Surefire CRM Integration Partner


Benefits of Using Blend and Surefire Together

The partnership between Blend and Surefire CRM unifies systems of record and best-in-class services to deliver seamless experiences for both lenders and their customers.

The Surefire and Blend combo is an enhancement to an LO’s toolkit. LOs can receive data from Blend as costumers complete their loan applications and send automated, targeted messaging as appropriate, even if the customer stalls.

This integration enables lenders to improve marketing ROI by enhancing the mortgage application process with an app that’s already designed for conversion. Blend events trigger communication to borrowers and the LO at the best frequency to deliver timely updates and additional opportunities to promote app-to-funding turn times.

Key Features

  • Capture higher quality applications by guiding the borrower through best-of-breed rule-based workflows to help deliver loans that close.
  • Receive in-process updates on a borrowers’ application progress so it’s easy to supplement automated communication with personal interaction when needed.
  • Streamline processes for all stakeholders including borrowers, loan teams, and real estate agents, all on one platform.


Blend helps lenders streamline the customer journey for any banking product from application to close. Its Digital Lending Platform is used by Wells Fargo, U.S. Bank, and over 250 other leading financial institutions to acquire more customers, increase productivity, and deepen customer relationships. 

The company enables customers to process more than $3.5 billion in mortgages and consumer loans per day, helping millions of consumers get into homes and gain access to the capital they need to lead better lives.

Contact Details
Founded in 2012
Located in San Francisco, 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