How to Use Your CRM to Host a Successful Networking Event
Dec 20, 2023Networking events are an important way to begin and enhance working relationships with both potential clients and referral partners.
News & Events
Keeping It Top of Mind
Stay up-to-date with everything that is happening with Top of Mind and Surefire CRM.
Plus, read all sorts of cool case studies and other resources to help you grow your business.
How to Improve Your Ad Conversion Rate with Surefire
Dec 15, 2023Ad conversion rate measurement helps LOs gauge the effectiveness of their marketing spend. Surefire mortgage CRM can boost those metrics.
5 Credit Union Marketing Strategies to Improve Engagement
Dec 13, 2023Credit union marketing strategies can benefit significantly if marketers utilize content designed from the start to foster engagement.
3 Ways to Supercharge Your Relationships with Real Estate Agents
Dec 08, 2023Loan officers and mortgage brokers can fuel agent relationships with a steady stream of real estate marketing, starting before the sale and going long after closing.
How to Create a Seamless Borrower Journey
Dec 04, 2023Creating a seamless borrower journey is lesson number-one in how to become a loan officer, and it’s easy to do with the right mortgage content and technology.
Boost Your Automation Through Integration
Dec 01, 2023Integrating your POS, LOS, and PPE systems with your mortgage CRM is a crucial step in increasing your ROI.
6 Tips for Mortgage Closing Gifts That Earn Repeat Business
Nov 30, 2023The best mortgage closing gifts leave a long-lasting impression. These tips will help you choose memorable gifts that bring your borrowers back.
How Banks and Credit Unions Are Finding Success With Marketing Automation
Nov 30, 2023When banks and credit unions automate marketing for their businesses, they discover more deals while ensuring compliant and on-brand communications.
How to Create a Mortgage Marketing Newsletter that Converts Leads into Prospects
Nov 27, 2023Creating mortgage marketing newsletters that are effective in achieving intended goals can be part art and part science. What’s the proper recipe to get it right?
The Importance of an Integrated Product Pricing Engine
Nov 27, 2023A Mortgage Product Pricing Engine is imperative if you want to succeed in today's extremely competitive and fast-paced lending world.
Close More Loans Faster with 4 Must-Have Marketing Automation Workflows
Nov 24, 2023As mortgage lenders field the tsunami of refi volume that has accompanied record-low interest rates, loan originators are struggling to manage the basic borrower communication that keeps loan pipelines flowing and customers happy. To manage unexpected spikes in volume and maximize the workforce efficiency, loan originators need tools that allow
Wish Your Loan Officers Could Handle More Volume? Take Marketing Off Their Plates
Nov 23, 2023Centralize your marketing using Surefire CRM's admin-driven mortgage marketing model.
Marketing Campaigns for Banks: 5 Ideas to Guarantee Success
Jul 27, 2023Marketing campaigns for banks work best if they tell stories across many channels and bring in a local focus. Automation makes them easier to implement.
SEO Tactics for Banks
Jul 23, 2023SEO for banks is vital. Ranking in local search results is the first step in mortgage lead generation and sets the stage for omni-channel marketing.
How to Create a Great Open House Flyer
Jul 13, 2023Open house flyers remain an important tool in the real estate agent and loan officer toolbox. Be sure to include these components.
The Wholesale Mortgage Software You Need to Grow
Jul 02, 2023Wholesale mortgage software should enable wholesale lenders to grow their business, handle B2B communication, and support brokers’ B2C marketing efforts.
5 Times Mortgage Mass Text Messaging is OK
Jun 17, 2023Mass text messaging is a strong tool for mortgage marketers, but it should be used sparingly to maximize effectiveness. Here are 5 times to hit send.
Using a Customer-Focused Marketing Strategy to Attract and Retain Clients
Jun 14, 2023Using a customer-focused marketing strategy to attract and retain clients is an important pillar in a mortgage banker or broker’s overall plan.
Success Metrics of Mortgage Marketing
Jun 10, 2023Success metrics for mortgage marketing are unique to the industry. Mortgage professionals should measure list growth, closing cycles and revenue.
Company Dashboard Components for Lenders
Jun 08, 2023Company dashboards should provide lenders a look back and a path forward. They can track success metrics for production, performance, marketing and more.
Leveraging Referral Partners: A Game-Changer for Mortgage Brokers in a Challenging Housing Market
Jun 05, 2023Co-brandable marketing campaigns and single-property sites featuring mortgage calculators show homebuyers that you and your partners are on their team. And marketing campaigns targeting partners help keep your name top of mind when home shoppers ask for lender recommendations.
Effective Content Marketing Strategies for Mortgage Brokers in the Current Housing Market
Jun 01, 2023In today's highly competitive housing market, mortgage brokers need to leverage effective content marketing strategies to stand out and attract potential homebuyers.
Optimizing Landing Pages for Maximum Mortgage Lead Conversion
May 23, 2023A well-designed and optimized landing page can significantly boost your mortgage lead conversion rates.
The Call of Success: The Power of Voice in Omnichannel Mortgage Marketing
May 23, 2023Lenders seeking to revamp their marketing strategies and attract more business should consider adopting a centralized mortgage marketing engine that can support omnichannel marketing across both digital and traditional outreach channels
Social Media Management Software Must-Haves for Loan Officers
May 23, 2023Social media management software frees up time for loan officers and mortgage brokers wanting to expand their reach but don’t have time for regular posts.
How Loan Officers Can Build the Best Referral Partner Network
May 22, 2023Building a mortgage business on referral partners can be hard, yet it can also be a necessity if you want to have a long and independently prosperous career.
Mortgage Advertising on Social Media: A Quick Guide for Loan Officers
May 20, 2023Mortgage advertising rules are everywhere, including social media channels. Here are some mortgage compliance tips for loan officers entering the space.
5 Tips for Entry-Level Loan Officers to Win in a High-Rate Mortgage Market
May 19, 2023This recent market downturn has made effective mortgage marketing central to maintaining volume and staying relevant in 2022’s competitive purchase market.
Mortgage Brokers' Survival Guide: Tips and Tactics for Navigating a Competitive Market
May 18, 2023Discover the ultimate resource for mortgage brokers looking to succeed in a competitive market. The "Mortgage Brokers' Survival Guide" provides valuable insights, tools, and strategies to help brokers navigate a crowded industry and build a thriving business.
Surefire and SimpleNexus Help Lenders Save Even More Abandoned Loan Applications With New Integration Enhancements
Apr 26, 2023Lenders hoping to know immediately when an applicant has abandoned their application need a powerfully automated customer relationship management (CRM) system enhanced with real-time loan data. Surefire CRM and Mortgage Marketing Engine by Black Knight and SimpleNexus allow lenders to instantly detect and act on abandoned applications with the platforms’
MORTGAGE MARKETING ESSENTIALS: Stay Connected with a Mortgage CRM System
Apr 26, 2023A mortgage CRM is much more than a storage tank for borrower data. With the right maintenance, omnichannel automation and performance tracking, mortgage professionals can maximize profitability by developing closer, long-lasting relationships with the consumers and referral partners that sustain their pipelines.
Integration Partner Spotlight: SimpleNexus
Apr 26, 2023Connecting Surefire CRM and the SimpleNexus point-of-sale (POS) platform offers lenders a measurable return on their tech stack investment by reducing turn times and guiding borrowers through each stage of the homebuying process.
How Can Your Contact Database Sustain Your Mortgage Pipeline?
Apr 26, 2023A contact database, when managed through a mortgage CRM, is a mortgage lead generation engine that continually feeds a loan officer’s mortgage pipeline.
How Mortgage Pipeline Software Can Help Grow Your Business
Apr 25, 2023Today’s mortgage pipeline software is far more advanced than ever and easily trumps even tried and true manual systems of years gone by.
What Is the Difference Between Mortgage CRM and LOS Software?
Apr 21, 2023A CRM program is different and more versatile than loan origination software. Done right, one gets and keeps you positioned to take advantage of the other.
Steps to Becoming the Best Mortgage Broker
Apr 21, 2023There can be many steps to becoming a mortgage broker, and if you also want to be the best, each step is progressively more important.
Best Marketing Software Features for Mortgage Brokers
Apr 20, 2023Surefire CRM is the best CRM for small mortgage brokers to cast a long shadow and set themselves apart in a competitive mortgage market.
How to Become a Mortgage Broker
Apr 19, 2023Becoming a mortgage broker can be a big step up for established mortgage loan originators or a first step into the industry for outsiders.
