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.
Networking events are an important way to begin and enhance working relationships with both potential clients and referral partners.
Ad conversion rate measurement helps LOs gauge the effectiveness of their marketing spend. Surefire mortgage CRM can boost those metrics.
Credit union marketing strategies can benefit significantly if marketers utilize content designed from the start to foster engagement.
Loan 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.
Creating 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.
Integrating your POS, LOS, and PPE systems with your mortgage CRM is a crucial step in increasing your ROI.
The best mortgage closing gifts leave a long-lasting impression. These tips will help you choose memorable gifts that bring your borrowers back.
When banks and credit unions automate marketing for their businesses, they discover more deals while ensuring compliant and on-brand communications.
Creating 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?
A Mortgage Product Pricing Engine is imperative if you want to succeed in today's extremely competitive and fast-paced lending world.
As 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
Centralize your marketing using Surefire CRM's admin-driven mortgage marketing model.
Marketing 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 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.
Open house flyers remain an important tool in the real estate agent and loan officer toolbox. Be sure to include these components.
Wholesale mortgage software should enable wholesale lenders to grow their business, handle B2B communication, and support brokers’ B2C marketing efforts.
Mass 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 is an important pillar in a mortgage banker or broker’s overall plan.
Success metrics for mortgage marketing are unique to the industry. Mortgage professionals should measure list growth, closing cycles and revenue.
Company dashboards should provide lenders a look back and a path forward. They can track success metrics for production, performance, marketing and more.
Co-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.
In today's highly competitive housing market, mortgage brokers need to leverage effective content marketing strategies to stand out and attract potential homebuyers.
A well-designed and optimized landing page can significantly boost your mortgage lead conversion rates.
Lenders 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 frees up time for loan officers and mortgage brokers wanting to expand their reach but don’t have time for regular posts.
Building 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 rules are everywhere, including social media channels. Here are some mortgage compliance tips for loan officers entering the space.
This recent market downturn has made effective mortgage marketing central to maintaining volume and staying relevant in 2022’s competitive purchase market.
Discover 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.
Lenders 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’
A 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.
Connecting 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.
A contact database, when managed through a mortgage CRM, is a mortgage lead generation engine that continually feeds a loan officer’s mortgage pipeline.
Today’s mortgage pipeline software is far more advanced than ever and easily trumps even tried and true manual systems of years gone by.
A 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.
There can be many steps to becoming a mortgage broker, and if you also want to be the best, each step is progressively more important.
Surefire CRM is the best CRM for small mortgage brokers to cast a long shadow and set themselves apart in a competitive mortgage market.
Becoming a mortgage broker can be a big step up for established mortgage loan originators or a first step into the industry for outsiders.
Learn how mortgage brokers can overcome challenges in 2023, including rising interest rates and competition from digital lenders, with effective marketing strategies.
Improve your mortgage brokerage's document management with inbound handling strategies. Learn how to streamline loan application processing and secure data.
Uncover 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.
Discover 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.
Looking 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.
Learn mortgage marketing strategies for banks to effectively market mortgage products and overcome challenges like low differentiation, lengthy sales cycles, and regulatory requirements.
Discover how AVMs can improve your real estate marketing efforts. Use AVM data to attract clients, create targeted campaigns, and provide pricing decisions.
Explore critical document needs for mortgage brokers to secure a mortgage. Learn how mortgage POS and LOS systems work together to streamline the process.
In 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.
A 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.
Mortgage email marketing goes well beyond typical concerns about improving open rates. Mortgage marketers must think about compliance, the mortgage process, cobranding and more.
There are far better ways to effectively and efficiently manage your business using mortgage pipeline management software.
Discover 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.
One 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
In 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 for excellence in video marketing content. Recognized for its powerful Surefire customer relationship management (CRM) platform and mortgage marketing engine.
Mortgage 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.
To keep a balanced pipeline, every retail mortgage lender must maintain a steady stream of inbound leads with prospects ready to act.
As the mortgage industry shifts back to a purchase market, loan officers can maximize their 2021 outreach with these five marketing steps to Realtors.
Your partners, clients, leads, prospects, etc., are the life-blood of your business. Keep their info at your fingertips with mortgage contact management.
