Outbound phone calls have re-emerged as a powerful marketing tool that’s one of the most effective ways to convert warm referrals and move borrowers through the loan process faster. The question is, how do you fit more calls into a day that’s already jam-packed? And how do you justify taking that time by ensuring every call is as effective as it can be?
Discover the power of establishing a closed-loop integration between your website, POS and SurefireCRM. Convert drive-by traffic into true inbound leads, then let SurefireCRM automatically nurture those leads from application to funding to post-close. This session proudly features special guest Zac Scalzi of Floify, but attendees will benefit no matter what POS they use.
The most experienced mortgage marketing team in the biz helps you turn your CRM into a revenue center. Catch up on industry news and insights and discover what they mean for your marketing strategy. Learn best practices from peers with our popular ‘Surefireside Chats’ and ‘Inside the Lenders Studio’ segments, featuring top-producing loan originators and marketing pros from across the mortgage industry. New content every month brought to you by Top of Mind Networks, maker of Surefire CRM, the mortgage industry’s #1 CRM and marketing automation platform.
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.
Thank you for attending the Surefire Summit 2020: Clients for Life. If you are interested in any of the product features you learned about during our sessions, complete the form below and one of our highly experienced team members will reach out to you shortly!