Navigating the Mortgage Industry in 2023: Insights and Best Practices for Mortgage Brokers
Apr 18, 2023Learn how mortgage brokers can overcome challenges in 2023, including rising interest rates and competition from digital lenders, with effective marketing strategies.
Mortgage Broker Inbound Document Management
Apr 18, 2023Improve your mortgage brokerage's document management with inbound handling strategies. Learn how to streamline loan application processing and secure data.
Borrower Experience Matters
Apr 18, 2023Uncover how user-friendly tech, lender responsiveness, clear communication, transparency, and efficient processing contribute to a better borrower experience and achieving homeownership through the mortgage application process.
Top 5 Ways to Educate Borrowers as a Mortgage Broker
Apr 18, 2023Discover the top five ways to educate borrowers effectively as a mortgage broker. Get expert insights and practical tips on how to become a top-performing mortgage broker who delivers value to your clients and grows your business.
MORTGAGE MARKETING ESSENTIALS: Lead Generation 101
Apr 17, 2023Looking to improve your mortgage lead generation strategy? Check out our latest article on essential tactics and technologies to help you succeed in today's challenging housing market.
Mortgage Marketing Strategies for Banks: How to Overcome Challenges and Succeed in a Crowded Marketplace
Apr 14, 2023Learn mortgage marketing strategies for banks to effectively market mortgage products and overcome challenges like low differentiation, lengthy sales cycles, and regulatory requirements.
Automated Valuation Model (AVM) Marketing
Apr 04, 2023Discover how AVMs can improve your real estate marketing efforts. Use AVM data to attract clients, create targeted campaigns, and provide pricing decisions.
Critical Document Needs of Mortgage Brokers
Apr 03, 2023Explore critical document needs for mortgage brokers to secure a mortgage. Learn how mortgage POS and LOS systems work together to streamline the process.
Generating Thousands of Leads a Month on a Lead-Buying Budget of Zero
Mar 17, 2023In a market where many lenders are struggling to keep sales pipelines flowing, NFM's influencer channel has generated thousands of leads every month on a lead-buying budget of zero and Surefire Power Video.
MORTGAGE MARKETING ESSENTIALS: Customer Relationship Management
Mar 15, 2023A modern mortgage customer relationship management (CRM) platform can help alleviate the time-consuming burden of homebuyer outreach — from responding to inquiries to progressing loans through pipelines and maintaining solid relationships with past borrowers.
How to Pick the Right Mortgage Email Marketing Software
Mar 07, 2023Mortgage email marketing goes well beyond typical concerns about improving open rates. Mortgage marketers must think about compliance, the mortgage process, cobranding and more.
6 Reasons to Not Use Spreadsheets for Your Loan Origination Pipeline
Mar 05, 2023There are far better ways to effectively and efficiently manage your business using mortgage pipeline management software.
Overcoming Pain Points in Mortgage Loan Officer Recruiting
Mar 02, 2023Discover effective strategies to address common challenges faced by mortgage loan officer recruiters in this comprehensive guide. From identifying top talent to navigating the hiring process, learn how to overcome pain points and build a successful recruiting program for your organization.
Performance Marketing for Mortgage Lenders
Feb 27, 2023One of the most significant challenges facing mortgage lenders today is understanding how their marketing strategy is doing from an absolute standpoint. Quarterly comparisons can only tell you so much — and while benchmark comparisons to other institutions can give a more holistic view of a lender’s marketing performance within
Tools to Help Increase Mortgage Lead Generation
Feb 23, 2023In the world of mortgage lending, generating quality leads is critical to success. But with so many options available, it can be challenging to know where to focus your efforts. In this blog post, we explore five essential tools that can help take your mortgage lead generation to the next
Black Knight takes home three Platinum AVA Digital Awards in 2023
Feb 18, 2023Black Knight takes home three Platinum AVA Digital Awards in 2023 for excellence in video marketing content. Recognized for its powerful Surefire customer relationship management (CRM) platform and mortgage marketing engine.
Optimize Your Mortgage Pull-Through Rate with the Right Mortgage CRM
Feb 12, 2023Mortgage pull through rate is the number of loans funded relative to the number of applications taken. A mortgage CRM can help loan officers optimize this KPI.
3 Tips to Help Retail Mortgage Lenders Increase Inbound Leads
Feb 10, 2023To keep a balanced pipeline, every retail mortgage lender must maintain a steady stream of inbound leads with prospects ready to act.
5-Step Guide to Better Mortgage Marketing Results in 2023
Feb 06, 2023As the mortgage industry shifts back to a purchase market, loan officers can maximize their 2021 outreach with these five marketing steps to Realtors.
The Best Ways to Handle Your Mortgage Contact Management
Feb 02, 2023Your partners, clients, leads, prospects, etc., are the life-blood of your business. Keep their info at your fingertips with mortgage contact management.
HOMESTAR Will Benefit from Lead Generation and Enhanced Customer Engagement
Jan 27, 2023Homestar Financial Corporation, a top national mortgage purchase lender, is implementing Surefire, Black Knight’s award-winning, mortgage-specific customer relationship management (CRM) solution and marketing engine.
Mortgage Loan Officer Recruiting in 2023
Jan 27, 2023Mortgage loan officer is not an easy profession these days but recruitment never ends. Learn how CRM management helps your specific recruitment process here.
Mortgage Text Messaging Do’s and Don’ts
Jan 13, 2023Mortgage text messaging can get results even while adhering to both the TCPA and TILA-RESPA. Here are do’s and don’ts for texting in your mortgage business.
Meaningfully Investing in Automation and Text Message Marketing
Dec 22, 2022Lender investment in marketing automation and text message marketing means meeting consumers on their mobile devices. Read how to invest in this effectively.
Sales Boomerang
Dec 22, 2022Timely and relevant outreach is typically best for mortgage marketing. But your need the right resources to reach the right borrowers. Learn more here.
Tips for Recruiting Mortgage Loan Officers
Dec 21, 2022Automated marketing tools help hiring managers engage while showing Loan officer prospects your institution has the marketing resources for success. Learn more.
7 SMS Message Examples for Mortgage Brokers
Dec 16, 2022Text message marketing, or SMS marketing, is a vital part of communication for today’s mortgage brokers and loan officers.
How to Build and Analyze Mortgage Marketing Reports
Dec 06, 2022Mortgage marketing reporting capabilities are an essential component of mortgage marketing tools. A strong CRM for mortgage brokers can help with the task.
Text Message Marketing for Mortgage Professionals
Dec 06, 2022Both marketing automation and text message marketing are valuable capabilities at a time when responsiveness wins
Integration Partner Spotlight: MonitorBase
Dec 01, 2022Surefire's integration with MonitorBase helps generate new business opportunities by ensuring relevant content is deployed to the appropriate loan prospects in a timely manner.
Surefire offers right-sized reporting for any mortgage shop
Nov 15, 2022Marketing is essential to any lender’s revenue generation strategy, but it can also be expensive.
A Mortgage Broker’s Comprehensive Guide to Mortgage Marketing
Oct 17, 2022All mortgage brokers need to succeed are reliable tools and solid mortgage marketing strategies, even in a high-cost, low-demand market.
Integration Partner Spotlight: Floify
Oct 06, 2022Surefire’s API integration with Floify helps enhance lender productivity, borrower experience and referral partner relationships.
5 Tips for Entry-Level Loan Officers to Win in a High-Rate Mortgage Market
Oct 02, 2022This recent market downturn has made effective mortgage marketing central to maintaining volume and staying relevant in 2022’s competitive purchase market.
Exhibit your unique value as a mortgage broker in 2022
Sep 30, 2022Juggling each aspect of the loan process can be a considerable burden for a mortgage broker. Fortunately, today’s mortgage brokers can succeed without a large team or expensive resources.
A Complete Guide to Becoming a Loan Officer in 2022
Sep 28, 2022Like any journey, the first step is often the most important. Start your career confidently by establishing a strong foundation of careful training, compliance knowledge and a solid mortgage marketing strategy.
Mortgage Broker Success Tips: Winning with a One Person Marketing Team
Sep 12, 2022Mortgage broker marketing strategies are unique in the mortgage world since brokers often work independently. Follow these 3 steps to success.
The market is changing. Is your tech stack changing with it?
Sep 05, 2022Mortgage tech stacks must evolve with the market to enable mortgage brokers to compete for better deals in an environment with fewer borrowers.
