Surefire Summit 2020

Meet some of the leadership of Top of Mind in a lighthearted review of the key feature releases for Surefire CRM in 2020 and coverage of how Top of Mind as a business is working in this new environment to serve its valued customers.

Take a virtual ride with Bill and Nick through this year’s turbulent news feed through the lens of a mortgage lender. Share some laughs as they cover high level marketing strategies that align and respond to key events in 2020.

With new compliance rules emerging at every turn, it can be difficult to discern where the line is and how to avoid crossing it. In this session, we provide an overview of CCPA, TCPA and RESPA and outline the internal and external processes mortgage lenders should review to ensure they remain compliant. Attendees will also receive guidance on how to navigate the SurefireCRM to meet compliance needs.

In today’s hyper-connected, instant-everything environment, it’s more important than ever to keep your client’s trust. Marketing has become more aggressive, with some lenders reporting that their clients are being farmed only 4 months after closing! How can you position you and your brand to remain top of mind? Learn how Surefire’s set-it-and-forget-it Client for Life Workflow can be your secret weapon to maximize repeat and referral business for years to come.

Thanks to her extensive background in CRM implementation, VIP Mortgage Director of Marketing Cheri Booth takes a strong position on mortgage marketing and believes the best results are obtained when marketing is administered at the corporate level. But don’t let that fool you, as VIP Mortgage’s use of SurefireCRM is anything but by-the-book. Join Booth and Top of Mind’s Ryan Minard as they demonstrate the wildly creative ways VIP Mortgage has used SurefireCRM to elevate the company’s marketing department from “zero to hero” in the eyes of its LOs.

Whether you are considering adding a wholesale or correspondent channel or already working with third-party originators (TPOs), you won’t want to miss this session. Maggie Reames and special guest Paul Akinmade, chief strategy officer of CMG Financial, share best practices and creative tactics for improving TPO collaboration with SurefireCRM to maximize speed, compliance and profitability.

It’s true: We’re best known for helping lenders stay “top of mind” with past customers (and let’s be real: There’s no better post-close solution than our “Customer for Life” Workflow). But we’re no one-trick pony! If you’re not using SurefireCRM to build business throughout the customer life cycle, then you’re not getting the most from your investment.

Competition for top LOs has never been fiercer. To successfully recruit passionate, high-performing candidates, you need to offer more than a compensation package. Learn how SurefireCRM can double as a recruiting platform to help you “sell” the experience of working at your firm. Show candidates how you’ll help them achieve their goals, from growing their business to attaining greater work/life balance.

Whether you’re cold-calling prospects or checking in with clients, SurefireCRM’s Power Calls will help you CRUSH your hour of power. Discover how you can contact, connect and close more deals with our customizable dialer.

Sure, you know how to use SurefireCRM, but is your account set up to maximize your success? In this session we’ll go over best practices for configuring your account to help save time, be more productive and ultimately achieve your sales and marketing goals. If you’re not segmenting contacts in SurefireCRM, then this is a session you don’t want to miss out on.