Steps to Becoming the Best Mortgage Broker
Oct 06, 2021There can be many steps to becoming a mortgage broker, and if you also want to be the best, each step is progressively more important.
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.
Inside the Lenders' Studio: Miriam Aiazzi | Network Funding
Oct 04, 2021In this episode of Inside the Lenders Studio, we are joined by Miriam Aiazzi, a mortgage banker at Network Funding.
Facebook Leads: 3 Steps for Mortgage Brokers to Attract and Convert
Sep 27, 2021Facebook leads can grow a mortgage broker’s prospect list, but that’s just the first step. It’s what comes next that will sustain your business over time.
Using a Customer Focused Marketing Strategy to Attract and Retain Clients
Sep 27, 2021Using a customer focused marketing strategy to attract and retain clients is an important pillar in a mortgage banker or broker’s overall plan.
The Mortgage Marketing Automation Playbook Part 2: Safeguarding Existing Revenue
Sep 21, 2021The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to boosting new revenue.
Surefire Vice President of Customer Success and Service Adam Josephson Named HousingWire Insider
Sep 01, 2021Congratulations to Adam Josephson, a 2021 HousingWire Insider winner and our very own VP of customer success.
5 Times Mortgage Mass Text Messaging is OK
Aug 30, 2021Mass text messaging is a strong tool for mortgage marketers, but it should be used sparingly to maximize effectiveness. Here are 5 times to hit send.
5 Things to Consider Before Buying Mortgage Leads
Aug 30, 2021Before buying mortgage leads, consider where they're coming from and if they're worth their salt.
Inside the Lenders' Studio: Gloria Anderton | FEMBi Mortgage
Aug 30, 2021In this episode of Inside the Lenders Studio, we are joined by Gloria Anderton, a mortgage banker at FEMBi Mortgage.
The Trending Mind: Hello, It's...Your Loan Officer
Aug 26, 2021Dial in to faster calls, conversation starters, compliant standards, and more with Surefire Power Calls.
Marketing Automation Helps Lenders Provide a Better Experience to Veterans
Aug 23, 2021Marketing to Veterans is a productive and fulfilling way to attract the most deserving prospects mortgage originators will ever have the honor of working with.
The Wholesale Mortgage Software You Need to Grow
Aug 23, 2021Wholesale mortgage software should enable wholesale lenders to grow their business, handle B2B communication, and support brokers’ B2C marketing efforts.
The Mortgage Marketing Automation Playbook Part 1: Maximizing Close Rates and Revenue
Aug 16, 2021The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to boosting new revenue.
The Top 5 Questions to Ask During Lead Qualification
Aug 06, 2021Mortgage lead qualification is key to determining if, how and when a lead can become a true prospect and ultimately, a new application.
6 Ways to Implement Customer Marketing in the Mortgage Industry
Aug 06, 2021Customer marketing creates a mortgage business where all borrowers are “current” clients (never past) and the firm practically markets itself.
How to Create a Great Open House Flyer
Aug 03, 2021Open house flyers remain an important tool in the real estate agent and loan officer toolbox. Be sure to include these components.
Inside the Lenders' Studio: Marc Edelstein | Ross Mortgage
Jul 30, 2021In this episode of Inside the Lenders Studio, we are joined by Marc Edelstein, senior loan officer at Ross Mortgage.
The Trending Mind: Back to the Basics
Jul 28, 2021In this episode of The Trending Mind, CRO Nick Belenky discusses how Surefire helps mortgage lenders thrive in every state of the market.
July Executive Chat: Purchase Marketing Inspiration
Jul 27, 2021Surefire's tools help you uncover new lending opportunities, build a lasting rapport with clients and drive engagement across all channels.
Don’t Overlook Mass Text Messaging in a Mortgage CRM
Jul 27, 2021The heartache of time-sensitive emails lost in an inbox or worse — the spam folder — can easily be avoided by opting for mass text messaging.
How Loan Officers Can Build the Best Referral Partner Network
Jul 21, 2021Building a mortgage business on referral partners can be hard, yet it can also be a necessity if you want to have a long and independently prosperous career.