Homestar 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 is not an easy profession these days but recruitment never ends. Learn how CRM management helps your specific recruitment process here.
Mortgage 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.
Lender investment in marketing automation and text message marketing means meeting consumers on their mobile devices. Read how to invest in this effectively.
Timely and relevant outreach is typically best for mortgage marketing. But your need the right resources to reach the right borrowers. Learn more here.
Automated marketing tools help hiring managers engage while showing Loan officer prospects your institution has the marketing resources for success. Learn more.
Text message marketing, or SMS marketing, is a vital part of communication for today’s mortgage brokers and loan officers.
Mortgage marketing reporting capabilities are an essential component of mortgage marketing tools. A strong CRM for mortgage brokers can help with the task.
Both marketing automation and text message marketing are valuable capabilities at a time when responsiveness wins
Surefire's integration with MonitorBase helps generate new business opportunities by ensuring relevant content is deployed to the appropriate loan prospects in a timely manner.
Marketing is essential to any lender’s revenue generation strategy, but it can also be expensive.
All mortgage brokers need to succeed are reliable tools and solid mortgage marketing strategies, even in a high-cost, low-demand market.
Surefire’s API integration with Floify helps enhance lender productivity, borrower experience and referral partner relationships.
This recent market downturn has made effective mortgage marketing central to maintaining volume and staying relevant in 2022’s competitive purchase market.
Juggling 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.
Like 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 marketing strategies are unique in the mortgage world since brokers often work independently. Follow these 3 steps to success.
Mortgage tech stacks must evolve with the market to enable mortgage brokers to compete for better deals in an environment with fewer borrowers.
In 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.
Mortgage marketing content must be reviewed and adjusted to meet the changing economic environment. Mortgage loan officer marketing tools can help.
Mortgage social media posts should be coordinated to present cohesive, on-brand messaging. A social media calendar will help.
Loan officers have plenty of challenges during economic downturns. Purchase business slows, and fierce competition for referrals increases.
Top of Mind Networks has been named a finalist in the Content Marketing Institute’s (CMI) 2020 Content Marketing Awards.
Mortgage 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.
Lenders 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.
With 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.
Just 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 are a top source of leads for mortgage bankers and brokers. Teaming up to create mutual benefits should be your go-to approach.
How 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
Connecting 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.
Speed 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.
Creating a strong credit union marketing program that includes eye-catching mortgage marketing content should be a priority for credit union leaders.
Digital 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 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
Lenders that love their existing CRM can keep it and still supercharge their marketing by leveraging the power of mortgage marketing automation.
While 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.
To develop effective digital marketing, credit unions can identify target prospects and be specific in proposing solutions to their needs.
Credit union marketing can reach more millennials when it employs a three-tiered approach including social media, email and direct mail.
Nurture 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 start with defining a search profile then transition to posting on platforms where potential customers hang out.
While 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.
A contact database, when managed through a mortgage CRM, is a mortgage lead generation engine that continually feeds a loan officer’s mortgage pipeline.
Set 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 enables personalized, targeted marketing that takes lenders’ contacts from leads through borrowers all the way to returning clients.
Open house intelligence fuels lead generation and referral partner relationships for savvy mortgage loan officers, supporting a steady mortgage pipeline.
The 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 happen continuously. Of the expected trends in 2022, here are four that will likely impact mortgage lenders.
Digital 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.
In 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.
With intelligent compliance controls, mortgage lenders can reduce the risk of regulatory non-compliance and brand governance pitfalls
Today’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 optimizes your digital marketing and email marketing efforts by delivering brand consistency in the appropriate formats.
Our latest guests are loan officers and branch managers Greg Heiler, Jessica Ceballos and Michael Addison who hail from Dallas-based depository City Bank.
A digital marketing strategy for lead generation is a key component of planning for success when building a lender’s mortgage pipeline.
In this episode of Inside the Lenders Studio, we are joined by Clint Carver, a Utah-based loan officer at Beam Lending.
Mortgage 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.
While 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 dashboards should provide lenders a look back and a path forward. They can track success metrics for production, performance, marketing and more.
Eclosings 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.
