Mortgage Marketing Engine
Mortgage Marketing Engine
Surefire: Top Rated Mortgage Marketing Engine
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.
Mortgage Marketing Engine
Close More Loans
Surefire CRM and Mortgage Marketing Engine lays the groundwork for automating communications throughout the mortgage process. Surefire users gain access to workflows designed for the mortgage industry on day one so that lenders can focus on what they do best: closing more loans.
Surefire distributes leads, nurtures them to application, educates and informs through the application and funding process, and provides omni-channel outreach post close to capture repeat business.
Earn Repeat Business
For mortgage professionals, earning lifelong clients means earning greater profits. The key to cultivating lifelong clients is keeping in touch, and with Surefire’s milestone tracking, you’ll be the first to reach your customers with personalized, relevant content.
The perfect recipe for automation comes out of the box with Surefire’s post close Client for Life campaign. Everything from closing gifts to multimedia outreach (including text and video) are automated for years, putting your outreach on autopilot that you can trust.
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Blueprints for Success
Get On the Fast Track to Profitability
Our goal is to ensure your CRM is customized not just to your preferences but also your profitability. By cutting down on costly learning curves, our Blueprints for Success help you improve ROI by deriving more value from Surefire sooner and without hiring a six-figure developer to achieve your mission.
Reduce Risk
Starting from scratch with a massive CRM and Marketing Automation project has major risks. They include delayed go-live, ineffective campaigns, unproven content, and expensive A/B testing that sends half the tested leads down the negative path. Eliminate all of this risk with the proven Blueprints for Success from Surefire CRM. You have the full power to edit and change all aspects of the system, but start with a package you know works out of the gate.
Nurture and Convert Prospects
With built-in email, text, phone and video messaging, Surefire’s Blueprints for Success creates revenue growth and cost savings by converting more prospects into applicants, more applications into closed loans and more past customers into repeat customers. We know you can’t realize these benefits if your software’s sitting on the sidelines. Our Blueprints for Success will show you how to quickly turn reluctant team members into enthusiastic adopters of Surefire so you can maximize our system’s effectiveness and your ROI.
Brand Aware Content Library
Tools For Every Lender’s Needs
Your Brand: Scaled Instantly
Surefire automatically takes the framework of your brand identity and applies it dynamically to our marketing library. That means you can seamlessly include Surefire content with your own in-house content and LO-generated content and project a cohesive and impressive brand story to the market.
Scale is the key. All aspects of the Surefire allow both centralized marketing control and LO/AE control of their messaging using a series of organizational and individual permissions. Surefire also allows different rules for your Distributed Retail, Consumer Direct, and Wholesale divisions in the same system. It has never been easier to manage your image while empowering your staff to develop critical relationships with borrowers than with Surefire.
Massive Mortgage Content Library
Out of the box, on the first day, you get immediate access to 1,000+ compliance-ready content pieces with the expertise to guide you in your initial selections through our Blueprints for Success. With Surefire, your brand is backed with a multi-million dollar marketing investment every year.
Your branding, outreach, engagement and education tools never get stale with Surefire. Our team of in-house experts constantly refresh your content library with original mailers and social messaging to timely content based on market news, Surefire fills your library with new award-winning content every single month.
Compete with the National Brands
Want to See First Hand What Surefire by Surefire CRM Can Do? Schedule A Live Demo!
Surefire Features
Marketing and Content
- Centralized Marketing and LO-led marketing supported
- Award winning creative library 1,000+ pieces
- Omni-channel Marketing Automation
- Text Message Marketing
- Lead Generation Forms
- Dynamic and In-Process Video
- Interactive Calculators
- On-Demand Print Services
- Closing Gifts
- Flyers
Sales and Loan Officer Focus
- Opportunity Alerts
- Outbound Calling with Power Calls
- Single Property Sites
- Open House Intelligence
- No-Contact QR codes for Open Houses
- Referral Partner Workflows and Portal
- Pulse Reports delivered automatically
- LO Custom Views and Pipeline
- Automatic Task Management
Consumer Direct
- Lead Routing (Round Robin, Shark Tank)
- Outbound Calling through Power Calls
- Centralized marketing and brand management
- Automated lead nurture, in-process communications, and post-close campaigns for DTC
Wholesale Lending
- Full support for AEs B2B communications
- Company contact types to model Brokers
- Easy rate sheet distribution
- 1:1 instant send emails
Management
- Content Approval Manager
- Configurable Roles and Permissions
- Reporting
- Dashboards
- Multi-level corporate structure including DBAs
- Deduplication (progressive)
- Feature manager and LO Pay options
Tech Stack
- LOS Integration to all major providers (Encompass, Calyx, LendingPad, LendingQB, OpenClose, etc.)
- POS Integrations to all major providers (SimpleNexus, Blend, Floify, etc.)
- Pricing Engine including Optimal Blue
- Sales Tools such as MortgageCoach, MBS Highway, MonitorBase and Sales Boomerang
- Native Power Video and Bomb Bomb integration
- Social Media
- Zapier
- Open API
Compliance
- Full content compliance management system
- RESPA, TCPA, CCPA ready
- Audit ready reporting
- Audit assistance services
Common Questions
Does Surefire have video capability?
Yes. Surefire’s Power Video platform allows mortgage lenders to record and send personalized videos through Surefire CRM.
Can Surefire pinpoint borrowers ready to be contacted?
Yes. Rate alerts and integrations with different POS, LOS, PPE, and API vendors Surefire can trigger communications with your prospective borrowers when they are ready to take the next step on their borrower journey.
Can Surefire send Text Messages?
Surefire is capable of sending automated and tailored text messages that add a human touch to LO outreach. These messages can include links, videos, and full compliance disclaimers as well as automatic opt-in confirmation.
Does Surefire work with other CRM systems like Salesforce?
Does Surefire Integrate with my LOS / POS / Pricing Engine?
How do I learn more about Surefire Pricing?
What are Single Property Websites?
Does Surefire support Single Property Websites?
Surefire Integrations
POS, LOS, PPE, CRM, CMS ... Alphabet Soup?
Surefire CRM 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.
Client for Life
Are you a post-close marketing power house?
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.
Power Video
Make a connection that’s both personal and powerful with Power Video from Surefire.
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.
Surefire Professional Services
Let us turbo-charge Surefire while you focus on your business.
Surefire CRM 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.
Power Messaging
Close More Deals With Power Messaging by Surefire CRM
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.
Surefire CRM’s Power Messaging feature gives you the speed you need to close more leads with customizations for connecting with your prospects instantly.
Power Calls
Cut Outbound Call Time by 66% With Surefire CRM Power Calls
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.
Surefire Content
Stay Ahead of the Competition and at the Top of Borrowers’ Minds With Surefire Content
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.
Surefire Integrations
POS, LOS, PPE, CRM, CMS ... Alphabet Soup?
Surefire CRM 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.
Client for Life
Are you a post-close marketing power house?
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.
Power Video
Make a connection that’s both personal and powerful with Power Video from Surefire.
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.
Surefire Professional Services
Let us turbo-charge Surefire while you focus on your business.
Surefire CRM 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.
Power Messaging
Close More Deals With Power Messaging by Surefire CRM
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.
Surefire CRM’s Power Messaging feature gives you the speed you need to close more leads with customizations for connecting with your prospects instantly.
Power Calls
Cut Outbound Call Time by 66% With Surefire CRM Power Calls
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.
Surefire Content
Stay Ahead of the Competition and at the Top of Borrowers’ Minds With Surefire Content
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.
Surefire Integrations
POS, LOS, PPE, CRM, CMS ... Alphabet Soup?
Surefire CRM 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.
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