Top of Mind Selected for HousingWire’s 2021 Tech100 List of Most Innovative Companies in Mortgage Technology
Mar 03, 2021Top of Mind is recognized as one of the most innovative technology companies serving the mortgage and real estate industries.
Is your chosen method for managing your pipeline increasing your ROI every year or is it falling flat? No matter the system you use, at its core it should ensure that you are closing loans no matter the market cycle.
Managing the mortgage pipeline can be daunting as a loan officer. With so many prospects in different stages, it can be hard to perform the necessary steps and simultaneously educate the borrower to keep them on track. To make matters worse, loan officers are often looking for mortgage pipeline management software but instead settle for a mortgage pipeline spreadsheet! This can be understandable as the format is familiar and can be easily sorted.
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Spreadsheets are familiar, but not very efficient. They do not integrate to the loan officer’s Loan Origination System (LOS). A modern mortgage CRM like Surefire takes that step and can therefore track key milestones automatically and provide mortgage marketing materials that help the borrower complete the loan process. The real value to mortgage pipeline management to the originator is a higher rate of closed loans as well as educating the borrower and creating a higher likelihood of repeat and referral business. This is achievable with the built in award winning creative content from Surefire CRM.
Look like a star and keep your client informed in an entertaining and memorable manner with in-process dynamic video campaigns. Clients receive a dynamic and customized video email as they move through the loan process. Brand with yourself, or add your agent partners (both buying and selling agents). Completely automate when you synchronize with your LOS software. Your mortgage pipeline will be served from application to close. And if borrowers do not qualify for a loan today, the same technology can educate them through a credit repair process, adding them back to the mortgage pipeline once complete.
Mortgage loan pipeline management does not need to be complex, however. Surefire has a tool that will feel familiar, functions simply, but is much more powerful than a spreadsheet. The power comes from a live connection with the LOS. The ease of use comes from My Views, a time-saving mortgage pipeline software tool for mortgage pipeline management. It navigates like a spreadsheet, but saves loan officers from exporting, double data entry, missed milestones, and more.
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Individual loan officers can harness the power of Surefire to perform like a large enterprise while maintaining the personal touch their clients appreciate. Like an extra employee, Surefire CRM will gather leads, nurture them, help you close more loans and earn more repeat and referral business. Open and solidify referral relationships by truly standing out to real estate agents with professional property sites, co-marketing materials and more.
Larger organizations with multiple team members will benefit from the organizational structure of Surefire as you’ll be able to assign users to branches and centralize your marketing and communication from one system. Plus, you can easily deploy award-winning marketing messaging on behalf of your LO team members without them needing to lift a finger.
Larger enterprise organizations benefit from key integrations to their technology stack, including their LOS, POS, and more. This seamless integration gives them a leg up against the competition. The system structure also makes it easy to manage branding throughout the organizational hierarchy. Plus, improve hiring and retention by offering LOs easy-to-use tools that will want them to stay part of your winning team.
Top of Mind is recognized as one of the most innovative technology companies serving the mortgage and real estate industries.
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Mortgage marketing centered on interest rates will garner leads, but usually at a higher cost to your margins. Using the right content can change that.