Surefire CRM Integration Partner


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.

Key Features

  • 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.


Leading fintech firm, BeSmartee, disrupts the financial services industry with its award-winning, web-based digital mortgage platforms for banks, credit unions and non-bank lending institutions.

BeSmartee delivers a complete digital mortgage experience that goes deeper into the origination process to help lenders close more loans, faster. With BeSmartee, the once-cumbersome mortgage process is now easy, fast and transparent for both lenders and consumers.

Contact Details
Founded in 2006
Located in Huntington Beach, CA

Facebook Instagram Twitter LinkedIn


Companion Ebook

Get instant access to tried-and-true mortgage marketing strategies and guides. 


Take The Quiz

Ready to graduate from Mortgage Marketing University as a mortgage marketing pro? Put your knowledge to the test and take the assessment.


Request a Demo

You have what it takes to be a top mortgage lender. We have what it takes to get you there. See why Surefire is the preferred mortgage marketing tool.

Pin It on Pinterest

Share This