Surefire 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.

12 months ago

How to Improve Your Ad Conversion Rate with Surefire

Ad conversion rate measurement helps LOs gauge the effectiveness of their marketing spend. Surefire mortgage CRM can boost those metrics.

1 year ago

5 Credit Union Marketing Strategies to Improve Customer Engagement

Credit union marketing strategies can benefit significantly if marketers utilize content designed from the start to foster engagement.

1 year 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…

1 year ago

Educate and Engage: Create a Seamless Borrower Journey

Creating a seamless borrower journey is lesson number-one in how to become a loan officer, and it’s easy to do…

1 year ago

Marketing Campaigns for Banks: 5 Ideas to Guarantee Success

Marketing campaigns for banks work best if they tell stories across many channels and bring in a local focus. Automation…

1 year ago

SEO Tactics for Banks

SEO for banks is vital. Ranking in local search results is the first step in mortgage lead generation and sets…

1 year ago

5 Times Mortgage Mass Text Messaging is OK

Mass text messaging is a strong tool for mortgage marketers, but it should be used sparingly to maximize effectiveness. Here…

2 years ago

Using a Customer-Focused Marketing Strategy to Attract and Retain Clients

Using a customer-focused marketing strategy to attract and retain clients is an important pillar in a mortgage banker or broker’s…

2 years ago

Success Metrics of Mortgage Marketing

Success metrics for mortgage marketing are unique to the industry. Mortgage professionals should measure list growth, closing cycles and revenue.

2 years ago