Surefire CRM

The #1 Most-Used CRM in the Industry

You'll pull away from the competition when you enable Surefire CRM in your business.

Welcome to the #1 Most-Used Mortgage CRM

From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage lenders and mortgage loan officers win new business, earn repeat business and gain referral business with intuitive, “set it and forget it” workflows and award-winning content that inspires emotional connections with customers.

Mortgage Marketers and Loan Officers Love Surefire

Surefire CRM is designed to amplify Marketing efforts and empower mortgage marketers to deliver borrowers to Loan Officers again and again. And for that reason, Loan Officers love Surefire.

Capterra Reviews

Enterprise Lenders Win with Surefire

At its core, Surefire was built for the Enterprise with support for complex organizations, evolving compliance pressure, and the constant tech stack pressure to connect to key systems.

Surefire Features

Surefire CRM is designed to amplify Marketing efforts and empower mortgage marketers to deliver borrowers to Loan Officers again and again. And for that reason, Loan Officers love Surefire.

Marketing
  • Award winning creative library 1,000+ pieces
  • Multi-channel Marketing Automation
  • Text Message Marketing
  • Lead Generation Forms
  • In-Process Video
  • Interactive Calculators
  • On-Demand Print Services
  • Closing Gifts
Sales
  • Opportunity Alerts
  • Outbound Calling with Power Calls
  • Single Property Sites
  • Referral Partner Workflows and Portal
Tech Stack
  • LOS Integration to all major providers (Encompass, Calyx, LendingQB, OpenClose, etc.)
  • POS Integrations to all major providers (SimpleNexus, Blend, Floify, etc.)
  • Pricing Engine including Optimal Blue
  • Sales Tools
  • Social Media
  • Zapier
  • Open API
Compliance
  • Full content compliance management system
  • RESPA, TCPA, CCPA ready
  • Audit ready reporting
  • Audit assistance services

Plans

Call us to schedule a demo and we can discuss which plan best fits your needs.
Volume discounts available for all plans.

Individual solutions

Our users love Surefire, but don’t take our word for it

“We love the videos. It’s a hit. Agents love it. Clients love it. We’ve gotten referrals out of it.”

Scott Asaro
|
Point Mortgage

Focused team solutions

Our users love Surefire, but don’t take our word for it

“My Realtors have been finding [Surefire content] something to look forward to on a weekly basis.”

Maxine Yokota
|
Loan Officer

Enterprise solutions

Individuals and Teams love Surefire, but don’t take our word for it

“When Surefire content is hitting people throughout the process … the client just thinks it’s the greatest thing in the world.”

Kent Kopen
|
United American Mortgage Corp.

Partners

We work with many partners to help you simplify processes and avoid unnecessary costs. Also, open APIs are included in your subscription and open to developers.

Ask for our full partner list.

  • Mortgage Coach
  • Optimal Blue
  • Sales Boomerang
  • Simple Nexus
  • Floify
  • Mobility RE
  • cardtapp
SIGN UP FOR ALERTS

Sign Up for Free Daily Lock Float Email Alerts

Get rate alerts & analysis from market
experts sent to your inbox every weekday.

GET STARTED TODAY

Give Surefire a Try!

The best way to find out what we offer is
to try it out yourself. We're confident that
you'll like what you see.

Pin It on Pinterest

Share This