Benefits of Using BeSmartee and Surefire Together
The partnership between BeSmartee and Surefire CRM enables real-time sharing of contact records and application milestones between BeSmartee and Surefire, which in turn allows lenders to automate the delivery of personalized communication that enhances the loan applicant experience.
Originators who use BeSmartee as their POS can use Surefire to automatically “nudge” applicants along the application process with interactive content to keep deals moving forward.
- When a borrower is added to the Besmartee Point-of-Sale (POS) platform, contact data is shared over to Surefire CRM.
- As the borrower progresses through the application, milestone information is shared to Surefire CRM unlocking the marketing automation and content.
- Surefire’s powerful rule-based workflows will immediately engage in real-time when an update is made in the Besmartee Mortgage POS.