Turbocharge Salesforce Through Surefire Integration
Feb 25, 2021Surefire's public API enables bi-directional syncing with Salesforce (and your other mortgage systems) in real-time to expedite the lending process.
by focus
The Right Solution for Every Role
When it comes to selecting a new technology solution, every business role has their own requirements. Which is why Top of Mind has designed Surefire CRM to provide the tools and functionality needed for different roles across the mortgage organization.
Marketing Solutions
Marketers love Surefire. They gain access to hundreds of existing templates for email, social media, flyers and postcards. They can send campaigns from marketing or on behalf of the entire sales team. And, of course, they can design their own campaigns, templates and landing pages.
Sales Solutions
Sales teams and individual sales users can manage their entire contact database from Surefire. From inbound lead to loan close, they’ll have total insight into their customer lifecycle. When it comes to their agent partners, they can use Surefire to create RESPA-compliant, co-branded materials, including single property sites and open house flyers.
Executive Solutions
Mortgage leadership teams gain top-level visibility into team activity and company KPIs through Surefire reporting tools. Larger organizations with several sub-brands will also be able to easily manage and administer multiple divisions to ensure consistent branding and reporting.
Compliance Solutions
Compliance teams can sleep soundly knowing that with the click of a button they can pull an audit report of all of the company’s marketing activities. And the organizational logic Surefire employs guarantees that the marketing of each division, location and loan officers contains the necessary disclosures and legal statements.
Technology Solutions
Integrate with your current tech stack for a seamless data flow. With everything stored in one place and updated in real-time, your company will run more accurately and efficiently.
TEAM SOLUTIONS
Solutions by Team Size
See why Surefire CRM is trusted by mortgage professionals ranging from small broker teams to credit unions to large independent mortgage bankers.
Individual
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.
Focused Team
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.
Enterprise Team
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.
February Executive Chat: Surefire and Salesforce
Feb 25, 2021At Top of Mind, we’re team players who celebrate tech diversity. Get the best of both worlds with Surefire and Salesforce.
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