Mortgage Advertising on Social Media: A Quick Guide for Loan Officers
Jul 19, 2021Mortgage advertising rules are everywhere, including social media channels. Here are some mortgage compliance tips for loan officers entering the space.
Mortgage Marketer's Guide to Texting
Jul 16, 2021The Mortgage Professional’s Guide to SMS Texting for Maximum Impact shows how to implement SMS Texting into your mortgage marketing strategy.
The Trending Mind Live | Floify
Jul 15, 2021Hear from Floify CEO and Founder Dave Sims and Top of Mind CEO Bill Hayes discuss how mutual users share milestone data.
4 Ways a Mortgage Lead Management System Can Be Your Best Lead Generation Partner
Jul 12, 2021Mortgage professionals should look to their database in a mortgage lead management system to uncover existing lead opportunities.
How to Become a Successful Loan Officer With Post-Close Marketing
Jul 12, 2021Learn how the Surefire Retention Center builds successful loan officers with post-close marketing gifts and postcards that stand out.
Surefireside Chats: James Polinori | Geneva Financial
Jul 08, 2021In this episode of Surefireside Chats, we are joined by James Polinori, chief marketing officer at Geneva Financial.
Black Knight Completes Top of Mind Acquisition, Adding Robust CRM and Marketing Automation to Integrated Mortgage Technology Ecosystem
Jul 07, 2021Black Knight Completes Top of Mind Acquisition, Adding Robust CRM and Marketing Automation to Integrated Mortgage Technology Ecosystem. Will Help Lender, Originator, Broker and Servicing Clients Further Drive Growth and Increase Customer Retention
Social Media Management Software Must-Haves for Loan Officers
Jul 06, 2021Social media management software frees up time for loan officers and mortgage brokers wanting to expand their reach but don’t have time for regular posts.
How to Keep Your Borrowers Engaged During the Mortgage Pre-Qualification Process
Jul 06, 2021The mortgage pre-qualification process should be very thorough and keep your clients engaged in the process is tantamount to be successful.
The Five Best Features for Mortgage CRMs
Jul 06, 2021The five best features for mortgage CRMs will help you make the right choice when picking which mortgage CRM you should invest in.
Top of Mind CRO Nick Belenky Honored as 2021 HousingWire Marketing Leader
Jul 01, 2021Nick Belenky has been honored as a 2021 HousingWire Rising Star for his leadership that has elevated Top of Mind’s brand and marketing strategy.
June Executive Chat: Elephants in the Room
Jun 24, 2021The Top of Mind team is dedicated to finding best practices for mortgage marketing professionals that yield results from day one.
Zero-Party Data: What Is It, And Why Should Mortgage Marketers Care?
Jun 22, 2021As GDPR and CCPA legislation becomes commonplace and third-party cookie support expires at the end of this year, the data collection landscape is changing quickly. Mortgage marketers are starting to rethink how they capture data to balance the requirements for creating a personalized homebuyer experience with new data privacy requirements.
Marketing in Spanish and Beyond: How Loan Officers Connect With the Hispanic Market
Jun 14, 2021Marketing in Spanish is one way loan officers can connect with the Hispanic market. Here’s why that’s important and how you can begin today.
Functions Mortgage Professionals Need in Their CRM Dashboard
Jun 14, 2021A mortgage CRM dashboard should be rife with all the information today’s loan officer needs at their fingertips all day and every day.
University Federal Credit Union Case Study
Jun 14, 2021University Federal Credit Union uses Surefire's email marketing for credit unions to create a memorable borrower experience.
Are You Sharing Milestones Between Surefire CRM and Your Floify Mortgage POS?
Jun 04, 2021Surefire CRM and Floify work in tandem to deliver more loans that close with rule-based workflows and best-of-breed communications.
5 Ways to Take Loan Officer Landing Pages From Good to Great
Jun 03, 2021Loan officer landing pages must stand out in the digital landscape to capture quality mortgage leads. Here are 5 tips for taking yours from good to great.
The Trending Mind Live | Sales Boomerang
Jun 02, 2021Watch Sales Boomerang and Surefire as they uncover the secrets to retaining clients for life with opportunity alerts.