Integration Partner Spotlight: MBS Highway
Aug 31, 2022In the past year alone, the housing environment made a significant shift from a refinance boom to today’s high-rate purchase market. Mortgage and real estate professionals must always stay on their toes if they want to succeed in a declining market.
Recession Talk Means Loan Officers Need to Reframe Mortgage Marketing Messages
Aug 16, 2022Mortgage marketing content must be reviewed and adjusted to meet the changing economic environment. Mortgage loan officer marketing tools can help.
Creating a Calendar: Plan Your Mortgage Social Media Posts
Aug 12, 2022Mortgage social media posts should be coordinated to present cohesive, on-brand messaging. A social media calendar will help.
Prospering as a Loan Officer in a Recession
Aug 08, 2022Loan officers have plenty of challenges during economic downturns. Purchase business slows, and fierce competition for referrals increases.
Surefire CRM by Black Knight named Product of the Year for the second time in the 2022 Sales and Marketing Technology Awards
Aug 05, 2022Top of Mind Networks has been named a finalist in the Content Marketing Institute’s (CMI) 2020 Content Marketing Awards.
Mortgage Memes in a Rising Rate Environment
Aug 03, 2022Mortgage memes are a popular tool for loan officers and mortgage brokers who use social media for mortgage lead generation. Because memes typically include an element of humor, it’s easy to understand their role when things are going well.
Integration Partner Spotlight: Mobility Market Intelligence (MMI)
Aug 02, 2022Lenders need referral partners to funnel them new leads. The integration with Surefire and MMI helps alleviate lenders’ recruiting challenges by empowering them with a comprehensive turnkey solution for engaging real estate agents, brokers and loan originators at scale to grow business.
Beat the Billboard Guys with Cost‑Effective Mortgage Marketing Tools and Strategies
Aug 01, 2022With the right mortgage marketing tactics and tools, you can beat the billboard guys more often, while creating additional space in your day to deliver consultative, value-rich service that wins leads and earns referrals.
Attract Leads to Your Mortgage or Real Estate Site
Jul 25, 2022Just like a mind, a website is a terrible thing to waste. A website is no help to anyone if it can’t be visited, used or fulfill its purpose.
Real Estate Agent Relationships for Mortgage Pros
Jul 07, 2022Real Estate Agent relationships are a top source of leads for mortgage bankers and brokers. Teaming up to create mutual benefits should be your go-to approach.
Surviving Rising Rates: Tactics to Stay Relevant in a Rising Rate Environment
Jul 05, 2022How can lenders stay relevant and profitable in a rapidly rising rate environment? Those that will come out on top will not only have a clear picture of where the market is going but will also have the tools and strategies to promote mortgage loan products and services in ways
Integration Partner Spotlight: SimpleNexus
Jul 01, 2022Connecting Surefire CRM and the SimpleNexus point-of-sale (POS) platform offers lenders a measurable return on their tech stack investment by reducing turn times and guiding borrowers through each stage of the homebuying process.
Responding Quickly Is the First Step to a Closed Deal
Jun 28, 2022Speed to lead can make all the difference in getting a mortgage app. Backing up a fast response with stellar mortgage content can close the deal.
A Complete Guide to Credit Union Mortgage Marketing
Jun 23, 2022Creating a strong credit union marketing program that includes eye-catching mortgage marketing content should be a priority for credit union leaders.
Guide to Holiday Marketing in Print
Jun 14, 2022Digital marketing for holidays has made print-based content far less popular than it once was. It’s exactly for that reason that you should still be utilizing it.
Single Property Sites 101
Jun 07, 2022Single property sites for mortgage and real estate agent marketing are a great way to focus eyes on a single property and to do so without the usual outside links
Access the Power of Mortgage Marketing Automation With Your Favorite CRM
Jun 02, 2022Lenders that love their existing CRM can keep it and still supercharge their marketing by leveraging the power of mortgage marketing automation.
Seacoast National Bank Readies Mortgage Loan Officers for a Purchase Market With Surefire CRM
May 26, 2022While traditional retail lenders work directly with consumers through loan officers, consumer direct lenders must adopt a more digital business model to generate enough leads for their business to thrive.
Effective Digital Marketing Ideas for Credit Unions
May 05, 2022To develop effective digital marketing, credit unions can identify target prospects and be specific in proposing solutions to their needs.
3 Marketing Tactics for Credit Unions to Win Over Millennials
Apr 20, 2022Credit union marketing can reach more millennials when it employs a three-tiered approach including social media, email and direct mail.
How Loan Officers Can Use Nurture Campaigns to Win More Business
Apr 17, 2022Nurture campaigns are a proven and productive way of engaging with prospects that have already expressed interest in your service.
Social Media Strategies for Credit Unions: Getting Started
Apr 15, 2022Social media strategies for credit unions start with defining a search profile then transition to posting on platforms where potential customers hang out.
Tools Every Consumer Direct Lender Needs
Apr 13, 2022While traditional retail lenders work directly with consumers through loan officers, consumer direct lenders must adopt a more digital business model to generate enough leads for their business to thrive.
How Can Your Contact Database Sustain Your Mortgage Pipeline?
Mar 31, 2022A contact database, when managed through a mortgage CRM, is a mortgage lead generation engine that continually feeds a loan officer’s mortgage pipeline.
A Day in the Life of a Mortgage Broker
Mar 21, 2022Set yourself up for success by building a database of potential clients, creating a structured yet fluid work schedule and making the effort to understand the ins and outs of the mortgage industry and lending processes.
List Segmentation: How It Works and Why Lenders Need It
Mar 19, 2022List segmentation enables personalized, targeted marketing that takes lenders’ contacts from leads through borrowers all the way to returning clients.
Open House Intelligence Bridges the Digital and Physical Worlds
Mar 12, 2022Open house intelligence fuels lead generation and referral partner relationships for savvy mortgage loan officers, supporting a steady mortgage pipeline.
Key Strategies to Generating More Leads
Feb 28, 2022The following eBook has been created to help Surefire users gain additional marketing insights that can be used to help generate additional traffic and lead volume from right inside the platform
Social Media Landscape Shifts for 2022
Feb 20, 2022Social media landscape shifts happen continuously. Of the expected trends in 2022, here are four that will likely impact mortgage lenders.
Become a Digital Marketing Leader in 2022
Feb 17, 2022Digital marketing has become an ever more complex process. Utilizing a Mortgage CRM to handle the proliferation of web based and social media sites is a necessary tool to succeed.
Facilitate Compliance Controls with Your CRM
Feb 15, 2022In the highly regulated industry of credit intermediation, devising a smart compliance plan for your marketing efforts is essential for success. Download our eBook today to learn the steps necessary for success.
Reduce Risk with Intelligent Compliance Controls
Jan 31, 2022With intelligent compliance controls, mortgage lenders can reduce the risk of regulatory non-compliance and brand governance pitfalls
Drip Marketing for Banks
Jan 27, 2022Today’s banks offer a wealth of products and services. Drip Marketing campaigns can be broad or focused but the one factor that always needs to exist is persistence.
Cross-Platform Marketing Automation Can Optimize Your Email
Jan 14, 2022Cross-platform marketing automation optimizes your digital marketing and email marketing efforts by delivering brand consistency in the appropriate formats.
Inside the Lenders’ Studio: City Bank
Jan 11, 2022Our latest guests are loan officers and branch managers Greg Heiler, Jessica Ceballos and Michael Addison who hail from Dallas-based depository City Bank.
Digital Marketing Strategy for Lead Generation in Your Mortgage Business
Jan 10, 2022A digital marketing strategy for lead generation is a key component of planning for success when building a lender’s mortgage pipeline.
Inside the Lenders’ Studio: Jason Wood| American Mortgage Network
Jan 05, 2022In this episode of Inside the Lenders Studio, we are joined by Clint Carver, a Utah-based loan officer at Beam Lending.
Optimize Your Mortgage Pull Through Rate with the Right Mortgage CRM
Dec 21, 2021Mortgage pull through rate is the number of loans funded relative to the number of applications taken. A mortgage CRM can help loan officers optimize this KPI.
The Mortgage Marketing Automation Playbook Part 4: Reducing Risk
Nov 22, 2021While automation software cannot prevent the negative impacts of risks, it can assist lenders in anticipating possible risks and their potential impact. In Book 4 of the automation playbook we take a deep dive into risk reduction.
