mortgage crm

Creating a Calendar: Plan Your Mortgage Social Media Posts

Mortgage social media posts should be coordinated to present cohesive, on-brand messaging. A social media calendar will help.

2 years ago

Prospering as a Loan Officer in a Recession

Loan officers have plenty of challenges during economic downturns. Purchase business slows, and fierce competition for referrals increases.

2 years ago

Mortgage Memes in a Rising Rate Environment

Mortgage memes are a popular tool for loan officers and mortgage brokers who use social media for mortgage lead generation.…

2 years ago

Integration Partner Spotlight: Mobility Market Intelligence (MMI)

Lenders need referral partners to funnel them new leads. The integration with Surefire and MMI helps alleviate lenders’ recruiting challenges…

2 years ago

Beat the Billboard Guys with Cost‑Effective Mortgage Marketing Tools and Strategies

With the right mortgage marketing tactics and tools, you can beat the billboard guys more often, while creating additional space…

2 years ago

Attract Leads to Your Mortgage or Real Estate Site

Just like a mind, a website is a terrible thing to waste. A website is no help to anyone if…

2 years ago

Real Estate Agent Relationships for Mortgage Pros

Real Estate Agent relationships are a top source of leads for mortgage bankers and brokers. Teaming up to create mutual…

2 years ago

Surviving Rising Rates

How can lenders stay relevant and profitable in a rapidly rising rate environment? Those that will come out on top…

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

Responding Quickly Is the First Step to a Closed Deal

Speed to lead can make all the difference in getting a mortgage app. Backing up a fast response with stellar…

2 years ago