The Trending Mind Editor's Cut: Sales Boomerang
Jun 02, 2021Sales Boomerang and Surefire help mortgage lenders uncover and win business opportunities with existing customers.
Ryan Minard Honored as 2021 HousingWire Rising Star
Jun 02, 2021Ryan Minard has been honored as a 2021 HousingWire Rising Star for his commitment and effectiveness as a customer success champion.
Social Media Marketing Tools That Help Loan Officers Maximize Their Online Presence
May 28, 2021Use these social media marketing tools to engage with homebuyers and referral partners like a pro.
5 Key Strategies to Attracting First-Time Homebuyers
May 28, 2021Attracting first-time homebuyers will be crucial in the purchase market. Use these strategies to find and win clients for life.
Mortgage Closing Gifts Fill Your Pipeline
May 26, 2021Closing gifts are a kind gesture a lender can give to their customers come post-close to thank them for their business. Choosing the right gift is crucial when building a client for life.
The Trending Mind Live | LendingPad
May 26, 2021In our first episode of The Trending Mind Live, we discuss how the integration of Surefire and LendingPad enhances the loan applicant experience.
The Trending Mind: Make It Personal
May 25, 2021The Surefire Retention Center is solving the problem of notoriously low customer retention rates mortgage lenders have faced for too long.
Surefire Creative | A Standalone Marketing Resource for Mortgage Lenders
May 25, 2021Surefire Creative is now available as a standalone option for mortgage lenders looking to add award-winning content to their business strategy.
The Top 5 Features That Make a Great Interactive Mortgage Calculator
May 21, 2021Interactive mortgage calculators educate buyers and refinance prospects. Great calculators should do more than just math; they should be motivational too.
Direct Mail Enjoys Resurgence in Omnichannel Mortgage Marketing
May 21, 2021Direct mail flyers and postcards for mortgage bankers and brokers are still an effective way of sourcing new and repeat mortgage business.
May Executive Chat: Finding Balance
May 20, 2021The Top of Mind team is dedicated to finding best practices for mortgage marketing professionals that yield results from day one.
The Trending Mind Editor's Cut | LendingPad
May 19, 2021In an industry where the integrated tech stack is crucial, Surefire and LendingPad are bettering the daily lives of loan officers.
Social Media Marketing Posts Loan Officers Can Use to Generate Leads
May 19, 2021Social media marketing posts that generate mortgage leads earn engagement by inviting interaction and starting conversations.
The Complete Guide to Mortgage Landing Pages
May 14, 2021The Complete Guide to Mortgage Landing Pages covers how to turn your landing pages into a lead generation machine.
Winning In A Purchase Market
May 14, 2021As we move closer to a purchase market, marketing will become more critical than ever for loan officers. Here's what you should be doing to prepare.
The Trending Mind: The People Behind the Product
May 13, 2021In the April issue of The Trending Mind, we recap our new Facebook Live series and introduce you to the experts working behind the scenes.
Inside the Lenders Studio: Kristi Piatz | Summit Mortgage
May 13, 2021Hear from Kristi Piatz of Summit Mortgage talk about the adjustments her business made to keep up with the current market.
Mortgage Text Messaging Do’s and Don’ts
May 07, 2021Mortgage 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.
Top of Mind Launches ‘Retention Center’ to Help Loan Originators Foster Customer Loyalty
May 06, 2021Top of Mind announces the Surefire CRM Retention Center to help loan originators foster repeat and referral business.
A Guide to Mortgage Opportunity Notifications
May 05, 2021Mortgage 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: 3 Strategies for Delivering a World-Class Member Experience
Apr 28, 2021Email marketing for credit unions is as easy as set it and forget it with Surefire CRM, the top mortgage CRM software.
April Executive Chat: Turning Loan Officers Into Top Producers
Apr 28, 2021Working 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 Technology
Apr 21, 2021Top of Mind's CPO David Orsini has been recognized as an outstanding mortgage technology leader through the MBA Tech All-Star Award Program.
The Trending Mind: Streamlining Communication
Apr 13, 2021In 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 Strategy
Apr 13, 2021Rick Webster, VP of client strategy at Top of Mind, is welcomed as a resource for clients to achieve better outcomes and meet their goals.
