mortgage broker CRM

How to Use Your CRM to Host a Successful Networking Event

Networking events are an important way to begin and enhance working relationships with both potential clients and referral partners.

11 months ago

3 Ways Loan Officers Can Fuel Agent Relationships

Loan officers and mortgage brokers can fuel agent relationships with a steady stream of real estate marketing, starting before the…

12 months ago

Mortgage Brokers’ Survival Guide: Tips and Tactics for Navigating a Competitive Market

Discover the ultimate resource for mortgage brokers looking to succeed in a competitive market. The "Mortgage Brokers' Survival Guide" provides…

2 years ago

Surefire and SimpleNexus Help Lenders Save Even More Abandoned Loan Applications With New Integration Enhancements

Lenders hoping to know immediately when an applicant has abandoned their application need a powerfully automated customer relationship management (CRM)…

2 years ago

MORTGAGE MARKETING ESSENTIALS: Stay Connected with a Mortgage CRM System

A mortgage CRM is much more than a storage tank for borrower data. With the right maintenance, omnichannel automation and…

2 years ago

Integration Partner Spotlight: SimpleNexus

Connecting Surefire CRM and the SimpleNexus point-of-sale (POS) platform offers lenders a measurable return on their tech stack investment by…

2 years ago

Steps to Becoming the Best Mortgage Broker

There can be many steps to becoming a mortgage broker, and if you also want to be the best, each…

2 years ago

MORTGAGE MARKETING ESSENTIALS: Lead Generation 101

Looking to improve your mortgage lead generation strategy? Check out our latest article on essential tactics and technologies to help…

2 years ago

Generating Thousands of Leads a Month on a Lead-Buying Budget of Zero

In a market where many lenders are struggling to keep sales pipelines flowing, NFM's influencer channel has generated thousands of…

2 years ago

MORTGAGE MARKETING ESSENTIALS: Customer Relationship Management

A modern mortgage customer relationship management (CRM) platform can help alleviate the time-consuming burden of homebuyer outreach — from responding…

2 years ago