLANTA— (BUSINESS WIRE)—Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, announced the appointment of three new executives: Nicolas Alberga, Chief Financial Officer; Erik Enright, Chief Technology Officer; and Amy Leiter, Chief Success Officer.