Surefireside Chats: John Owens | SeaTrust Mortgage
Apr 12, 2021In this episode of Surefireside Chats, John Owens, president of SeaTrust Mortgage, shares his advice for professionals in today’s booming mortgage market.
Best Marketing Software Features for Mortgage Brokers
Apr 06, 2021Surefire CRM is the best CRM for small mortgage brokers to cast a long shadow and set themselves apart in a competitive mortgage market.
5 Technology Trends in Mortgage Marketing
Apr 06, 2021Mortgage 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 CRM
Apr 06, 2021The Salesforce and Surefire connection enables real-time bidirectional syncing to automate and expedite the lending process.
DIY Mortgage Social Media Marketing Tools
Apr 02, 2021Don’t feel overwhelmed when choosing mortgage social media marketing tools. Plenty of options make it easy to manage your own program without hiring help.
4 Proven Mortgage Marketing Tips for Loan Officers in 2021
Apr 01, 2021Mortgage marketing takes many forms. One can pursue what most interests them, or what has proven to work time and again, regardless of market conditions.
5 Effective Ways to Use Marketing Automation
Apr 01, 2021Marketing 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 Process
Mar 31, 2021The direct API connection enables real-time sharing of contact records and loan milestones between LendingPad and Surefire CRM,
7 Marketing Strategies to Help Credit Unions Attract New Members and Drive Growth
Mar 29, 2021Marketing strategies for credit unions are just a click away. Lean these 7 strategies that can attract new members and drive growth to credit unions.
Real Estate Report Cards Are Available Through Surefire and MBS Highway Integration
Mar 25, 2021Surefire CRM's integration with MBS Highway positions lenders and their real estate agent partners as market experts with Real Estate Report Cards.
March Executive Chat: Go With the Flow
Mar 25, 2021Mortgage brokers asked, and we listened. In addition to enhancing Surefire's functionality for brokers, we added more training, staff, and support.
How to Use Mortgage Comparison Tools to Grow Your Business
Mar 19, 2021Mortgage comparison tools allow prospective borrowers to compare loan options based on the factors that they should use.
Speed to Lead - Why Being First Can Earn You the Business
Mar 18, 2021It’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 Seconds
Mar 18, 2021Power Video is the best-in-class mortgage marketing video application for lending professionals housed right inside of Surefire CRM.
Mortgage Software Terminology and Acronyms You Should Know
Mar 17, 2021Like 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 Content
Mar 17, 2021Learn how Surefire's library of Spanish-language content for all customer stages helped FEMBi significantly increase market reach.
Inside the Lenders Studio: Andy Zemon | Waterstone Mortgage
Mar 15, 2021Hear from Andy Zemon of Waterstone Mortgage about what it means to truly make an impact as a top-producing loan officer.
5 Marketing Automation Strategies to Help Wholesale Lenders Increase Awareness and Reach
Mar 12, 2021To stay competitive, wholesale lenders and third-party originators (TPO) need to offer differentiation while maintaining communication with clients.
Embracing Marketing Automation to Drive Speed and Engagement for Consumer Direct Lenders
Mar 11, 2021Consumer 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 Officers
Mar 11, 2021The 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 Borrowers
Mar 08, 2021Omnichannel marketing works extremely well when it is deployed inside a mortgage-centered marketing CRM like Surefire.
6 Digital Content Tips for More Effective Financial Services Marketing
Mar 08, 2021Financial services marketing is best when it fully embraces digital channels, where many standard rules still apply. Make yours great with these six tips.
Can Loan Comparison Calculators Help Borrowers Find the Right Loan?
Mar 04, 2021Mortgage 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 Technology
Mar 03, 2021Top of Mind is recognized as one of the most innovative technology companies serving the mortgage and real estate industries.
6 Mortgage Marketing Tips to Help Your Business Soar
Mar 02, 2021It's time to take your mortgage marketing strategy up a notch. Use these mortgage marketing tips to make your business soar.
3 Ways Mortgage Marketing Content Can Set You Apart
Mar 02, 2021Mortgage marketing content on interest rates will garner leads, but at a higher cost to your margins. Using the right content can change that.
