Although UFCU already had a customer relationship management (CRM) platform in place that covered the organization’s other lines of business – from checking and savings accounts to auto and business loans — Doggett selected Top of Mind’s Surefire CRM for its “set it and forget it” workflows, award-winning email marketing for credit unions, and mortgage technology integrations. Surefire CRM has a dedicated following among its mortgage lending customers and a reputation for providing creative content that nurtures emotional connections and engagement from homebuyers throughout the homeownership lifecycle.

This case study includes:

• • • Email marketing for credit unions
    • The proven impact of automated workflows from pre-qualification to post-closing
    • Surefire’s integration with Encompass