Outbound phone calls have re-emerged as a powerful marketing tool that’s one of the most effective ways to convert warm referrals and move borrowers through the loan process faster. The question is, how do you fit more calls into a day that’s already jam-packed? And how do you justify taking that time by ensuring every call is as effective as it can be?
Welcome to
Surefire Summit 2020
Supercharge Your Outbound Marketing
Audience: All Attendees
Presenters:
Nick Belenky, Top of Mind Networks
Barry Habib, MBS Highway
Turn Drive-By Traffic into Inbound Leads that Convert
Audience: All Attendees
Presenters:
Nick Belenky, Top of Mind Networks
Zac Scalzi, Floify
Discover the power of establishing a closed-loop integration between your website, POS and SurefireCRM. Convert drive-by traffic into true inbound leads, then let Surefire automatically nurture those leads from application to funding to post-close. This session proudly features special guest Zac Scalzi of Floify, but attendees will benefit no matter what POS they use.
The Trending Mind
The most experienced mortgage marketing team in the biz helps you turn your mortgage CRM into a revenue center. Catch up on industry news and insights and discover what they mean for your marketing strategy. Learn best practices from peers with our popular ‘Surefireside Chats’ and ‘Inside the Lenders Studio’ segments, featuring top-producing loan originators and marketing pros from across the mortgage industry. New content every month brought to you by Top of Mind Networks, maker of Surefire, the mortgage industry’s #1 CRM and marketing automation platform.
The Trending Mind: Experience Matters
With mortgage rates continually plunging to new lows, refi business has roared all year — but it won’t last forever, as the pool of borrowers that could save money by refinancing will eventually dry up. To future-proof their business pipelines, loan originators need to build strong purchase loan referral partnerships now.
The Trending Mind: Creative Content
With mortgage rates continually plunging to new lows, refi business has roared all year — but it won’t last forever, as the pool of borrowers that could save money by refinancing will eventually dry up. To future-proof their pipelines, loan originators need to build strong purchase loan referral partnerships now.
Between Two Executives
Audience: Executive
Presenters:
Bill Hayes, Top of Mind Networks
Nick Belenky, Top of Mind Networks
Meet some of the leadership of Top of Mind in a lighthearted review of the key feature releases for Surefire CRM in 2020 and coverage of how Top of Mind as a business is working in this new environment to serve its valued customers.
Executives on Zoom Getting Coffee
Audience: Executive
Presenters:
Bill Hayes, Top of Mind Networks
Nick Belenky, Top of Mind Networks
Take a virtual ride with Bill and Nick through this year’s turbulent news feed through the lens of a mortgage lender. Share some laughs as they cover high level marketing strategies that align and respond to key events in 2020.
Deciphering the Alphabet Soup of Compliant Mortgage Marketing
Audience: Compliance, Executive
Presenter:
David Orsini, Top of Mind Networks
With new compliance rules emerging at every turn, it can be difficult to discern where the line is and how to avoid crossing it. In this session, we provide an overview of CCPA, TCPA and RESPA and outline the internal and external processes mortgage lenders should review to ensure they remain compliant. Attendees will also receive guidance on how to navigate the Surefire to meet compliance needs.
Secrets of the 6-Figure Originator: Mastering Repeat and Referral Business
Audience: Admin
Presenter:
Maggie Mae, Top of Mind Networks
In today’s hyper-connected, instant-everything environment, it’s more important than ever to keep your client’s trust. Marketing has become more aggressive, with some lenders reporting that their clients are being farmed only 4 months after closing! How can you position you and your brand to remain top of mind? Learn how Surefire’s set-it-and-forget-it Client for Life Workflow can be your secret weapon to maximize repeat and referral business for years to come.
The Case for Administrator-Led Marketing
Compliance, Executive, Admin
Presenters:
Cheri Booth, VIP Mortgage
Ryan Minard, Top of Mind Networks
Thanks to her extensive background in CRM implementation, VIP Mortgage Director of Marketing Cheri Booth takes a strong position on mortgage marketing and believes the best results are obtained when marketing is administered at the corporate level. But don’t let that fool you, as VIP Mortgage’s use of Surefire is anything but by-the-book. Join Booth and Top of Mind’s Ryan Minard as they demonstrate the wildly creative ways VIP Mortgage has used Surefire to elevate the company’s marketing department from “zero to hero” in the eyes of its Loan Officers.
