Surefire CRM provides users with the best-in-class features of a constantly growing mortgage technology tool.
Features
Work with a suite of features designed specifically to help mortgage professionals market to their database, improve referral relationships, and close more loans.
Lead Generation
Fire up your pipeline with Power Calls
Unleash your potential with Power Messaging
Automate lead capture with forms
Mine your database with ease with Rate Alerts
Add and manage contacts from anywhere with Surefire Mobile
Point of Sale
Create dynamic single property sites in minutes with 650+ MLS boards and over 2 million listings
With just a few clicks, create an open house flyer (including rate table) for a partner’s home listing
Bring leads in from anywhere on the web through the use of custom forms, surveys and landing pages
Integrations
Integrate with your LOS (Loan Operating System) in real-time to ensure that your client database is always up to date
We work with many partners to help you simplify processes. Take advantage of our Zapier integration to sync and send leads directly to your Surefire database and avoid unnecessary costs
Open APIs are included in your subscription and open to developers
Customer Relationship Management
Automate your marketing with email and print workflows
Stay connected after the close with our Client for Life workflow, including closing gifts
Don’t want to lift a finger? Set up recurring deployments at any time interval
Award-Winning Creative
Dazzle prospects, clients and partners with dynamic, relevant and fun interactives, video, calculators and games
Generate professional-quality flyers with the click of a button
Easily share updates and content to your social media pages directly from our Media Library
Choose from hundreds of email templates to send professional communications without having to spend an hour Googling and typing
Artificial Intelligence/Analytics
Automate database marketing
Benefit from constant, intelligent monitoring of your entire database
Receive notifications when a client’s home is listed or when they trigger a credit inquiry
Partner Management
Keep partners engaged with targeted campaigns and co-branded content so clients remember who to call for their lending or real estate needs for years to come
Build your own workflow or use an existing one to strengthen partner relationships
Align yourself with the industry’s most advanced compliance solution on the market with Surefire’s PartnerNetwork.
Personalized, exclusive digital and print marketing pieces to boost your co-branding efforts
Allow co-branded partners to participate and be billed directly, without having to create a log in
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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.