Surefire CRM Integration Partner


Benefits of Using SimpleNexus and Surefire Together

The SimpleNexus partnership facilitates an unparalleled client experience by being within reach anytime, and anywhere through a mobile interface.

Connecting Surefire and SimpleNexus, creates a measurable return on investment by reducing turn times, guiding borrowers through each stage of the homebuying process, increasing loan application submissions, nurturing new prospect relationships, and converting more leads into loans.

Every agent, attorney, CPA, Financial Planner or builder, added to SimpleNexus is automatically synced as a referral contact in Surefire. This feature enables a seamless process by which to communicate effectively with all your referral partners.

Key Features

  • Contact records are established in Surefire when a borrower or a referral partner downloads the LO’s SimpleNexus app to their phone. This enables Surefire’s powerful rule-based workflows to immediately engage in real-time. Timely, effective, and relevant content is then pushed to the contact from the start.
  • In addition, a bi-directional sync agent pulls your contact list from Surefire and updates it in SimpleNexus automatically.


SimpleNexus is the digital mortgage platform that enables lenders to originate and process loans from anywhere. The company’s best-in-class, easy-to-use app connects loan officers to their borrowers and real estate agents to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing, send pre-approvals and sign disclosures — all on the go.

Contact Details
Founded in 2010
Located in Lehi, UT


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