Surefireside Chats: Ian Nixon, Essex Mortgage
Feb 26, 2021In this episode of Surefireside Chats, hear from top mortgage marketing leader, Ian Nixon of Essex Mortgage.
Mortgage Refinance Data Poll
Feb 26, 2021Mortgage marketing tech supported record-setting refi volumes in 2020. Here's how mortgage CRMs can handle projected record purchase volumes in 2021.
Turbocharge Salesforce Through Surefire Integration
Feb 25, 2021Surefire's public API enables bi-directional syncing with Salesforce (and your other mortgage systems) in real-time to expedite the lending process.
February Executive Chat: Surefire and Salesforce
Feb 25, 2021At Top of Mind, we’re team players who celebrate tech diversity. Get the best of both worlds with Surefire and Salesforce.
Help Your Borrowers Find the Right Loan with Mortgage Calculators
Feb 19, 2021The right mortgage calculators can help borrowers identify the best mortgage program and the one that's most financially beneficial to their overall needs.
Top of Mind Elevates Nick Belenky to Chief Revenue Officer
Feb 16, 2021Nick Belenky will lead Top of Mind’s marketing, sales and customer experience teams as chief revenue officer.
Mortgage Compliance: What You Need to Know
Feb 12, 2021Here'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.
5 Reasons a Closing Gift Can Leave a Lasting Impression
Feb 12, 2021A 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 Process
Feb 11, 2021Surefire and Blend help LOs close more loans with prefilled loan applications and alerts of in-process applications.
Tools to Help Increase Mortgage Lead Generation
Feb 06, 2021Looking for mortgage lead generation tools? Look in your own database! Here are 5 ways to mine leads from the customer lists you already have.
How to Become a Mortgage Broker
Feb 06, 2021Becoming a mortgage broker can be a big step up for established mortgage loan originators or a first step into the industry for outsiders.
January Executive Chat: Mortgage Marketing University
Jan 29, 2021Expand your professional skills, generate more leads, close more deals and delight your customers with our free online training.
How Banks and Credit Unions Are Finding Success With Marketing Automation
Jan 29, 2021When banks and credit unions automate marketing for their businesses, they discover more deals while ensuring compliant and on-brand communications.
3 Tips to Help Retail Mortgage Lenders Increase Inbound Leads
Jan 28, 2021To 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 Businesses
Jan 27, 2021Mortgage Marketing University is a free, online resource we're offering to get your 2021 started on the right foot. Enroll today!
Surefireside Chats: Wes Schueneman, SecurityNational Mortgage Company
Jan 25, 2021Hear from top mortgage marketing leader, Wes Schueneman of SecurityNational Mortgage Company.
Understanding the Difference: Wholesale vs. Retail Lenders
Jan 21, 2021When 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 Abilities
Jan 21, 2021Grow your business and your career with Mortgage Marketing University, Top of Mind's free online training.
5 Things to Consider When Working with a Consumer Direct Lender
Jan 21, 2021A high-performing consumer direct lender invests in technology and borrower retention with Surefire, the top mortgage CRM.
How to Become a Mortgage Loan Officer
Jan 18, 2021Becoming 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.
Mortgage Marketing Trends: Mortgage Memes
Jan 18, 2021Memes 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 Platform
Jan 12, 2021Top of Mind reflects on a stellar 2020 and enthusiastically anticipates a promising 2021.
The Importance of an Integrated Product Pricing Engine
Jan 08, 2021A Mortgage Product Pricing Engine is imperative if you want to succeed in today's extremely competitive and fast-paced lending world.
5 Step Guide to Better Mortgage Marketing Results in 2021
Jan 06, 2021As the mortgage industry shifts back to a purchase market, loan officers can maximize their 2021 outreach with these five marketing steps to Realtors.
Wish Your Loan Officers Could Handle More Volume? Take Marketing Off Their Plates
Jan 04, 2021Centralize your marketing using Surefire CRM's admin-driven mortgage marketing model.
Boost Your Automation Through Integration
Dec 28, 2020Integrating your POS, LOS, and PPE systems with your mortgage CRM is a crucial step in increasing your ROI.
December Executive Chat: Surefire Summit 2020
Dec 23, 2020For the first time ever, we have made educational content from our Surefire Summit available industry-wide, on-demand.
