If nearly twenty years in the mortgage business has taught us anything, it’s that no two mortgage lenders are exactly the same. Organization size, service style, lines of business and customer demographics are just some factors that differentiate one company from the next.
So naturally, in today’s digital mortgage Renaissance, no two lender tech stacks look the same. APIs and integrations abound, mortgage lenders are connecting disparate software systems and terraforming digital mortgage universes designed to sustain and grow their market footprint.
Many of our customers rely on Salesforce — especially those with more complex operational structures such as consumer direct lenders, wholesalers, depository banks and credit unions — as the single source of truth that binds all other software systems together. But just because we’re a CRM doesn’t mean you should be clandestine about your Salesforce relationship.
Whether you’ve implemented or are thinking about implementing Salesforce or another technology, reach out. We may be able to give you helpful advice for optimizing your integration. Our goal is to make it as easy as possible for you to access Surefire’s proven mortgage marketing workflows and award-winning content within your Salesforce-centric tech stack.
Surefire has a public API that enables real-time bi-directional syncing with Salesforce (and your other mortgage systems) to automate and expedite the lending process. By exploiting our public API, you can prefill mortgage applications, keep the loan process on track with milestone notifications and trigger marketing automation campaigns. What’s more, our bi-directional communication with Salesforce helps keep you TCPA compliant by relaying communication and privacy preferences across platforms.
Kind regards,
Bill Hayes
CEO, Top of Mind Networks