Company Dashboard Components for Lenders
Nov 19, 2021Company dashboards should provide lenders a look back and a path forward. They can track success metrics for production, performance, marketing and more.
Improve EClosings with the right CRM
Nov 19, 2021Eclosings are not new, but they are newly popular. Using your Mortgage CRM to prepare borrowers for an eClosing is the best way to get them right.
Inside the Lenders’ Studio: Clint Carver | Beam Lending
Nov 03, 2021In this episode of Inside the Lenders Studio, we are joined by Clint Carver, a Utah-based loan officer at Beam Lending.
The Mortgage Marketing Automation Playbook Part 3: Create Operational Efficiencies
Oct 20, 2021The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to creating operational efficiencies
How Custom Videos Can Make Your Mortgage Business Better
Oct 19, 2021Custom videos with the contact’s deal information can grow your mortgage business through better service, more repeat business, and efficient implementation.
Success Metrics of Mortgage Marketing
Oct 19, 2021Success metrics for mortgage marketing are unique to the industry. Mortgage professionals should measure list growth, closing cycles and revenue.
Steps to Becoming the Best Mortgage Broker
Oct 06, 2021There can be many steps to becoming a mortgage broker, and if you also want to be the best, each step is progressively more important.
Inside the Lenders' Studio: Miriam Aiazzi | Network Funding
Oct 04, 2021In this episode of Inside the Lenders Studio, we are joined by Miriam Aiazzi, a mortgage banker at Network Funding.
Facebook Leads: 3 Steps for Mortgage Brokers to Attract and Convert
Sep 27, 2021Facebook leads can grow a mortgage broker’s prospect list, but that’s just the first step. It’s what comes next that will sustain your business over time.
Using a Customer Focused Marketing Strategy to Attract and Retain Clients
Sep 27, 2021Using a customer focused marketing strategy to attract and retain clients is an important pillar in a mortgage banker or broker’s overall plan.
The Mortgage Marketing Automation Playbook Part 2: Safeguarding Existing Revenue
Sep 21, 2021The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to boosting new revenue.
Surefire Vice President of Customer Success and Service Adam Josephson Named HousingWire Insider
Sep 01, 2021Congratulations to Adam Josephson, a 2021 HousingWire Insider winner and our very own VP of customer success.
5 Times Mortgage Mass Text Messaging is OK
Aug 30, 2021Mass text messaging is a strong tool for mortgage marketers, but it should be used sparingly to maximize effectiveness. Here are 5 times to hit send.
5 Things to Consider Before Buying Mortgage Leads
Aug 30, 2021Before buying mortgage leads, consider where they're coming from and if they're worth their salt.
Inside the Lenders' Studio: Gloria Anderton | FEMBi Mortgage
Aug 30, 2021In this episode of Inside the Lenders Studio, we are joined by Gloria Anderton, a mortgage banker at FEMBi Mortgage.
The Trending Mind: Hello, It's...Your Loan Officer
Aug 26, 2021Dial in to faster calls, conversation starters, compliant standards, and more with Surefire Power Calls.
Marketing Automation Helps Lenders Provide a Better Experience to Veterans
Aug 23, 2021Marketing to Veterans is a productive and fulfilling way to attract the most deserving prospects mortgage originators will ever have the honor of working with.
The Wholesale Mortgage Software You Need to Grow
Aug 23, 2021Wholesale mortgage software should enable wholesale lenders to grow their business, handle B2B communication, and support brokers’ B2C marketing efforts.
The Mortgage Marketing Automation Playbook Part 1: Maximizing Close Rates and Revenue
Aug 16, 2021The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to boosting new revenue.
The Top 5 Questions to Ask During Lead Qualification
Aug 06, 2021Mortgage lead qualification is key to determining if, how and when a lead can become a true prospect and ultimately, a new application.
6 Ways to Implement Customer Marketing in the Mortgage Industry
Aug 06, 2021Customer marketing creates a mortgage business where all borrowers are “current” clients (never past) and the firm practically markets itself.
Inside the Lenders' Studio: Marc Edelstein | Ross Mortgage
Jul 30, 2021In this episode of Inside the Lenders Studio, we are joined by Marc Edelstein, senior loan officer at Ross Mortgage.
The Trending Mind: Back to the Basics
Jul 28, 2021In this episode of The Trending Mind, CRO Nick Belenky discusses how Surefire helps mortgage lenders thrive in every state of the market.
July Executive Chat: Purchase Marketing Inspiration
Jul 27, 2021Surefire's tools help you uncover new lending opportunities, build a lasting rapport with clients and drive engagement across all channels.
Don’t Overlook Mass Text Messaging in a Mortgage CRM
Jul 27, 2021The heartache of time-sensitive emails lost in an inbox or worse — the spam folder — can easily be avoided by opting for mass text messaging.
How Loan Officers Can Build the Best Referral Partner Network
Jul 21, 2021Building a mortgage business on referral partners can be hard, yet it can also be a necessity if you want to have a long and independently prosperous career.
Mortgage Advertising on Social Media: A Quick Guide for Loan Officers
Jul 19, 2021Mortgage advertising rules are everywhere, including social media channels. Here are some mortgage compliance tips for loan officers entering the space.
Mortgage Marketer's Guide to Texting
Jul 16, 2021The Mortgage Professional’s Guide to SMS Texting for Maximum Impact shows how to implement SMS Texting into your mortgage marketing strategy.
The Trending Mind Live | Floify
Jul 15, 2021Hear from Floify CEO and Founder Dave Sims and Top of Mind CEO Bill Hayes discuss how mutual users share milestone data.
4 Ways a Mortgage Lead Management System Can Be Your Best Lead Generation Partner
Jul 12, 2021Mortgage professionals should look to their database in a mortgage lead management system to uncover existing lead opportunities.
How to Become a Successful Loan Officer With Post-Close Marketing
Jul 12, 2021Learn how the Surefire Retention Center builds successful loan officers with post-close marketing gifts and postcards that stand out.
Surefireside Chats: James Polinori | Geneva Financial
Jul 08, 2021In this episode of Surefireside Chats, we are joined by James Polinori, chief marketing officer at Geneva Financial.
Black Knight Completes Top of Mind Acquisition, Adding Robust CRM and Marketing Automation to Integrated Mortgage Technology Ecosystem
Jul 07, 2021Black Knight Completes Top of Mind Acquisition, Adding Robust CRM and Marketing Automation to Integrated Mortgage Technology Ecosystem. Will Help Lender, Originator, Broker and Servicing Clients Further Drive Growth and Increase Customer Retention
Social Media Management Software Must-Haves for Loan Officers
Jul 06, 2021Social media management software frees up time for loan officers and mortgage brokers wanting to expand their reach but don’t have time for regular posts.
How to Keep Your Borrowers Engaged During the Mortgage Pre-Qualification Process
Jul 06, 2021The mortgage pre-qualification process should be very thorough and keep your clients engaged in the process is tantamount to be successful.
The Five Best Features for Mortgage CRMs
Jul 06, 2021The five best features for mortgage CRMs will help you make the right choice when picking which mortgage CRM you should invest in.
Top of Mind CRO Nick Belenky Honored as 2021 HousingWire Marketing Leader
Jul 01, 2021Nick Belenky has been honored as a 2021 HousingWire Rising Star for his leadership that has elevated Top of Mind’s brand and marketing strategy.
June Executive Chat: Elephants in the Room
Jun 24, 2021The Top of Mind team is dedicated to finding best practices for mortgage marketing professionals that yield results from day one.
Zero-Party Data: What Is It, And Why Should Mortgage Marketers Care?
Jun 22, 2021As GDPR and CCPA legislation becomes commonplace and third-party cookie support expires at the end of this year, the data collection landscape is changing quickly. Mortgage marketers are starting to rethink how they capture data to balance the requirements for creating a personalized homebuyer experience with new data privacy requirements.
Marketing in Spanish and Beyond: How Loan Officers Connect With the Hispanic Market
Jun 14, 2021Marketing in Spanish is one way loan officers can connect with the Hispanic market. Here’s why that’s important and how you can begin today.
Functions Mortgage Professionals Need in Their CRM Dashboard
Jun 14, 2021A mortgage CRM dashboard should be rife with all the information today’s loan officer needs at their fingertips all day and every day.
University Federal Credit Union Case Study
Jun 14, 2021University Federal Credit Union uses Surefire's email marketing for credit unions to create a memorable borrower experience.