Community Lenders See Clients Return Again (and Again and Again) with Top of Mind
Dec 23, 2020Our Client for Life Workflow has helped Buford Finance and Mortgage pull in nearly $43 million in additional volume from repeat business.
The Blueprints for Success Series
Dec 21, 2020Maximize 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.
Surefireside Chat: Ian Klein, US Mortgage
Dec 21, 2020Hear 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 Customers
Dec 16, 2020Integration of Surefire’s powerful marketing automation with intelligent alerts from Sales Boomerang enables a 30% lift in loan volume.
3 Reasons to Use Facebook Ads for Leads
Dec 16, 2020Finding mortgage leads that convert to borrowers isn't easy. Facebook ads help loan officers capture the leads they need efficiently and effectively.
Inside the Lenders Studio: Mark Milam, Highland Mortgage
Dec 15, 2020Hear from top-producing lender Mark Milam of Highland Mortgage.
How Mortgage Marketing Postcards Can Help Your Business
Dec 07, 2020Sending mortgage marketing postcards via the postal service may seem antiquated to many; however, that’s exactly why you should be sending them.
November Executive Chat: There’s Nothing Quite Like Having an Expert in Your Corner
Dec 03, 2020After almost 18 years of serving mortgage professionals, Surefire has gone where no other CRM has gone before.
Tools and Tactics to Help You Get Quality Mortgage Leads
Dec 01, 2020Quality 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.
The Trending Mind: Experience Matters
Nov 24, 2020We’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.
Social Media Marketing Guide
Nov 24, 2020Building your social media brand may be easier than you expect when you use a purpose-built mortgage CRM like Surefire.
How Will Mortgage Compliance Impact Your Business in 2021?
Nov 20, 2020While all mortgage compliance is important, some rules command more attention at different times. Here are a few compliance leaders to watch in 2021.
Does Your CRM Add to the Experience of Working With Your Company?
Nov 17, 2020Invest in a mortgage CRM that marries great technology and great content to see why experience matters.
Tips for Successful Mortgage Email Campaigns in 2021
Nov 13, 2020Successful 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.
Why Do Top Experts Use Mortgage Marketing Automation?
Nov 13, 2020Highly successful loan officers often have different styles, yet one thing is typically common amongst them – they employ mortgage marketing automation.
Surefireside Chat: Kim Bratic, Alcova Mortgage
Nov 12, 2020Hear from the industry's top marketing leaders as they raise the bar one campaign at a time.
When Evaluating Mortgage CRMs, Experience Matters
Nov 11, 2020When we ask our mortgage lender customers why they continue to prefer Surefire CRM, here’s what they tell us.
3 Reasons Why New Buyers Prefer SMS Mortgage Marketing
Nov 09, 2020Smartphones are virtually ubiquitous. Using SMS mortgage marketing to reach your prospects can position you to communicate readily via their oft preferred method.
6 Tips for Mortgage Closing Gifts That Earn Return Business
Nov 06, 2020The 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 Process
Nov 03, 2020Surefire CRM and Floify work to deliver more loans that close with rule-based workflows and best-of-breed communications.
The Trending Mind: Creative Content
Oct 30, 2020Lenders are feeling betrayed by full-service marketing platforms that show up totally empty.
Convert Past Customers to Lifetime Clients with Creative Content
Oct 29, 2020Your borrowers will become clients for life with Surefire's creative marketing content.
3 Things to Include in Your Next Mortgage Marketing Video
Oct 23, 2020Many 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.
The Best Ways to Handle Your Mortgage Contact Management
Oct 23, 2020Your partners, clients, leads, prospects, etc., are the life-blood of your business. Keep their info at your fingertips with mortgage contact management.
October Executive Chat: All Marketing Content Is Not Created Equal
Oct 23, 2020Educate and delight consumers with Surefire's award-winning creative content library.
5 Marketing Ideas for Loan Officers and Mortgage Brokers
Oct 19, 2020Hearing 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.
What Is the Difference Between Mortgage CRM and LOS Software?
Oct 19, 2020A 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.
