Benefits of Using Mortech and Surefire Together
Integrating Mortech’s PPE (product & pricing engine) within Surefire CRM enables all Surefire seats to retrieve live mortgage rates and loan programs from Mortech’s PPE directly within the Surefire platform. The Surefire and Mortech integration enhances every loan officer’s toolkit by increasing the efficiency in sharing rate information with borrowers.
Mutual Surefire and Mortech PPE users can share live mortgage rate & loan program information with borrowers on single property listing websites, open house flyers, rate alerts, calculators, and more. Loan officers can quickly create these assets in Surefire CRM and share them with referral partners and individual borrowers.
Mutual clients leveraging this integration can benefit from a seamless and connected experience using an API. There is no additional work necessary on the client’s behalf.
- Seamless connection (API) in Surefire dashboard; plug and play in just a few clicks.
- Sophisticated and intuitive user interface allows configuration of Mortech’s PPE platform within Surefire and accommodates your custom fields
- Choice and control of your pricing scenarios
- Quickly see loan programs available to the borrower