mortgage broker CRM

Seacoast National Bank Readies Mortgage Loan Officers for a Purchase Market With Surefire CRM

While traditional retail lenders work directly with consumers through loan officers, consumer direct lenders must adopt a more digital business…

2 years ago

Effective Digital Marketing Ideas for Credit Unions

To develop effective digital marketing, credit unions can identify target prospects and be specific in proposing solutions to their needs.

3 years ago

Tools Every Consumer Direct Lender Needs

While traditional retail lenders work directly with consumers through loan officers, consumer direct lenders must adopt a more digital business…

3 years ago

A Day in the Life of a Mortgage Broker

Set yourself up for success by building a database of potential clients, creating a structured yet fluid work schedule and…

3 years ago

List Segmentation: How It Works and Why Lenders Need It

List segmentation enables personalized, targeted marketing that takes lenders’ contacts from leads through borrowers all the way to returning clients.

3 years ago

Key Strategies to Generating More Leads Without Adding Additional Tools and Marketing Spend

The following eBook has been created to help Surefire users gain additional marketing insights that can be used to help…

3 years ago

Social Media Landscape Shifts for 2022 and How Mortgage Lenders Can Adapt

Social media landscape shifts happen continuously. Of the expected trends in 2022, here are four that will likely impact mortgage…

3 years ago

Become a Digital Marketing Leader in 2022

Digital marketing has become an ever more complex process. Utilizing a Mortgage CRM to handle the proliferation of web based…

3 years ago

Intelligent Compliance Controls

With intelligent compliance controls, mortgage lenders can reduce the risk of regulatory non-compliance and brand governance pitfalls

3 years ago

Drip Marketing for Banks

Today’s banks offer a wealth of products and services. Drip Marketing campaigns can be broad or focused but the one…

3 years ago