How Creative Content Keeps Borrowers Engaged During a High-Volume Year
Oct 16, 2020Get your loan applicants to the finish line with Surefire creative content.
Supercharge Your Outbound Marketing with MBS Highway
Oct 13, 2020As 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 Customers
Oct 12, 2020Learn how Surefire's 'Client for Life' Workflow helped InterLinc achieve their client retention goals.
11 Great Social Media Marketing Examples for Mortgage Loan Officers
Oct 09, 2020Mortgage 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 2020
Oct 07, 2020Surefire's Power Messaging takes VIP Mortgage's marketing from zero to hero.
How to Create a Mortgage Marketing Newsletter that Converts
Oct 06, 2020Creating 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?
Top of Mind’s Surefire CRM Among Top Finishers in 2020 Digital Mortgage Demo Competition
Oct 05, 2020Surefire by Top of Mind earned a second runner up spot at the 2020 Digital Mortgage Conference.
VIP Mortgage Wins Over LOs with SurefireCRM’s Administrator-Led Marketing Campaigns
Sep 21, 2020Learn how VIP Mortgage turned their marketing department around using SurefireCRM.
With Mortgage CRM, Know When to Automate — and When to Apply a Human Touch
Sep 09, 2020Embrace 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 Awards
Sep 08, 2020Top 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, 2020The FHFA has announced it will delay the “adverse market conditions” fee on refinance transactions until December 1st.
CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity
Aug 27, 2020CardTapp, 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, 2020For Top of Mind, keeping clients for life means keeping in touch. It sounds simple, but it isn’t easy.
The Three Biggest Factors Standing Between You and Lifelong Customers
Aug 21, 2020The key to cultivating lifelong clients is keeping in touch. As straightforward as that sounds, there are lots of factors involved.
Free Webinar- Secrets of the 6 Figure Originator: Mastering Repeat & Referral Business
Aug 20, 2020Join and learn how Surefire's set and forget technology can be your secret weapon to maximize repeat and referral business.
5 Costly Myths Even Smart Mortgage Executives Believe About Direct Mail — Debunked
Aug 20, 2020Independent research explains why direct mail deserves a place in your marketing mix.
The Trending Mind: Creating Clients for Life
Aug 14, 2020With historically low interest rates and millions of refis pouring in, lenders need a little nudge in to keep investing in their future success.
How to Create a Mortgage Marketing Plan That Will Convert
Aug 12, 2020Having a mortgage marketing plan is critical, but it shouldn’t be deployed occasionally. It should be an ongoing part of your everyday business.
Presidential Bank Mortgage supercharges 30 years of customer contacts with SurefireCRM
Aug 07, 2020Learn how Presidential Bank Mortgage supercharged 30 years of customer contacts with Surefire.
7 Must-Have CRM Compliance Features for Mortgage Marketing
Aug 05, 2020The right industry-specific CRM platform will make compliance in mortgage marketing easy. Here are 7 features compliance officers need in a mortgage CRM.
Surefire CRM by Top of Mind Networks Named Product of the Year by BIG
Aug 05, 2020Top 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)
The Trending Mind: Connectivity is Key
Jul 30, 2020Dealing 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.
July Executive Chat: When it rains, it pours.
Jul 30, 2020With record-low interest rates, our customers continue to report that sales pipelines are filling faster than they can be emptied.
A Summer Well-Spent: National Intern Day Spotlight
Jul 30, 2020Happy 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.
9 Unique Mortgage Marketing Campaign Ideas
Jul 30, 2020Create effective mortgage marketing campaigns by tailoring messages for your target audience and processes. Get started with 9 mortgage marketing ideas.
6 Ways Mortgage Marketing Automation Will Help Your Business
Jul 30, 2020Mortgage bankers and brokers that use mortgage marketing automation tools can manage and grow their business exponentially.
TCPA: A Text Messaging Compliance Guide for Mortgage Industry Leaders
Jul 29, 2020Smart salespeople will always find a way to be where their consumers are. Today that means being able to communicate by text message.
How Mortgage Pipeline Software Can Help Grow Your Business
Jul 29, 2020Today’s mortgage pipeline software is far more advanced than ever and easily trumps even tried and true manual systems of years gone by.
