We love the videos. It’s a hit. Agents love it. Clients love it. We’ve gotten referrals out of it.
My Realtors have been finding [Surefire content] something to look forward to on a weekly basis.
Home Point Financial
When Surefire content is hitting people throughout the process … the client just thinks it’s the greatest thing in the world.
Say "Hello" to Your New Mortgage CRM.
Enjoy Polished Marketing Content, Spectacular Sales Tools & So Much More
Send Emails & Campaigns
- Hundreds of email templates and campaigns 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 campaigns to send emails around-the-clock
- Marketing can send out 1-to-1 emails on behalf of all users
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 campaign 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? Every month we'll send out an email on your behalf from you to your prospects and clients
- Email content is always timely and relevant and designed to generate a response or interaction with your database
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 campaign or reach out through an email template
Intake Online 1003 Apps
- Receive a custom link to your own online 1003 app
- Customize the 1003 for your business by removing or adding fields as needed
- Get alerts when you receive a new online application
- Download the loan file for import into your LOS
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"
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
Dazzle with Dynamic Video
- Your new #1 competitive differentiator!
- Look like a star & keep your client informed in an amusing and memorable manner with in-process dynamic video campaigns
- 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
Send Post-Close Mail Campaigns
- Opt to put your closed loan clients onto multi-year post-close drip mail campaigns (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
Drip Post-Close Email Marketing
- In addition to or instead of a mail campaign, you can also put your closed clients on multi-year email campaigns
- 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!
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!
- Never miss an alert when you receive them directly to your phone with Surefire's mobile app for Apple and Android
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