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TOMN Client for Life

Top of Mind Enhances ‘Client for Life’ Workflow to Help Lenders Retain 2020’s Record-Breaking Influx of Refi Customers

May 05, 2020

ATLANTA, Ga., May 5, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced enhancements to its “Client for Life” Workflow. Available to users of Surefire CRM, the Client for Life Workflow helps lenders protect market share by creating over 100 distinct opportunities to stay connected with borrowers over a five-year period.


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“Lenders can expect to face fierce competition for a significantly diminished pool of purchase loan applicants in the future. Protecting today’s market share — including holding on to a huge wave of recently acquired refi customers — will be a business imperative,” said Top of Mind Chief Creative Officer Sherwood Lawrence. “Surefire CRM’s Client for Life Workflow makes it effortless for originators to stay ‘top of mind’ with borrowers by delivering a steady stream of value-adding content through a carefully selected mix of communication channels, which now includes our exclusive Power Calls and Power Messaging features.”

The Client for Life workflow leverages multiple communication channels to ensure lender messages resonate with customers no matter their individual communication preferences. For purchase customers, the workflow kicks off with a closing gift delivered to the customer’s new home. Over the next 60 months, customers receive a carefully curated mix of high-impact emails, direct-mail marketing, personalized voice recordings powered by Surefire Power Calls and dynamic text messages leveraging Surefire Power Messaging.

Surefire Creative Content has earned a combined 16 gold and platinum trophies from the Hermes Creative Awards and AVA Digital Awards since the beginning of the year. Top of Mind’s in-house marketing team leverages decades of marketing and mortgage industry experience to engage customers’ curiosity, excitement and sense of humor, creating emotional connections that make a lasting impression. Unique, personalized outreach is generated for each customer based on individual milestones, from birthdays to loan closing anniversaries to refi opportunities. Lenders can customize the Client for Life Workflow by adding links to their own marketing collateral.

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