In this episode of Inside the Lenders Studio, we are joined by Clint Carver, a Utah-based loan officer at Beam Lending.
The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to creating operational efficiencies
Custom videos with the contact’s deal information can grow your mortgage business through better service, more repeat business, and efficient implementation.
Success metrics for mortgage marketing are unique to the industry. Mortgage professionals should measure list growth, closing cycles and revenue.
There can be many steps to becoming a mortgage broker, and if you also want to be the best, each step is progressively more important.
In this episode of Inside the Lenders Studio, we are joined by Miriam Aiazzi, a mortgage banker at Network Funding.
Facebook 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 is an important pillar in a mortgage banker or broker’s overall plan.
The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to boosting new revenue.
Congratulations to Adam Josephson, a 2021 HousingWire Insider winner and our very own VP of customer success.
Mass 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.
Before buying mortgage leads, consider where they're coming from and if they're worth their salt.
In this episode of Inside the Lenders Studio, we are joined by Gloria Anderton, a mortgage banker at FEMBi Mortgage.
Dial in to faster calls, conversation starters, compliant standards, and more with Surefire Power Calls.
Marketing to Veterans is a productive and fulfilling way to attract the most deserving prospects mortgage originators will ever have the honor of working with.
Wholesale mortgage software should enable wholesale lenders to grow their business, handle B2B communication, and support brokers’ B2C marketing efforts.
The Mortgage Mortgage Marketing Automation Playbook sets mortgage professionals on their journey to boosting new revenue.
Mortgage lead qualification is key to determining if, how and when a lead can become a true prospect and ultimately, a new application.
Customer marketing creates a mortgage business where all borrowers are “current” clients (never past) and the firm practically markets itself.
In this episode of Inside the Lenders Studio, we are joined by Marc Edelstein, senior loan officer at Ross Mortgage.
In this episode of The Trending Mind, CRO Nick Belenky discusses how Surefire helps mortgage lenders thrive in every state of the market.
Surefire's tools help you uncover new lending opportunities, build a lasting rapport with clients and drive engagement across all channels.
The heartache of time-sensitive emails lost in an inbox or worse — the spam folder — can easily be avoided by opting for mass text messaging.
Building 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 rules are everywhere, including social media channels. Here are some mortgage compliance tips for loan officers entering the space.
The Mortgage Professional’s Guide to SMS Texting for Maximum Impact shows how to implement SMS Texting into your mortgage marketing strategy.
Hear from Floify CEO and Founder Dave Sims and Top of Mind CEO Bill Hayes discuss how mutual users share milestone data.
Mortgage professionals should look to their database in a mortgage lead management system to uncover existing lead opportunities.
Learn how the Surefire Retention Center builds successful loan officers with post-close marketing gifts and postcards that stand out.
In 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. Will Help Lender, Originator, Broker and Servicing Clients Further Drive Growth and Increase Customer Retention
Social 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.
The 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 will help you make the right choice when picking which mortgage CRM you should invest in.
Nick Belenky has been honored as a 2021 HousingWire Rising Star for his leadership that has elevated Top of Mind’s brand and marketing strategy.
The Top of Mind team is dedicated to finding best practices for mortgage marketing professionals that yield results from day one.
As 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 is one way loan officers can connect with the Hispanic market. Here’s why that’s important and how you can begin today.
A 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 uses Surefire's email marketing for credit unions to create a memorable borrower experience.
Surefire CRM and Floify work in tandem to deliver more loans that close with rule-based workflows and best-of-breed communications.
Loan 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.
Watch Sales Boomerang and Surefire as they uncover the secrets to retaining clients for life with opportunity alerts.
Sales Boomerang and Surefire help mortgage lenders uncover and win business opportunities with existing customers.
Ryan Minard has been honored as a 2021 HousingWire Rising Star for his commitment and effectiveness as a customer success champion.
Use these social media marketing tools to engage with homebuyers and referral partners like a pro.
Attracting first-time homebuyers will be crucial in the purchase market. Use these strategies to find and win clients for life.
Closing 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.
In our first episode of The Trending Mind Live, we discuss how the integration of Surefire and LendingPad enhances the loan applicant experience.
