Welcome to the #1 Most-Used Mortgage CRM

Trusted by mortgage professionals ranging from small broker teams to credit unions to large independent mortgage bankers, Surefire CRM has been rated the #1 most-used mortgage CRM for the second year in a row by STRATMOR Group’s Technology Insight Study.

We provide marketing ideas for mortgage lenders.

From email to postcards, single property sites to marketing automation, our all-in-one mortgage marketing CRM is perfect for keeping and growing your business.

We began over 16 years ago and today are recognized as the mortgage industry’s most-relied-upon mortgage marketing CRM, providing marketing automation and creative content solutions.

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.

Power Calls

Fire Up Your Pipeline with Power Calls

The more calls you make, the more deals you close. And with Surefire's New Power Calls feature, you and your team can make loads more calls.

With Power Calls users can:

  • Spin up and call an entire list of people one after another, automatically.
  • Leave a pre-recorded voicemail while next call dials, no waiting.
  • Auto dial and track your leads in Surefire

Book a demo today to see Power Calls in action!

Email Workflows

Send Emails & Workflows

  • Hundreds of email templates and workflows for any loan scenario
  • Send out emails to your entire database in one click
  • Create dynamic segments that change as you add contacts so you can send just to "Realtors in CA Born in July"
  • Put contacts on tried & tested email drip workflows to send emails around-the-clock
  • Marketing can send out 1-to-1 emails on behalf of all users
Contact Management

Add and Manage Leads & Contacts from Anywhere

  • Stay organized by keeping all leads and contacts in one place
  • Segment to better manage your leads and contacts and target your marketing
  • Never miss an opportunity on the go - login at mobile.surefirecrm.com to access and manage your entire Surefire contact list
  • Easily add notes, share, call, text, or email contacts directly from your mobile interface
SMS & Social

Connect with SMS & Social

  • Send themed SMS, Social and Email simultaneously using Content Collections
  • Schedule future posts & sends
  • Set up recurring deployments at any time interval
  • Link multiple Facebook accounts and LinkedIN
  • Automate SMS messages to contacts
  • Sign up for multiple SMS Numbers
  • Fully compliant automatic SMS opt out settings
Automate Database Marketing

Automate Database Marketing

  • Embrace a total automated marketing solution for all aspects of your database, from past clients to prospects to every segment of your partner database
  • Build your own workflow or use an existing one to strengthen partner relationships by sending a series of emails over several months of time.
  • Don't want to lift a finger? Set up recurring deployments at any time interval
  • Email content is always timely and relevant and designed to generate a response or interaction with your database
Interactives and Games

Engage with Interactive Tools & Games

  • Look like a high-tech web wizard with dynamic & interactive online tools, calculators and games
  • Engage & educate prospects while your personal branding is front & center
  • Send to prospects automatically as part of a workflow or reach out through an email template
LOS Integration

Integrate with your LOS

  • We'll work with Enterprise clients to integrate the Surefire database with your company's LOS
  • Real-time sync the loan files in your LOS into Surefire
  • Ensure your client database is always in sync with your marketing database
  • Automatically send dynamic in-process videos as your client reaches loan milestones like "Submitted to Underwriting" and "Approved"
Partner Co-brands

Co-Brand Marketing with Preferred Partners

  • Improve partner communication & efficiency by co-branding your marketing with a referral partner
  • Co-brand flyers, emails, even dynamic videos to ensure a cohesive experience for prospects who see themselves as part of a collaborative team
  • Stay in control by choosing what materials are appropriate for co-branding
Dynamic Videos

Dazzle with Dynamic Video

  • Your #1 competitive differentiator!
  • Look like a star & keep your client informed in an amusing and memorable manner with in-process dynamic video workflows
  • Clients receive a dynamic and customized video email as they move through the loan process
  • Brand with yourself, or add your agent partners (both buying and selling agents)
  • Completely automate when you sync with your LOS

And Stay Top of Mind After the Close

Postal Mail Workflows

Send Post-Close Mail Workflows

  • Opt to put your closed loan clients onto multi-year post-close drip mail workflows (additional costs may apply)
  • Stay in front of them with personalized postcards around the holidays, their birthday, and key dates like loan anniversary
  • You can even co-brand with partners so clients will remember who to call for their lending or real estate needs for years to come
Monitor Database

Monitor Your Database & Get Alerts

  • Increase odds of repeat business by getting a heads-up email alert if a client lists their home for sale
  • Pass along savings opportunities based on refi-alerts comparing your clients’ rates to current market rates.
  • Get notifications for birthdays and loan anniversaries so you look like you remember everything!
Drip Post-Close Email

Drip Post-Close Email Marketing

  • In addition to or instead of a mail workflow, you can also put your closed clients on multi-year email workflows
  • Email content is timely and relevant and focuses on holidays, birthdays or loan anniversaries (such as an Annual Loan Checkup email)
  • Without doing anything you stay top of mind with your past clients who can simply click "Reply" to ask you any question or to refer a friend!

Connect with us.

Scott Asaro
Point Mortgage
We love the videos. It’s a hit. Agents love it. Clients love it. We’ve gotten referrals out of it.
Maxine Yokota
Loan Officer
My Realtors have been finding [Surefire content] something to look forward to on a weekly basis.
Kent Kopen
United American Mortgage Corp.
When Surefire content is hitting people throughout the process … the client just thinks it’s the greatest thing in the world.

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.

Request a Demo