5 Reasons to Not Use Spreadsheets for Your Loan Origination Pipeline
Jul 28, 2020There are far better ways to effectively and efficiently manage your business using mortgage pipeline management software.
Surefire and MobilityRE Fuel Mortgage Loan Officer and Real Estate Agent Collaboration
Jul 28, 2020Experience game-changing real estate market intelligence, collaboration and analytics tools from MobilityRE to SurefireCRM.
How important is digital marketing content in your mortgage software?
Jul 28, 2020Digital mortgage software linked with powerful mortgage content from an industry leading provider helps loan originators work smarter and faster.
How a Mortgage CRM Helps with Social Media Marketing
Jul 26, 2020Busy 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 Business
Jul 21, 2020SurefireCRM has added two-way data sync to its integration with digital mortgage app SimpleNexus.
Mortgage Marketing Tools Every Loan Officer Needs Today
Jul 21, 2020Much has changed in the world of mortgage marketing tools. Digital mortgage software and mortgage CRM systems make marketing more efficient than ever before.
Open House Intelligence Converts Attendees to Customers for Life
Jul 17, 2020The 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.
7 Elements that All Mortgage Marketing Postcards Should Have
Jul 15, 2020Designing the perfect mortgage marketing postcard can be challenging. In order to make sure your campaign is successful, make sure you have these 7 elements.
How to Pick the Right Mortgage Email Marketing Software
Jul 08, 2020Mortgage email marketing goes well beyond typical concerns about improving open rates. Mortgage marketers must think about compliance, the mortgage process, cobranding and more.
3 Ways to Measure the Success of Your Mortgage Email Marketing
Jul 02, 2020Look 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.
Cure These Productivity Pain Points With Mortgage Marketing Automation Tools
Jul 01, 2020As mortgage companies grow, their marketing teams increasingly rely on automation tools to centralize the management of marketing efforts and ensure brand consistency.
June Executive Chat: Don’t Solve the “Do More With Less” Equation on Your Own
Jun 24, 2020You 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.
Close More Loans Faster with 4 Must-Have Marketing Automation Workflows
Jun 19, 2020As 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 Competition
Jun 17, 2020ATLANTA, 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 CRM
Jun 10, 2020A 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.
Top of Mind Lead Project Manager Maggie Mae Named 2020 HousingWire Rising Stars Award Honoree
Jun 10, 2020With 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
May 28, 2020CRMs 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 Officers
May 28, 2020SurefireCRM helps TexasLending.com build relationships with thousands of Lone Star Residents.
Free Flyer 3-Pack: The Fed and Mortgage Rates
May 28, 2020When 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.
Compelling, Creative Marketing Drives Business
May 26, 2020Content 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 Customers
May 12, 2020ATLANTA, 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 Customers
May 05, 2020Surefire'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.
Power Messaging Gives Loan Originators Text Messaging Capabilities
Apr 01, 2020ATLANTA, 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.
Top of Mind Wins 4 AVA Digital Awards for Creative Content
Mar 24, 2020ATLANTA, 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.
Lenders One Announces Member, Preferred Provider and Capital Markets Grow at Its March Summit
Mar 02, 2020AVENTURA, 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 Finds
Feb 04, 2020ATLANTA, 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
Are Your Vendors CCPA-Ready?
Jan 26, 2020Effective 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 Time
Jan 21, 2020ATLANTA, 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
Top of Mind Expands Mortgage Compliance Solutions with CCPA Readiness Ahead of January 1 Deadline
Dec 30, 2019ATLANTA, 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).
Surefire by Top of Mind Networks Once Again Ranked as Number One Mortgage CRM System
Aug 14, 2019ATLANTA— (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
Top of Mind Networks Adds BombBomb Integration to Surefire CRM
Jun 19, 2019ATLANTA— (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.
Top of Mind Networks Announces New Cleveland Office
May 21, 2019ATLANTA— (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
Surefire by Top of Mind Networks Ranked Number One Mortgage CRM System in Recent Technology Study
Apr 17, 2019ATLANTA— (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
Top of Mind Networks Names Alberga, Enright and Leiter to Leadership Team
Feb 15, 2019ATLANTA— (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.
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