The Surefire Retention Center is solving the problem of notoriously low customer retention rates mortgage lenders have faced for too long.
Surefire Creative is now available as a standalone option for mortgage lenders looking to add award-winning content to their business strategy.
Interactive mortgage calculators educate buyers and refinance prospects. Great calculators should do more than just math; they should be motivational too.
Direct mail flyers and postcards for mortgage bankers and brokers are still an effective way of sourcing new and repeat mortgage business.
The Top of Mind team is dedicated to finding best practices for mortgage marketing professionals that yield results from day one.
In an industry where the integrated tech stack is crucial, Surefire and LendingPad are bettering the daily lives of loan officers.
Social media marketing posts that generate mortgage leads earn engagement by inviting interaction and starting conversations.
The Complete Guide to Mortgage Landing Pages covers how to turn your landing pages into a lead generation machine.
As 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.
In the April issue of The Trending Mind, we recap our new Facebook Live series and introduce you to the experts working behind the scenes.
Hear from Kristi Piatz of Summit Mortgage talk about the adjustments her business made to keep up with the current market.
Mortgage 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 announces the Surefire CRM Retention Center to help loan originators foster repeat and referral business.
Mortgage 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 is as easy as set it and forget it with Surefire CRM, the top mortgage CRM software.
Working towards your goal of top-producer status? Surefire CRM can get you there with award-winning automated marketing workflows.
Top of Mind's CPO David Orsini has been recognized as an outstanding mortgage technology leader through the MBA Tech All-Star Award Program.
In this episode of The Trending Mind, CRO Nick Belenky recaps our launch of Surefire's Power Video feature and our integration with MBS Highway.
Rick Webster, VP of client strategy at Top of Mind, is welcomed as a resource for clients to achieve better outcomes and meet their goals.
In this episode of Surefireside Chats, John Owens, president of SeaTrust Mortgage, shares his advice for professionals in today’s booming mortgage market.
Surefire CRM is the best CRM for small mortgage brokers to cast a long shadow and set themselves apart in a competitive mortgage market.
Mortgage marketing has changed right along with the pace of advancement in the internet, and technology trends in general.
The Salesforce and Surefire connection enables real-time bidirectional syncing to automate and expedite the lending process.
Don’t feel overwhelmed when choosing mortgage social media marketing tools. Plenty of options make it easy to manage your own program without hiring help.
Mortgage marketing takes many forms. One can pursue what most interests them, or what has proven to work time and again, regardless of market conditions.
Marketing automation can help individual loan officers or mortgage company marketing executives win more clients, more easily, more of the time.
The direct API connection enables real-time sharing of contact records and loan milestones between LendingPad and Surefire CRM,
Marketing strategies for credit unions are just a click away. Lean these 7 strategies that can attract new members and drive growth to credit unions.
Surefire CRM's integration with MBS Highway positions lenders and their real estate agent partners as market experts with Real Estate Report Cards.
Mortgage brokers asked, and we listened. In addition to enhancing Surefire's functionality for brokers, we added more training, staff, and support.
Mortgage comparison tools allow prospective borrowers to compare loan options based on the factors that they should use.
It’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.
Power Video is the best-in-class mortgage marketing video application for lending professionals housed right inside of Surefire CRM.
Like the mortgage industry itself, mortgage software comes with its own alphabet soup of acronyms and terms. Here are some it helps to know.
Learn how Surefire's library of Spanish-language content for all customer stages helped FEMBi significantly increase market reach.
Hear from Andy Zemon of Waterstone Mortgage about what it means to truly make an impact as a top-producing loan officer.
To stay competitive, wholesale lenders and third-party originators (TPO) need to offer differentiation while maintaining communication with clients.
Consumer direct lenders choose Surefire CRM for marketing automation to develop custom communications for both prospective and current customers.
The Surefire Lookbook is a new recruiting tool to attract mortgage sales talent and improve employee retention.
Omnichannel marketing works extremely well when it is deployed inside a mortgage-centered marketing CRM like Surefire.
Financial services marketing is best when it fully embraces digital channels, where many standard rules still apply. Make yours great with these six tips.
Mortgage loan comparison calculators can be used to help prospective borrowers select the best loan option for their needs.
