Benefits of Using Mortgage Coach and Surefire Together
This connection is unlike other CRM/MC integrations. SF has a beautiful UI devoted to the creation of a MC Total Cost Analysis, allowing the user to send the completed report immediately via text to their contact.
This unique experience allows the user to mine the database for opportunities, create personalized TCA’s and deliver them without leaving the SF dashboard. This creates speed and efficiency as well as tracks the creation and delivery in one place.
Those clients that have MC and SF can benefit from a seamless connected experience by way of an API key. There is no additional work on the client’s behalf that is necessary.
- Create real time TCA for every borrower
- Add custom LO Videos
- Send via Text Message for quick and easy access to an illustrated comparison of loan options
- Enhanced UI connection