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.
Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.
Enterprise lenders demand choice and control over their mortgage marketing systems. Surefire lets the lender decide between immediate go live or consultative customized buildout. Surefire facilitates centralized marketing as well as loan officer driven marketing. Lenders can consume key reports from within Surefire or export data to you data warehouse or business intelligence platform via powerful APIs.
Larger enterprise organizations benefit from key integrations to their technology stack, including their LOS, POS, pricing engine and more. This seamless integration gives them a leg up against the competition.
The system structure makes it easy to manage branding throughout the organizational hierarchy. Plus, improve hiring and retention by offering LOs easy-to-use tools that will want them to stay part of your winning team.
From individuals to enterprise lenders, Top of Mind’s Surefire CRM is the preferred solution for mortgage lenders and mortgage loan officers. you have the power to win new business, earn repeat business and gain referral business with Surefire’s award-winning content and groundbreaking workflows that allow you to put your marketing efforts on autopilot.
Did you know that 78% of customers choose lenders that respond to their inquiry first? That’s almost 4 of 5 leads that you can win by simply responding faster than your competitors.
Top of Mind’s Surefire Power Messaging feature gives you the speed you need to close more leads with customizations for connecting with your prospects instantly.
Stop Spending hours preparing your call list and spend minutes making the calls instead. Power Calls lets you queue and deal a series of borrowers at the click of a button and leave pre-recorded voicemails while you dial the next number. Make every minute count with Power Calls.
For loan originators, the process of manually developing and deploying marketing content is next to impossible. The majority of their focus is devoted to the many different requirements of the loan origination process, leaving no time to nurture relationships with former or potential clients.
Surefire Content automatically builds out personalized, creative content that goes far beyond the reach of generic postcards, emails, text messages and flyers, requiring little time from your busy day to make a huge impact on your mortgage marketing efforts.
Top of Mind Networks has you covered. You focus on closing loans and we’ll help you build the right tech stack that works for you. We’ve been navigating the FinTech world since before it was a buzzword and we’d love to help you blaze your trail.
Are you hoping that your lenders will remember you a year or even five years post closing? The Client for Life Workflow in Surefire CRM allows you to continuously engage with your borrowers through a perfectly balanced multi-channel marketing campaign. With interactive media, timely thoughtful greetings, text messaging, printed postcards with award-winning imagery, and personalized post-close gifts, your clients will remember your company for years to come.
You can’t always talk to your customers face-to-face, but that doesn’t mean you can’t make a connection that’s both personal and powerful. With Power Video from Surefire, you can quickly create personal video messages that can be sent via text or email.
Top of Mind has the experts that can perform the common tasks that can give you time back every single day. From fully administrating your marketing, acting as your CMO, to performing occasional helpful tasks (think data clean-up or consolidating borrower lists), our team can lend a helping hand. Or two. Or ten. You get the picture.
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.
Surefire CRM amplifies marketing efforts and empowers mortgage marketers to deliver borrowers to loan officers again and again. And for that reason, lenders and independent brokers love Surefire.
Get instant access to tried-and-true mortgage marketing strategies and guides with Mortgage Marketing University.
See how Surefire effortlessly develops content tailored to your brand. Sign up for a free look book today.
You have what it takes to be a top mortgage lender and Surefire has what it takes to get you there. Learn How!
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.
Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.
Individual loan officers, mortgage brokers, and independent branches can harness the power of Surefire to perform like a large enterprise while maintaining the personal touch their clients appreciate.
Like an extra employee, Surefire will gather leads, nurture them, help you close more loans and earn more repeat and referral business. Surefire takes your brand and scales it without limit, applying your logo, colors, headshot, and contact information to over a thousand content pieces. More than just an empty box: Surefire comes pre-configured for success. If you prefer to set it and let it work for you, or log in daily and attack your intelligent task list, Surefire works for you.
Open and solidify referral relationships by truly standing out to real estate agents with professional property sites, co-marketing materials and more.
From individuals to enterprise lenders, Top of Mind’s Surefire CRM is the preferred solution for mortgage lenders and mortgage loan officers. you have the power to win new business, earn repeat business and gain referral business with Surefire’s award-winning content and groundbreaking workflows that allow you to put your marketing efforts on autopilot.
Did you know that 78% of customers choose lenders that respond to their inquiry first? That’s almost 4 of 5 leads that you can win by simply responding faster than your competitors.
Top of Mind’s Surefire Power Messaging feature gives you the speed you need to close more leads with customizations for connecting with your prospects instantly.
Stop Spending hours preparing your call list and spend minutes making the calls instead. Power Calls lets you queue and deal a series of borrowers at the click of a button and leave pre-recorded voicemails while you dial the next number. Make every minute count with Power Calls.
For loan originators, the process of manually developing and deploying marketing content is next to impossible. The majority of their focus is devoted to the many different requirements of the loan origination process, leaving no time to nurture relationships with former or potential clients.
Surefire Content automatically builds out personalized, creative content that goes far beyond the reach of generic postcards, emails, text messages and flyers, requiring little time from your busy day to make a huge impact on your mortgage marketing efforts.
Top of Mind Networks has you covered. You focus on closing loans and we’ll help you build the right tech stack that works for you. We’ve been navigating the FinTech world since before it was a buzzword and we’d love to help you blaze your trail.
Are you hoping that your lenders will remember you a year or even five years post closing? The Client for Life Workflow in Surefire CRM allows you to continuously engage with your borrowers through a perfectly balanced multi-channel marketing campaign. With interactive media, timely thoughtful greetings, text messaging, printed postcards with award-winning imagery, and personalized post-close gifts, your clients will remember your company for years to come.
You can’t always talk to your customers face-to-face, but that doesn’t mean you can’t make a connection that’s both personal and powerful. With Power Video from Surefire, you can quickly create personal video messages that can be sent via text or email.
Top of Mind has the experts that can perform the common tasks that can give you time back every single day. From fully administrating your marketing, acting as your CMO, to performing occasional helpful tasks (think data clean-up or consolidating borrower lists), our team can lend a helping hand. Or two. Or ten. You get the picture.
Surefire CRM amplifies marketing efforts and empowers mortgage marketers to deliver borrowers to loan officers again and again. And for that reason, lenders and independent brokers love Surefire.
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.
Get instant access to tried-and-true mortgage marketing strategies and guides with Mortgage Marketing University.
See how Surefire effortlessly develops content tailored to your brand. Sign up for a free look book today.
You have what it takes to be a top mortgage lender and Surefire has what it takes to get you there. Learn How!