Top of Mind is recognized as one of the most innovative technology companies serving the mortgage and real estate industries.
It's time to take your mortgage marketing strategy up a notch. Use these mortgage marketing tips to make your business soar.
Mortgage marketing content on interest rates will garner leads, but at a higher cost to your margins. Using the right content can change that.
In this episode of Surefireside Chats, hear from top mortgage marketing leader, Ian Nixon of Essex Mortgage.
Mortgage marketing tech supported record-setting refi volumes in 2020. Here's how mortgage CRMs can handle projected record purchase volumes in 2021.
Surefire's public API enables bi-directional syncing with Salesforce (and your other mortgage systems) in real-time to expedite the lending process.
At Top of Mind, we’re team players who celebrate tech diversity. Get the best of both worlds with Surefire and Salesforce.
The right mortgage calculators can help borrowers identify the best mortgage program and the one that's most financially beneficial to their overall needs.
Nick Belenky will lead Top of Mind’s marketing, sales and customer experience teams as chief revenue officer.
Here'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.
A 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 and Blend help LOs close more loans with prefilled loan applications and alerts of in-process applications.
Looking for mortgage lead generation tools? Look in your own database! Here are 5 ways to mine leads from the customer lists you already have.
Becoming a mortgage broker can be a big step up for established mortgage loan originators or a first step into the industry for outsiders.
Expand your professional skills, generate more leads, close more deals and delight your customers with our free online training.
To keep a balanced pipeline, every retail mortgage lender must maintain a steady stream of inbound leads with prospects ready to act.
Mortgage Marketing University is a free, online resource we're offering to get your 2021 started on the right foot. Enroll today!
Hear from top mortgage marketing leader, Wes Schueneman of SecurityNational Mortgage Company.
When promoting your mortgage company, it helps to understand your marketing wholesale lender options vs. retail lending operations options.
Grow your business and your career with Mortgage Marketing University, Top of Mind's free online training.
A high-performing consumer direct lender invests in technology and borrower retention with Surefire, the top mortgage CRM.
Becoming 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.
Memes 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 reflects on a stellar 2020 and enthusiastically anticipates a promising 2021.
As the mortgage industry shifts back to a purchase market, loan officers can maximize their 2021 outreach with these five marketing steps to Realtors.
For the first time ever, we have made educational content from our Surefire Summit available industry-wide, on-demand.
Our Client for Life Workflow has helped Buford Finance and Mortgage pull in nearly $43 million in additional volume from repeat business.
Maximize 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.
Hear from top mortgage marketing leader, Ian Klein of US Mortgage.
Integration of Surefire’s powerful marketing automation with intelligent alerts from Sales Boomerang enables a 30% lift in loan volume.
Finding mortgage leads that convert to borrowers isn't easy. Facebook ads help loan officers capture the leads they need efficiently and effectively.
Hear from top-producing lender Mark Milam of Highland Mortgage.
Sending mortgage marketing postcards via the postal service may seem antiquated to many; however, that’s exactly why you should be sending them.
After almost 18 years of serving mortgage professionals, Surefire has gone where no other CRM has gone before.
Quality 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.
We’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.
Building your social media brand may be easier than you expect when you use a purpose-built mortgage CRM like Surefire.
While all mortgage compliance is important, some rules command more attention at different times. Here are a few compliance leaders to watch in 2021.
Invest in a mortgage CRM that marries great technology and great content to see why experience matters.
Successful 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.
Highly successful loan officers often have different styles, yet one thing is typically common amongst them – they employ mortgage marketing automation.
Hear from the industry's top marketing leaders as they raise the bar one campaign at a time.
When we ask our mortgage lender customers why they continue to prefer Surefire CRM, here’s what they tell us.
Smartphones are virtually ubiquitous. Using SMS mortgage marketing to reach your prospects can position you to communicate readily via their oft preferred method.
Surefire CRM and Floify work to deliver more loans that close with rule-based workflows and best-of-breed communications.
Lenders are feeling betrayed by full-service marketing platforms that show up totally empty.
Your borrowers will become clients for life with Surefire's creative marketing content.
Many 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.