Are You Sharing Milestones Between Surefire CRM and Your Floify Mortgage POS?
Jun 04, 2021Surefire CRM and Floify work in tandem to deliver more loans that close with rule-based workflows and best-of-breed communications.
5 Ways to Take Loan Officer Landing Pages From Good to Great
Jun 03, 2021Loan officer landing pages must stand out in the digital landscape to capture quality mortgage leads. Here are 5 tips for taking yours from good to great.
The Trending Mind Live | Sales Boomerang
Jun 02, 2021Watch Sales Boomerang and Surefire as they uncover the secrets to retaining clients for life with opportunity alerts.
The Trending Mind Editor's Cut: Sales Boomerang
Jun 02, 2021Sales Boomerang and Surefire help mortgage lenders uncover and win business opportunities with existing customers.
Ryan Minard Honored as 2021 HousingWire Rising Star
Jun 02, 2021Ryan Minard has been honored as a 2021 HousingWire Rising Star for his commitment and effectiveness as a customer success champion.
Social Media Marketing Tools That Help Loan Officers Maximize Their Online Presence
May 28, 2021Use these social media marketing tools to engage with homebuyers and referral partners like a pro.
5 Key Strategies to Attracting First-Time Homebuyers
May 28, 2021Attracting first-time homebuyers will be crucial in the purchase market. Use these strategies to find and win clients for life.
Mortgage Closing Gifts Fill Your Pipeline
May 26, 2021Closing gifts are a kind gesture a lender can give to their customers come post-close to thank them for their business. Choosing the right gift is crucial when building a client for life.
The Trending Mind Live | LendingPad
May 26, 2021In our first episode of The Trending Mind Live, we discuss how the integration of Surefire and LendingPad enhances the loan applicant experience.
The Trending Mind: Make It Personal
May 25, 2021The Surefire Retention Center is solving the problem of notoriously low customer retention rates mortgage lenders have faced for too long.
Surefire Creative | A Standalone Marketing Resource for Mortgage Lenders
May 25, 2021Surefire Creative is now available as a standalone option for mortgage lenders looking to add award-winning content to their business strategy.
The Top 5 Features That Make a Great Interactive Mortgage Calculator
May 21, 2021Interactive mortgage calculators educate buyers and refinance prospects. Great calculators should do more than just math; they should be motivational too.
Direct Mail Enjoys Resurgence in Omnichannel Mortgage Marketing
May 21, 2021Direct mail flyers and postcards for mortgage bankers and brokers are still an effective way of sourcing new and repeat mortgage business.
May Executive Chat: Finding Balance
May 20, 2021The Top of Mind team is dedicated to finding best practices for mortgage marketing professionals that yield results from day one.
The Trending Mind Editor's Cut | LendingPad
May 19, 2021In an industry where the integrated tech stack is crucial, Surefire and LendingPad are bettering the daily lives of loan officers.
Social Media Marketing Posts Loan Officers Can Use to Generate Leads
May 19, 2021Social media marketing posts that generate mortgage leads earn engagement by inviting interaction and starting conversations.
The Complete Guide to Mortgage Landing Pages
May 14, 2021The Complete Guide to Mortgage Landing Pages covers how to turn your landing pages into a lead generation machine.
Winning In A Purchase Market
May 14, 2021As we move closer to a purchase market, marketing will become more critical than ever for loan officers. Here's what you should be doing to prepare.
The Trending Mind: The People Behind the Product
May 13, 2021In the April issue of The Trending Mind, we recap our new Facebook Live series and introduce you to the experts working behind the scenes.
Inside the Lenders Studio: Kristi Piatz | Summit Mortgage
May 13, 2021Hear from Kristi Piatz of Summit Mortgage talk about the adjustments her business made to keep up with the current market.
Mortgage Text Messaging Do’s and Don’ts
May 07, 2021Mortgage text messaging can get results even while adhering to both the TCPA and TILA-RESPA. Here are do’s and don’ts for texting in your mortgage business.
Top of Mind Launches ‘Retention Center’ to Help Loan Originators Foster Customer Loyalty
May 06, 2021Top of Mind announces the Surefire CRM Retention Center to help loan originators foster repeat and referral business.
A Guide to Mortgage Opportunity Notifications
May 05, 2021Mortgage business opportunity notifications help you secure a steady stream of otherwise missed business. It’s worthwhile to maximize their potential.
Email Marketing for Credit Unions: 3 Strategies for Delivering a World-Class Member Experience
Apr 28, 2021Email marketing for credit unions is as easy as set it and forget it with Surefire CRM, the top mortgage CRM software.
April Executive Chat: Turning Loan Officers Into Top Producers
Apr 28, 2021Working towards your goal of top-producer status? Surefire CRM can get you there with award-winning automated marketing workflows.
Mortgage Bankers Association Honors Top of Mind’s David Orsini as a 2021 Tech All-Star for Pioneering Advancements in Mortgage Marketing Technology
Apr 21, 2021Top of Mind's CPO David Orsini has been recognized as an outstanding mortgage technology leader through the MBA Tech All-Star Award Program.
The Trending Mind: Streamlining Communication
Apr 13, 2021In this episode of The Trending Mind, CRO Nick Belenky recaps our launch of Surefire's Power Video feature and our integration with MBS Highway.
Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy
Apr 13, 2021Rick Webster, VP of client strategy at Top of Mind, is welcomed as a resource for clients to achieve better outcomes and meet their goals.
Surefireside Chats: John Owens | SeaTrust Mortgage
Apr 12, 2021In this episode of Surefireside Chats, John Owens, president of SeaTrust Mortgage, shares his advice for professionals in today’s booming mortgage market.
Best Marketing Software Features for Mortgage Brokers
Apr 06, 2021Surefire CRM is the best CRM for small mortgage brokers to cast a long shadow and set themselves apart in a competitive mortgage market.
5 Technology Trends in Mortgage Marketing
Apr 06, 2021Mortgage marketing has changed right along with the pace of advancement in the internet, and technology trends in general.
Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM
Apr 06, 2021The Salesforce and Surefire connection enables real-time bidirectional syncing to automate and expedite the lending process.
DIY Mortgage Social Media Marketing Tools
Apr 02, 2021Don’t feel overwhelmed when choosing mortgage social media marketing tools. Plenty of options make it easy to manage your own program without hiring help.
4 Proven Mortgage Marketing Tips for Loan Officers in 2021
Apr 01, 2021Mortgage marketing takes many forms. One can pursue what most interests them, or what has proven to work time and again, regardless of market conditions.
5 Effective Ways to Use Marketing Automation
Apr 01, 2021Marketing automation can help individual loan officers or mortgage company marketing executives win more clients, more easily, more of the time.
Top of Mind’s Surefire CRM Integrates with LendingPad LOS to Streamline Communication Throughout the Loan Origination Process
Mar 31, 2021The direct API connection enables real-time sharing of contact records and loan milestones between LendingPad and Surefire CRM,
7 Marketing Strategies to Help Credit Unions Attract New Members and Drive Growth
Mar 29, 2021Marketing strategies for credit unions are just a click away. Lean these 7 strategies that can attract new members and drive growth to credit unions.
Real Estate Report Cards Are Available Through Surefire and MBS Highway Integration
Mar 25, 2021Surefire CRM's integration with MBS Highway positions lenders and their real estate agent partners as market experts with Real Estate Report Cards.
March Executive Chat: Go With the Flow
Mar 25, 2021Mortgage brokers asked, and we listened. In addition to enhancing Surefire's functionality for brokers, we added more training, staff, and support.
How to Use Mortgage Comparison Tools to Grow Your Business
Mar 19, 2021Mortgage comparison tools allow prospective borrowers to compare loan options based on the factors that they should use.
Speed to Lead - Why Being First Can Earn You the Business
Mar 18, 2021It’s been important, but never more so than now, to reply as immediately as possible to inbound leads. For if you don’t, your competition will.
Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds
Mar 18, 2021Power Video is the best-in-class mortgage marketing video application for lending professionals housed right inside of Surefire CRM.
Mortgage Software Terminology and Acronyms You Should Know
Mar 17, 2021Like the mortgage industry itself, mortgage software comes with its own alphabet soup of acronyms and terms. Here are some it helps to know.
FEMBi Builds Better Relationships With Bilingual Borrowers Using Surefire CRM’s Spanish-Language Content
Mar 17, 2021Learn how Surefire's library of Spanish-language content for all customer stages helped FEMBi significantly increase market reach.