Deploying SurefireCRM for TPO Collaboration
Audience: Compliance, Executive, Admin
Presenters:
Paul Akinmade, CMG Financial
Maggie Reames, Top of Mind Networks
Whether you are considering adding a wholesale or correspondent channel or already working with third-party originators (TPOs), you won’t want to miss this session. Maggie Reames and special guest Paul Akinmade, chief strategy officer of CMG Financial, share best practices and creative tactics for improving TPO collaboration with Surefire to maximize speed, compliance and profitability.
Leveraging Surefire for Lead Gen, Prospect Marketing & In-Process Customers
Audience: LO, Admin
Presenter:
Kortney Lane-Schafers, Top of Mind Networks
It’s true: We’re best known for helping lenders stay “top of mind” with past customers (and let’s be real: There’s no better post-close solution than our “Client for Life” Workflow). But we’re no one-trick pony! If you’re not using Surefire to build business throughout the customer life cycle, then you’re not getting the most from your investment.
Up Your Hiring Game by Turning Your CRM Into a Recruiting Platform
Audience: LO, Admin
Presenter:
Ryan Minard, Top of Mind Networks
Competition for top Loan Officers has never been fiercer. To successfully recruit passionate, high-performing candidates, you need to offer more than a compensation package. Learn how Surefire can double as a recruiting platform to help you “sell” the experience of working at your firm. Show candidates how you’ll help them achieve their goals, from growing their business to attaining greater work/life balance.
Future-Proof Your Pipeline
Audience: LO, Admin
Presenter:
Harry Barge, Top of Mind Networks
With mortgage rates continually plunging to new lows, refi business has roared all year — but it won’t last forever, as the pool of borrowers that could save money by refinancing will eventually dry up. To future-proof their loan pipelines, loan originators need to build strong purchase loan referral partnerships now.
Beat Your Competition to the Punch
Audience: LO, Admin
Presenter:
Ernesto Tapia, Top of Mind Networks
Speed to contact is the single largest driver of lead conversion. Most of the time, the first Loan Officer that reaches out to the lead is the one that gets the business. Learn how to optimize your Surefire deployment to take advantage of features that radically improve lead response time.
Triple Your Calls, Triple Your Sales
Audience: LO, Admin
Presenter:
Susan Haukapp, Top of Mind Networks
Whether you’re cold-calling prospects or checking in with clients, Surefire’s Power Calls will help you CRUSH your hour of power. Discover how you can contact, connect and close more deals with our customizable dialer.
Segmenting Your SurefireCRM Data to Win
Audience: LO, Admin
Presenter:
Chuck Murphy, Top of Mind Networks
Sure, you know how to use Surefire, but is your account set up to maximize your success? In this session we’ll go over best practices for configuring your account to help save time, be more productive and ultimately achieve your sales and marketing goals. If you’re not segmenting contacts in Surefire, then this is a session you don’t want to miss out on.
Inside the Lenders Studio: Mark Milam | Highland Mortgage
Audience: All Attendees
Mark Milam, Founder and President of Highland Mortgage, sits down with Top of Mind Networks to discuss his winning strategies that have made him a successful mortgage professional.
Surefireside Chat: Ian Klein
Audience: LO, Admin
Joining us for our second episode is US Mortgage Chief Marketing Officer Ian Klein. Ian has been riding the wave of the mortgage industry for the last eight years, gaining insight into what it takes to be a top mortgage marketing leader.
Surefireside Chat: Kim Bratic
Audience: LO, Admin
Welcome to our brand new series, Surefireside Chats, where we sit down with some of the industry’s top marketing leaders to hear their top marketing strategies and secrets for success as they raise the bar one campaign at a time.
Get Holiday Mail Handled
Let the Helpful Elves at Surefire Take Holiday Mail off Your Plate
Let us help you give your contacts the attention they deserve! Simply fill out the form & we'll be in touch.
Closing Gifts
Create Clients for Life with Personalized Closing Gifts
Send a personalized closing gift to every primary residence purchase! Enroll your clients in our Client for Life Campaign and take all the work out of following up with while building and maintaining relationships.
Resources
Want to Learn More About Surefire Product Features?
Thank you for attending the Surefire Summit 2020: Clients for Life. If you are interested in any of the product features you learned about during our sessions, complete the form below and one of our highly experienced team members will reach out to you shortly!