Competing with Content

Creative Collateral to Boost Your Competitive Advantage

Send content that keeps customers engaged — effortlessly

Does your content have what it takes?

To capture customers’ attention in a record-breaking market, lenders need to deliver content that adds value. Thoughtful touches like annual birthday cards are a good place to start, but messages that educate, inform or entertain will have an even more powerful impact.

Surefire CRM’s creative content library, built by skilled mortgage marketing experts and updated every week, is designed to deliver the kind of “wow” factor that can prompt a former client to get back in touch for the first time in years. Then we make it easy to deploy content at scale with seamless connectivity to your LOS and last-mile delivery through our powerful marketing automation.

Content Solutions for Any Lender

Surefire lets lenders choose the tech stack that is perfect for their business. A full-stack solution utilizing Surefire’s CRM, Marketing Automation, Content Management System, and massive Mortgage Content Library is the best choice for the majority of lenders.

Some lenders choose to keep their CRM and implement Surefire’s Marketing Automation, Content Management System, and massive Mortgage Content Library through an API integration or prebuilt integration such as the one with Salesforce Lightning. Bringing your own CRM is a great choice to avoid the expense of bolting on generic “Totally Empty” marketing automation solutions that require extensive configuration and content creation and curation. Get the backing of our multi-million dollar marketing content team and go live in days, not months or years.

If you have already invested in a CRM and a marketing automation platform, Surefire Creative is the best way to scale your branding into the marketplace without scaling your creative design team! The cost of content creation is high, and managing co-branding and other mortgage-specific concepts in other CRMs can be daunting. Surefire Creative is the solution! With Surefire Creative, you can augment your media library with hundreds of additional items including complex interactives, calculators, and dynamic image-based mortgage content.

See how we create memorable content to fit the needs of all lenders. Learn More!

What Makes Surefire's Content Stand Out Above The Rest?

Always Engaging

Surefire creative gives customers multiple opportunities to engage with your brand. For example, our weekly Markets in a Minute update lets recipients toggle between a 7-day or 30-day view of recent mortgage rates and drill down to specific dates. Social sharing buttons create referral opportunities by making it easy for contacts to pass along your content to friends and family.

Highly Personalized

Many of our interactions are built on-the-fly using not only the customer contact information in our database but also real-time pricing data, public records and real estate data. The result is a uniquely personalized experience that will knock the socks off your customers and prospects.

Compliance-Friendly

Our approvals management function lets organizations grant user permissions based on job role, compliance history or level of experience, enabling innovation without inviting risk. Marketing activities are automatically documented, so you’re always audit-ready.

The Industry’s Largest Content Library

Tired of sending the same old emails? Choose from thousands of pieces of content (and growing) built for a variety of channels, including email, print, text message and voicemail.

Out-of-the-Box Workflows

Don’t have time to browse? Our Blueprints for Success make it easy to get started with recommended workflows for prospects, in-process loan applicants and past clients.

Choose Your Level of Customization

Apply your branding (or a referral partner’s) in a snap. Prefer to send something totally unique? Customize our content or upload your own collateral.