Welcome to

Surefire Summit 2020

Surefire Summit
Live Content
All Audiences
All Audiences
Executives
Executives
Compliance
Compliance
Admin
Admin
LO - Loan Officer
LO - Loan Officer

Supercharge Your Outbound Marketing

All Audiences
Audience: All Attendees
Presenters:
Nick Belenky, Top of Mind Networks
Barry Habib, MBS Highway

LIVE at 1:00 pm ET

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?

Turn Drive-By Traffic into Inbound Leads that Convert

All Audiences
Audience: All Attendees
Presenters:
Nick Belenky, Top of Mind Networks
Zac Scalzi, Floify

LIVE at 2:00 pm ET

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 SurefireCRM 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.

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The first 100 attendees to engage with us on LinkedIn will get a free Surefire fleece blanket!

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On Demand Content

Between Two Executives

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

Executives
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

Compliance Executives

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 SurefireCRM to meet compliance needs.

Secrets of the 6-Figure Originator: Mastering Repeat and Referral Business

Admin

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   Executives   Admin

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 SurefireCRM 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 SurefireCRM to elevate the company’s marketing department from “zero to hero” in the eyes of its LOs.

Deploying SurefireCRM for TPO Collaboration

Compliance   Executives   Admin

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 SurefireCRM to maximize speed, compliance and profitability.

Leveraging Surefire for Lead Gen, Prospect Marketing & In-Process Customers

LO - Loan Officer Admin

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 “Customer for Life” Workflow). But we’re no one-trick pony! If you’re not using SurefireCRM 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

LO - Loan Officer Admin

Audience: LO, Admin
Presenter:
Ryan Minard, Top of Mind Networks

Competition for top LOs has never been fiercer. To successfully recruit passionate, high-performing candidates, you need to offer more than a compensation package. Learn how SurefireCRM 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

LO - Loan Officer Admin

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 pipelines, loan originators need to build strong purchase loan referral partnerships now.

Beat Your Competition to the Punch

LO - Loan Officer Admin

Audience: LO, Admin
Presenter:
Ernesto Tapia, Top of Mind Networks

Speed to contact is the single largest driver of lead conversation. Most of the time, the first LO that reaches out to the lead is the one that gets the business. Learn how to optimize your SurefireCRM deployment to take advantage of features that radically improve lead response time.

Triple Your Calls, Triple Your Sales

LO - Loan Officer Admin

Audience: LO, Admin
Presenter:
Susan Haukapp, Top of Mind Networks

Whether you’re cold-calling prospects or checking in with clients, SurefireCRM’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

LO - Loan Officer Admin

Audience: LO, Admin
Presenter:
Chuck Murphy, Top of Mind Networks

Sure, you know how to use SurefireCRM, 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 SurefireCRM, then this is a session you don’t want to miss out on.

Want to Learn More About Surefire Product Features?

We are so happy you attended the Surefire Summit 2020: Clients for Life event. If you are interested in any of the product features you learned about today, complete the form below and one of our highly experienced team members will reach out to you shortly!

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