Inside the Lenders Studio: Andy Zemon | Waterstone Mortgage
Mar 15, 2021Hear from Andy Zemon of Waterstone Mortgage about what it means to truly make an impact as a top-producing loan officer.
5 Marketing Automation Strategies to Help Wholesale Lenders Increase Awareness and Reach
Mar 12, 2021To stay competitive, wholesale lenders and third-party originators (TPO) need to offer differentiation while maintaining communication with clients.
Embracing Marketing Automation to Drive Speed and Engagement for Consumer Direct Lenders
Mar 11, 2021Consumer direct lenders choose Surefire CRM for marketing automation to develop custom communications for both prospective and current customers.
Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers
Mar 11, 2021The Surefire Lookbook is a new recruiting tool to attract mortgage sales talent and improve employee retention.
Developing an Omnichannel Marketing Strategy to Help Retail Mortgage Lenders Find, Win and Retain Borrowers
Mar 08, 2021Omnichannel marketing works extremely well when it is deployed inside a mortgage-centered marketing CRM like Surefire.
6 Digital Content Tips for More Effective Financial Services Marketing
Mar 08, 2021Financial services marketing is best when it fully embraces digital channels, where many standard rules still apply. Make yours great with these six tips.
Can Loan Comparison Calculators Help Borrowers Find the Right Loan?
Mar 04, 2021Mortgage loan comparison calculators can be used to help prospective borrowers select the best loan option for their needs.
Top of Mind Selected for HousingWire’s 2021 Tech100 List of Most Innovative Companies in Mortgage Technology
Mar 03, 2021Top of Mind is recognized as one of the most innovative technology companies serving the mortgage and real estate industries.
6 Mortgage Marketing Tips to Help Your Business Soar
Mar 02, 2021It's time to take your mortgage marketing strategy up a notch. Use these mortgage marketing tips to make your business soar.
3 Ways Mortgage Marketing Content Can Set You Apart
Mar 02, 2021Mortgage marketing content on interest rates will garner leads, but at a higher cost to your margins. Using the right content can change that.
Surefireside Chats: Ian Nixon, Essex Mortgage
Feb 26, 2021In this episode of Surefireside Chats, hear from top mortgage marketing leader, Ian Nixon of Essex Mortgage.
Mortgage Refinance Data Poll
Feb 26, 2021Mortgage marketing tech supported record-setting refi volumes in 2020. Here's how mortgage CRMs can handle projected record purchase volumes in 2021.
Turbocharge Salesforce Through Surefire Integration
Feb 25, 2021Surefire's public API enables bi-directional syncing with Salesforce (and your other mortgage systems) in real-time to expedite the lending process.
February Executive Chat: Surefire and Salesforce
Feb 25, 2021At Top of Mind, we’re team players who celebrate tech diversity. Get the best of both worlds with Surefire and Salesforce.
Help Your Borrowers Find the Right Loan with Mortgage Calculators
Feb 19, 2021The right mortgage calculators can help borrowers identify the best mortgage program and the one that's most financially beneficial to their overall needs.
Top of Mind Elevates Nick Belenky to Chief Revenue Officer
Feb 16, 2021Nick Belenky will lead Top of Mind’s marketing, sales and customer experience teams as chief revenue officer.
Mortgage Compliance: What You Need to Know
Feb 12, 2021Here's what you need to know about mortgage compliance so you can deliver a mortgage marketing program that follows the rules and doesn't stress you out.
5 Reasons a Closing Gift Can Leave a Lasting Impression
Feb 12, 2021A home purchase or refinance closing gift is not only thoughtful and appreciated, but it can also be good for your business as a result.
Surefire CRM by Top of Mind Integrates With Blend to Optimize Borrower Experience, Expedite Mortgage Loan Application Process
Feb 11, 2021Surefire and Blend help LOs close more loans with prefilled loan applications and alerts of in-process applications.
Tools to Help Increase Mortgage Lead Generation
Feb 06, 2021Looking for mortgage lead generation tools? Look in your own database! Here are 5 ways to mine leads from the customer lists you already have.
How to Become a Mortgage Broker
Feb 06, 2021Becoming a mortgage broker can be a big step up for established mortgage loan originators or a first step into the industry for outsiders.
January Executive Chat: Mortgage Marketing University
Jan 29, 2021Expand your professional skills, generate more leads, close more deals and delight your customers with our free online training.
3 Tips to Help Retail Mortgage Lenders Increase Inbound Leads
Jan 28, 2021To keep a balanced pipeline, every retail mortgage lender must maintain a steady stream of inbound leads with prospects ready to act.
Mortgage Marketing University – A New Chapter in Our Commitment to Helping Mortgage Professionals Grow Their Businesses
Jan 27, 2021Mortgage Marketing University is a free, online resource we're offering to get your 2021 started on the right foot. Enroll today!
Surefireside Chats: Wes Schueneman, SecurityNational Mortgage Company
Jan 25, 2021Hear from top mortgage marketing leader, Wes Schueneman of SecurityNational Mortgage Company.
Understanding the Difference: Wholesale vs. Retail Lenders
Jan 21, 2021When promoting your mortgage company, it helps to understand your marketing wholesale lender options vs. retail lending operations options.
Top of Mind Launches Mortgage Marketing University to Help Mortgage Professionals Hone Their Marketing Abilities
Jan 21, 2021Grow your business and your career with Mortgage Marketing University, Top of Mind's free online training.
5 Things to Consider When Working with a Consumer Direct Lender
Jan 21, 2021A high-performing consumer direct lender invests in technology and borrower retention with Surefire, the top mortgage CRM.
How to Become a Mortgage Loan Officer
Jan 18, 2021Becoming a licensed mortgage loan officer can be hard work, yet it also can be the start of a very good and prosperous career. Start here.
Mortgage Marketing Trends: Mortgage Memes
Jan 18, 2021Memes are everywhere, and mortgage memes are among the funniest (at least to loan officers). Share wisely. What’s funny to you may put off a borrower.
Top of Mind’s Surefire Rounds Out 2020 as the Most Decorated Mortgage CRM and Marketing Automation Platform
Jan 12, 2021Top of Mind reflects on a stellar 2020 and enthusiastically anticipates a promising 2021.
5 Step Guide to Better Mortgage Marketing Results in 2021
Jan 06, 2021As the mortgage industry shifts back to a purchase market, loan officers can maximize their 2021 outreach with these five marketing steps to Realtors.
December Executive Chat: Surefire Summit 2020
Dec 23, 2020For the first time ever, we have made educational content from our Surefire Summit available industry-wide, on-demand.
Community Lenders See Clients Return Again (and Again and Again) with Top of Mind
Dec 23, 2020Our Client for Life Workflow has helped Buford Finance and Mortgage pull in nearly $43 million in additional volume from repeat business.
The Blueprints for Success Series
Dec 21, 2020Maximize your ROI and build the marketing engine of your dreams using Surefire CRM's out-of-the-box modules purpose-built for every type of lender.
Surefireside Chat: Ian Klein, US Mortgage
Dec 21, 2020Hear from top mortgage marketing leader, Ian Klein of US Mortgage.
Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing Customers
Dec 16, 2020Integration of Surefire’s powerful marketing automation with intelligent alerts from Sales Boomerang enables a 30% lift in loan volume.
3 Reasons to Use Facebook Ads for Leads
Dec 16, 2020Finding mortgage leads that convert to borrowers isn't easy. Facebook ads help loan officers capture the leads they need efficiently and effectively.
Inside the Lenders Studio: Mark Milam, Highland Mortgage
Dec 15, 2020Hear from top-producing lender Mark Milam of Highland Mortgage.
How Mortgage Marketing Postcards Can Help Your Business
Dec 07, 2020Sending mortgage marketing postcards via the postal service may seem antiquated to many; however, that’s exactly why you should be sending them.
November Executive Chat: There’s Nothing Quite Like Having an Expert in Your Corner
Dec 03, 2020After almost 18 years of serving mortgage professionals, Surefire has gone where no other CRM has gone before.
Tools and Tactics to Help You Get Quality Mortgage Leads
Dec 01, 2020Quality mortgage leads can be a hard thing to acquire. Rate shoppers are a dime a dozen and, they can be pretty fickle, even with the best of intentions.
