Surefire CRM allows mortgage professionals and their real estate partners to grow their business by moving beyond the typical single listing site or open house flyer. Featuring award-winning content from Surefire Creative, eye-catching flyer templates are built into Surefire CRM single property sites. That means the real estate agent, the loan officer and any consumers viewing the site can download, share and print an open house flyer for that listing.
Access to MLS listings allows Surefire users and their real estate partners to import data and images straight from a property listing into an independent, co-branded website for that property. Single property sites and flyers will be generated using the most accurate and up-to-date listing data available.
Auto generated using the same listing information as the single property site, Surefire CRM open house flyers also feature real estate agent and loan officer branding, as well as four customizable loan scenarios for borrowers to compare.
For example, when creating a flyer for a listing in a city with a large veteran population like Virginia Beach or San Diego, veterans would hope to see a VA loan comparison. Alternatively, when advertising a property in a rural area, lenders may want to show how a USDA loan would compare to conventional loan offerings. With Surefire CRM’s auto-generated open house flyers, users can adjust within the loan comparison section in mere seconds.
Manually building this information into a flyer would be incredibly time-consuming for loan officers, as they would have to update the flyer to curate loan comparisons for different audiences and make changes as interest rates fluctuate.
In a sellers’ market, home sellers generally ask their agent to present only offers from people who have applied for a loan and have been pre-qualified. By automatically reaching out to open house visitors who checked in with their contact information via the single property website, Open House Intelligence helps lenders compress the time it takes to get prospects to the mortgage qualification stage.
Open House Intelligence also eliminates obstacles associated with paper sign-in sheets, such as illegible handwriting, time-consuming and error-prone data entry and lost sign-in sheets. Data from Open House Intelligence transfers directly into Surefire CRM, so marketing campaigns can be triggered instantly once a prospect’s contact information is captured.
Integrating Surefire CRM with Optimal Blue’s robust product and pricing engine (PPE) enables Surefire CRM users to retrieve real-time rates and loan programs directly from Optimal Blue for use on single listing websites, open house flyers and more. Surefire CRM’s plug-and-play integration with Optimal Blue lets loan officers generate informative mortgage marketing assets with minimal effort. Activating the integration only takes a few clicks, so lenders can begin enjoying its benefits almost instantly.
Thanks to a seamless API connection, the two systems interact flawlessly. At the same time, a state-of-the-art user interface supports the custom configuration of Optimal Blue pricing scenarios within the Surefire CRM dashboard. Optimal Blue uses real, up-to-date data to populate accurate interest rate information in Surefire’s loan comparisons. By incorporating lender- and property-specific data, Optimal Blue ensures the interest rates shown on a single property site or flyer are as accurate as possible.
No matter the type of loan products lenders want to advertise in a Surefire CRM single listing site or flyer, integrating with Optimal Blue will provide pricing information that is helpful and precise. Plus, by doing the hard work of researching loan pricing scenarios on a prospects’ behalf, Surefire CRM and Optimal Blue let homebuyers see which loan products they can afford and what their monthly payment could look like, bringing them one step closer to making a buying decision.