The Trending Mind

The Trending Mind Episodes

Make It Personal

Did you know that even though 74% of lenders use a third-party lead management or CRM tool, retention rates drop to 24% in the first two years? So, where’s the disconnect?

Too many CRMs desert in-house gift personalization and deployment because there are external vendors to compete with. At Top of Mind, we saw this as an opportunity and built the Surefire Retention Center, a gift-giving program directly in Surefire.

The People Behind the Product

As a mortgage lender, you should be picky when you’re choosing the best mortgage CRM. The quality of the people behind the product is just as important as the quality of the product itself.

Behind Surefire is a highly qualified team of people with well over 450 years of combined experience ready to help you earn clients for life. Are you ready to win back the workday?

Streamlining Communication

Video marketing creates the highest return for lenders among all other forms of creative content. With Power Video by Surefire, mortgage lenders can create in-house face-to-face communication with customers and prospects. Just shoot and send while remaining compliant.

We also introduced an exciting integration with MBS Highway! Our mutual lenders can now generate and distribute Real Estate Report Cards from Surefire CRM using seamless deployment through email or text in tandem with our award-winning marketing campaigns and automated workflows.

Experience Matters

Is your marketing team experimenting with your borrowers? Is every loan officer marketing your brand in their own way? Is all that automation you have in place actually effective?

When it’s time to revamp your mortgage marketing you bring in the best. You go to the latest system. And you know what can happen, despite the best intentions?

  • You pay massive upfront implementation fees.
  • Your message and reach don’t stand out from the crowd.
  • And you may be alienating the very borrowers you planned to delight.

Creative Content

Are you invisible to your prospects? Your applicants? Your borrowers? Is marketing a true competitive advantage for you as a lender? Can you offer real value to your partners through your market presence?

Lenders are feeling betrayed by full-service marketing platforms that show up totally empty.

Even worse, lenders get locked in, often for three years at a time, working with a platform that nickel and dime them for every content piece created to compete in today’s burning hot market.

MORTGAGE MARKETING UNIVERSITY

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