Your partners, clients, leads, prospects, etc., are the life-blood of your business. Keep their info at your fingertips with mortgage contact management.
Educate and delight consumers with Surefire's award-winning creative content library.
Hearing 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.
A 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.
Get your loan applicants to the finish line with Surefire creative content.
As outbound phone calls re-emerge as a powerful marketing tool, fit more calls that are equally effective into an already jam-packed day.
Learn how Surefire's 'Client for Life' Workflow helped InterLinc achieve their client retention goals.
Mortgage loan officers know social media marketing is important for growing your business. But, sometimes, you just need a good idea for something to post.
Surefire's Power Messaging takes VIP Mortgage's marketing from zero to hero.
Surefire by Top of Mind earned a second runner up spot at the 2020 Digital Mortgage Conference.
Learn how VIP Mortgage turned their marketing department around using SurefireCRM.
Embrace a mortgage CRM with marketing automation technology that knows when to be completely automated and when to employ a human element.
Top of Mind Networks has been named a finalist in the Content Marketing Institute’s (CMI) 2020 Content Marketing Awards.
The FHFA has announced it will delay the “adverse market conditions” fee on refinance transactions until December 1st.
CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks.
For Top of Mind, keeping clients for life means keeping in touch. It sounds simple, but it isn’t easy.
The key to cultivating lifelong clients is keeping in touch. As straightforward as that sounds, there are lots of factors involved.
Join and learn how Surefire's set and forget technology can be your secret weapon to maximize repeat and referral business.
Independent research explains why direct mail deserves a place in your marketing mix.
With historically low interest rates and millions of refis pouring in, lenders need a little nudge in to keep investing in their future success.
Having a mortgage marketing plan is critical, but it shouldn’t be deployed occasionally. It should be an ongoing part of your everyday business.
Learn how Presidential Bank Mortgage supercharged 30 years of customer contacts with Surefire.
The right industry-specific CRM platform will make compliance in mortgage marketing easy. Here are 7 features compliance officers need in a mortgage CRM.
Top 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)
Dealing 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.
With record-low interest rates, our customers continue to report that sales pipelines are filling faster than they can be emptied.
Happy 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.
Create effective mortgage marketing campaigns by tailoring messages for your target audience and processes. Get started with 9 mortgage marketing ideas.
Mortgage bankers and brokers that use mortgage marketing automation tools can manage and grow their business exponentially.
Smart salespeople will always find a way to be where their consumers are. Today that means being able to communicate by text message.
Today’s mortgage pipeline software is far more advanced than ever and easily trumps even tried and true manual systems of years gone by.
There are far better ways to effectively and efficiently manage your business using mortgage pipeline management software.
Experience game-changing real estate market intelligence, collaboration and analytics tools from MobilityRE to SurefireCRM.
Digital mortgage software linked with powerful mortgage content from an industry leading provider helps loan originators work smarter and faster.
Busy mortgage bankers and brokers can benefit from social media marketing, but to do it best, a mortgage CRM system is essential.
SurefireCRM has added two-way data sync to its integration with digital mortgage app SimpleNexus.
Much has changed in the world of mortgage marketing tools. Digital mortgage software and mortgage CRM systems make marketing more efficient than ever before.
The 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.
Designing the perfect mortgage marketing postcard can be challenging. In order to make sure your campaign is successful, make sure you have these 7 elements.
Mortgage email marketing goes well beyond typical concerns about improving open rates. Mortgage marketers must think about compliance, the mortgage process, cobranding and more.
Look 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.
As mortgage companies grow, their marketing teams increasingly rely on automation tools to centralize the management of marketing efforts and ensure brand consistency.
You 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.
ATLANTA, 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.
A 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.
With 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 stuck between a rock and a hard place.
SurefireCRM helps TexasLending.com build relationships with thousands of Lone Star Residents.
When 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.
Content 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
ATLANTA, 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.
Surefire'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.
ATLANTA, 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.
ATLANTA, 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.
AVENTURA, 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
ATLANTA, 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
Effective 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.
ATLANTA, 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
ATLANTA, 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).
ATLANTA— (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
ATLANTA— (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.
ATLANTA— (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
ATLANTA— (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
ATLANTA— (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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