The Trending Mind: Experience Matters
Nov 24, 2020We’ve got the numbers: 450 years of mortgage experience and tens of thousands of users. But, the real experience is in implementing proven best practices.
Social Media Marketing Guide
Nov 24, 2020Building your social media brand may be easier than you expect when you use a purpose-built mortgage CRM like Surefire.
How Will Mortgage Compliance Impact Your Business in 2021?
Nov 20, 2020While all mortgage compliance is important, some rules command more attention at different times. Here are a few compliance leaders to watch in 2021.
Does Your CRM Add to the Experience of Working With Your Company?
Nov 17, 2020Invest in a mortgage CRM that marries great technology and great content to see why experience matters.
Tips for Successful Mortgage Email Campaigns in 2021
Nov 13, 2020Successful mortgage email campaigns in 2021 may look a lot like those in previous years, but you’ll want to remember these important lessons from 2020.
Why Do Top Experts Use Mortgage Marketing Automation?
Nov 13, 2020Highly successful loan officers often have different styles, yet one thing is typically common amongst them – they employ mortgage marketing automation.
Surefireside Chat: Kim Bratic, Alcova Mortgage
Nov 12, 2020Hear from the industry's top marketing leaders as they raise the bar one campaign at a time.
When Evaluating Mortgage CRMs, Experience Matters
Nov 11, 2020When we ask our mortgage lender customers why they continue to prefer Surefire CRM, here’s what they tell us.
3 Reasons Why New Buyers Prefer SMS Mortgage Marketing
Nov 09, 2020Smartphones are virtually ubiquitous. Using SMS mortgage marketing to reach your prospects can position you to communicate readily via their oft preferred method.
Surefire CRM by Top of Mind Integrates With Floify to Maximize Mortgage Loan Originators’ Sales Process
Nov 03, 2020Surefire CRM and Floify work to deliver more loans that close with rule-based workflows and best-of-breed communications.
The Trending Mind: Creative Content
Oct 30, 2020Lenders are feeling betrayed by full-service marketing platforms that show up totally empty.
Convert Past Customers to Lifetime Clients with Creative Content
Oct 29, 2020Your borrowers will become clients for life with Surefire's creative marketing content.
3 Things to Include in Your Next Mortgage Marketing Video
Oct 23, 2020Many loan officers use mortgage marketing videos to manage busy pipelines and secure future business. Here are 3 ideas to make your next video stand out.
The Best Ways to Handle Your Mortgage Contact Management
Oct 23, 2020Your partners, clients, leads, prospects, etc., are the life-blood of your business. Keep their info at your fingertips with mortgage contact management.
October Executive Chat: All Marketing Content Is Not Created Equal
Oct 23, 2020Educate and delight consumers with Surefire's award-winning creative content library.
5 Marketing Ideas for Loan Officers and Mortgage Brokers
Oct 19, 2020Hearing the same marketing ideas for loan officers and mortgage brokers over and over? Here are some new ideas and a fresh spin on the classics.
What Is the Difference Between Mortgage CRM and LOS Software?
Oct 19, 2020A CRM program is different and more versatile than loan origination software. Done right, one gets and keeps you positioned to take advantage of the other.
How Creative Content Keeps Borrowers Engaged During a High-Volume Year
Oct 16, 2020Get your loan applicants to the finish line with Surefire creative content.
Supercharge Your Outbound Marketing with MBS Highway
Oct 13, 2020As outbound phone calls re-emerge as a powerful marketing tool, fit more calls that are equally effective into an already jam-packed day.
Top of Mind’s ‘Client for Life’ Workflow Helps Mortgage Lenders Hang on to 2020’s Record-Breaking Influx of Refi Customers
Oct 12, 2020Learn how Surefire's 'Client for Life' Workflow helped InterLinc achieve their client retention goals.
11 Great Social Media Marketing Examples for Mortgage Loan Officers
Oct 09, 2020Mortgage loan officers know social media marketing is important for growing your business. But, sometimes, you just need a good idea for something to post.
VIP Mortgage Implements Surefire Power Messaging by Top of Mind, Generates Hundreds of Extra Deals in Q2 2020
Oct 07, 2020Surefire's Power Messaging takes VIP Mortgage's marketing from zero to hero.
Top of Mind’s Surefire CRM Among Top Finishers in 2020 Digital Mortgage Demo Competition
Oct 05, 2020Surefire by Top of Mind earned a second runner up spot at the 2020 Digital Mortgage Conference.
VIP Mortgage Wins Over LOs with SurefireCRM’s Administrator-Led Marketing Campaigns
Sep 21, 2020Learn how VIP Mortgage turned their marketing department around using SurefireCRM.
With Mortgage CRM, Know When to Automate — and When to Apply a Human Touch
Sep 09, 2020Embrace a mortgage CRM with marketing automation technology that knows when to be completely automated and when to employ a human element.
Top of Mind’s ‘Client for Life’ Workflow Selected as Finalist in International Content Marketing Awards
Sep 08, 2020Top of Mind Networks has been named a finalist in the Content Marketing Institute’s (CMI) 2020 Content Marketing Awards.
With FHFA changes, bad news has changed to better news! Help your borrowers beat the rush for a refi.
Aug 31, 2020The FHFA has announced it will delay the “adverse market conditions” fee on refinance transactions until December 1st.
CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity
Aug 27, 2020CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks.
August Executive Chat: What does it really take to keep a client for life? It depends on who you ask.
Aug 25, 2020For Top of Mind, keeping clients for life means keeping in touch. It sounds simple, but it isn’t easy.
The Three Biggest Factors Standing Between You and Lifelong Customers
Aug 21, 2020The key to cultivating lifelong clients is keeping in touch. As straightforward as that sounds, there are lots of factors involved.
Free Webinar- Secrets of the 6 Figure Originator: Mastering Repeat & Referral Business
Aug 20, 2020Join and learn how Surefire's set and forget technology can be your secret weapon to maximize repeat and referral business.
5 Costly Myths Even Smart Mortgage Executives Believe About Direct Mail — Debunked
Aug 20, 2020Independent research explains why direct mail deserves a place in your marketing mix.
The Trending Mind: Creating Clients for Life
Aug 14, 2020With historically low interest rates and millions of refis pouring in, lenders need a little nudge in to keep investing in their future success.
How to Create a Mortgage Marketing Plan That Will Convert
Aug 12, 2020Having a mortgage marketing plan is critical, but it shouldn’t be deployed occasionally. It should be an ongoing part of your everyday business.
Presidential Bank Mortgage supercharges 30 years of customer contacts with SurefireCRM
Aug 07, 2020Learn how Presidential Bank Mortgage supercharged 30 years of customer contacts with Surefire.
7 Must-Have CRM Compliance Features for Mortgage Marketing
Aug 05, 2020The right industry-specific CRM platform will make compliance in mortgage marketing easy. Here are 7 features compliance officers need in a mortgage CRM.
Surefire CRM by Top of Mind Networks Named Product of the Year by BIG
Aug 05, 2020Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has been named a 2020 Product of the Year by the Business Intelligence Group (BIG)
The Trending Mind: Connectivity is Key
Jul 30, 2020Dealing with a sprawling tech stack is hard work and headaches for IT, tough to learn for already busy loan officers, and it can quickly drive up costs for a lender.
July Executive Chat: When it rains, it pours.
Jul 30, 2020With record-low interest rates, our customers continue to report that sales pipelines are filling faster than they can be emptied.
A Summer Well-Spent: National Intern Day Spotlight
Jul 30, 2020Happy National Intern Day! Check out our Q&A to spotlight the future of the working world we proudly have here at Top of Mind Networks.
9 Unique Mortgage Marketing Campaign Ideas
Jul 30, 2020Create effective mortgage marketing campaigns by tailoring messages for your target audience and processes. Get started with 9 mortgage marketing ideas.
6 Ways Mortgage Marketing Automation Will Help Your Business
Jul 30, 2020Mortgage bankers and brokers that use mortgage marketing automation tools can manage and grow their business exponentially.
TCPA: A Text Messaging Compliance Guide for Mortgage Industry Leaders
Jul 29, 2020Smart salespeople will always find a way to be where their consumers are. Today that means being able to communicate by text message.
How Mortgage Pipeline Software Can Help Grow Your Business
Jul 29, 2020Today’s mortgage pipeline software is far more advanced than ever and easily trumps even tried and true manual systems of years gone by.
5 Reasons to Not Use Spreadsheets for Your Loan Origination Pipeline
Jul 28, 2020There are far better ways to effectively and efficiently manage your business using mortgage pipeline management software.
