Benefits of Using Blend and Surefire Together

The partnership between Blend and Surefire CRM unifies systems of record and best-in-class services to deliver seamless experiences for both lenders and their customers.

The Surefire and Blend combo is an enhancement to an LO’s toolkit. LOs can receive data from Blend as costumers complete their loan applications and send automated, targeted messaging as appropriate, even if the customer stalls.

This integration enables lenders to improve marketing ROI by enhancing the mortgage application process with an app that’s already designed for conversion. Blend events trigger communication to borrowers and the LO at the best frequency to deliver timely updates and additional opportunities to promote app-to-funding turn times.

Key Features

• Capture higher quality applications by guiding the borrower through best-of-breed rule-based workflows to help deliver loans that close.
• Receive in-process updates on a borrowers’ application progress so it’s easy to supplement automated communication with personal interaction when needed.
• Streamline processes for all stakeholders including borrowers, loan teams, and real estate agents, all on one platform.