Surefire and MobilityRE Fuel Mortgage Loan Officer and Real Estate Agent Collaboration
Jul 28, 2020Experience game-changing real estate market intelligence, collaboration and analytics tools from MobilityRE to SurefireCRM.
How important is digital marketing content in your mortgage software?
Jul 28, 2020Digital mortgage software linked with powerful mortgage content from an industry leading provider helps loan originators work smarter and faster.
How a Mortgage CRM Helps with Social Media Marketing
Jul 26, 2020Busy mortgage bankers and brokers can benefit from social media marketing, but to do it best, a mortgage CRM system is essential.
SimpleNexus and Surefire CRM Help Mortgage Lenders Curb Abandoned Applications and Build Books of Business
Jul 21, 2020SurefireCRM has added two-way data sync to its integration with digital mortgage app SimpleNexus.
Mortgage Marketing Tools Every Loan Officer Needs Today
Jul 21, 2020Much has changed in the world of mortgage marketing tools. Digital mortgage software and mortgage CRM systems make marketing more efficient than ever before.
Open House Intelligence Converts Attendees to Customers for Life
Jul 17, 2020The majority of open house attendees are in the earliest stages of their home purchase journey — they want to find a home to fall in love with.
7 Elements that All Mortgage Marketing Postcards Should Have
Jul 15, 2020Designing the perfect mortgage marketing postcard can be challenging. In order to make sure your campaign is successful, make sure you have these 7 elements.
How to Pick the Right Mortgage Email Marketing Software
Jul 08, 2020Mortgage email marketing goes well beyond typical concerns about improving open rates. Mortgage marketers must think about compliance, the mortgage process, cobranding and more.
3 Ways to Measure the Success of Your Mortgage Email Marketing
Jul 02, 2020Look beyond click through rates to measure the effectiveness of your mortgage email marketing. Here are 3 ways top mortgage CRMs can help you dig deeper to identify your most effective messages.
Cure These Productivity Pain Points With Mortgage Marketing Automation Tools
Jul 01, 2020As mortgage companies grow, their marketing teams increasingly rely on automation tools to centralize the management of marketing efforts and ensure brand consistency.
June Executive Chat: Don’t Solve the “Do More With Less” Equation on Your Own
Jun 24, 2020You don’t have to solve the “do more with less” equation on your own. We want to delight every Top of Mind customer with inarguable success.
Top of Mind Places Among the World’s Top Creators of Video Content in 41st Annual Telly Awards Competition
Jun 17, 2020ATLANTA, Ga., June 17, 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, took home four trophies in this year’s 41st Annual Telly Awards.
SecurityNational Mortgage Company Engages 10 Times as Many Customers with 10 Times Fewer Resources Using Surefire CRM
Jun 10, 2020A top-50 retail mortgage lender with 800-plus employees, SecurityNational Mortgage Company (SecurityNational) has served communities coast-to-coast since 1993. SecurityNational pins its success on delivering top-notch service and expert-level guidance to pair borrowers with the best-fit mortgage for their financial situation.
Top of Mind Lead Project Manager Maggie Mae Named 2020 HousingWire Rising Stars Award Honoree
Jun 10, 2020With more than 10 years in the industry, Maggie Mae is a respected leader known by insiders as the “mad scientist” of mortgage marketing. She began her career as a junior loan officer in 2008, during a time of changes and challenges. Despite joining the industry at the same time
CRMs With Built-In Compliance Controls Provide a Happy Medium to Lenders
May 28, 2020CRMs with built-in compliance controls provide a happy medium to lenders stuck between a rock and a hard place.
Surefire Helps TexasLending Build Relationships With Thousands of Lone Star Residents a Month With Just 35 Loan Officers
May 28, 2020SurefireCRM helps TexasLending.com build relationships with thousands of Lone Star Residents.
Free Flyer 3-Pack: The Fed and Mortgage Rates
May 28, 2020When mortgage rates fall, they’re bound to hit a floor. Explain to your contacts why mortgage rates aren’t zero, even if Fed rates are.
Compelling, Creative Marketing Drives Business
May 26, 2020Content that lacks emotional connection is at risk of gathering dust. First impressions are formed in a matter of seconds, or sometimes in less than one second, according to researchers from Princeton University. In such a short time span, borrowers cannot meaningfully differentiate between your rate sheet and that of
Top of Mind Wins Eight International Hermes Awards for SurefireCRM’s Creative Videos That Help Mortgage Lenders Engage Prospects and Customers
May 12, 2020ATLANTA, Ga., May 12, 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, was recognized with four platinum and four gold awards for outstanding corporate marketing in the 2020 Hermes Creative Awards.
Top of Mind Enhances ‘Client for Life’ Workflow to Help Lenders Retain 2020’s Record-Breaking Influx of Refi Customers
May 05, 2020Surefire's Client for Life workflow is a five-year, 'set it and forget it' workflow that now includes exclusive Power Calls and Power Messaging features.
Power Messaging Gives Loan Originators Text Messaging Capabilities
Apr 01, 2020ATLANTA, Ga., (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 the release of Power Messaging, a feature that enables SurefireCRM users to deliver high-touch text communication to consumers at scale.
Top of Mind Wins 4 AVA Digital Awards for Creative Content
Mar 24, 2020ATLANTA, Ga., (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, took home four platinum and four gold awards in the 2020 AVA Digital Awards competition.
Lenders One Announces Member, Preferred Provider and Capital Markets Grow at Its March Summit
Mar 02, 2020AVENTURA, Fla., (GLOBE NEWSWIRE) -- Lenders One Cooperative, a national alliance of independent mortgage bankers, today kicks off its annual March Summit in Aventura, FL. The cooperative celebrates its continued growth and will feature keynotes from boxing legend Sugar Ray Leonard and industry standout Barry Habib, member-only networking sessions and
Loan Officers Executing Automated Marketing Campaigns Close Twice the Deals, Earn Double Revenue, Top of Mind Finds
Feb 04, 2020ATLANTA, Ga., (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 released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number
Are Your Vendors CCPA-Ready?
Jan 26, 2020Effective January 1, the California Consumer Privacy Act (CCPA) secures new rights for California consumers. If your organization does any meaningful business in California, you're probably on the hook regardless of where you're headquartered.
CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response Time
Jan 21, 2020ATLANTA, Ga.(SEND2PRESS NEWSWIRE) — CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire’s new Power Calls capability with CardTapp’s
Top of Mind Expands Mortgage Compliance Solutions with CCPA Readiness Ahead of January 1 Deadline
Dec 30, 2019ATLANTA, Ga. (SEND2PRESS NEWSWIRE) — Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced that its Surefire CRM is ready to help mortgage lenders meet their obligations under the California Consumer Privacy Act (CCPA).
Surefire by Top of Mind Networks Once Again Ranked as Number One Mortgage CRM System
Aug 14, 2019ATLANTA— (BUSINESS WIRE)— Surefire by Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, has once again been ranked as the number one most used customer relationship management (CRM) system for mortgage origination in STRATMOR Group’s Technology
Top of Mind Networks Adds BombBomb Integration to Surefire CRM
Jun 19, 2019ATLANTA— (BUSINESS WIRE)—Top of Mind Networks, a leader in customer relationship management and marketing automation software for the mortgage lender and real estate industries, is pleased to announce that it has integrated with BombBomb, a personalized video tool.
Top of Mind Networks Announces New Cleveland Office
May 21, 2019ATLANTA— (BUSINESS WIRE)—Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, is pleased to announce the opening of its new office in Cleveland, Ohio. This new Technology Center represents the continued growth of Top of Mind Networks
Surefire by Top of Mind Networks Ranked Number One Mortgage CRM System in Recent Technology Study
Apr 17, 2019ATLANTA— (BUSINESS WIRE)— Surefire by Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, has been ranked the number one most used mortgage customer relationship management (CRM) system for mortgage origination in STRATMOR Group’s 2018 Technology Insight
Top of Mind Networks Names Alberga, Enright and Leiter to Leadership Team
Feb 15, 2019ATLANTA— (BUSINESS WIRE)—Top of Mind Networks, a leader in customer relationship management and market automation software for the mortgage lender and real estate industries, announced the appointment of three new executives: Nicolas Alberga, Chief Financial Officer; Erik Enright, Chief Technology Officer; and Amy Leiter, Chief Success Officer.
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