You deserve a mortgage CRM with a toolset to grow your business in every state of the market. The key is to rethink and readjust how you use marketing automation, and CRO Nick Belenky has a few tactics up his sleeve.

Want to see what Surefire can do for you? Let's chat: https://bit.ly/3rPZ0kN

We've been walking on eggshells around the notion of automated phone calls thanks to the robocallers who frequently remind us of our cars' "extended warranty."

But our customers aren't using a typical auto dialing system. They're using Surefire Power Calls, a customizable dialer created for loan officers to work faster while building personal connections.

Send us an email at [email protected] to dial in to a more efficient way to win business.

In our first episode of The Trending Mind Live, John and Maddie are joined by LendingPad's VP of Sales Dan Smith! They discuss how the integration of Surefire and LendingPad enhances the loan applicant experience, and how LendingPad has addressed URLA changes. Read more about the partnership here: https://bit.ly/3wAq9ZR

Watch the full video on Facebook: https://bit.ly/2TctYGg
Or on our YouTube channel: https://bit.ly/3i330Lw

Sales Boomerang and Surefire help mortgage lenders uncover and win business opportunities with existing customers. Learn more about the integration here: https://bit.ly/3vQaeGY

Did you know that even though 74% of lenders use a third-party lead management or CRM tool, retention rates drop to 24% in the first two years? So, where’s the disconnect?

Too many CRMs desert in-house gift personalization and deployment because there are external vendors to compete with. At Top of Mind, we saw this as an opportunity and built the Surefire Retention Center, a gift-giving program directly in Surefire.

Are you ready to lessen your effort while increasing your business? 

As a mortgage lender, you should be picky when you’re choosing the best mortgage CRM. The quality of the people behind the product is just as important as the quality of the product itself.

Behind Surefire is a highly qualified team of people with well over 450 years of combined experience ready to help you earn clients for life. Are you ready to win back the workday?

With our new Power Video feature and integration partner, Surefire CRM users can now create and automate personalized communications with ease, and without the need for any external software.

Subscribe to The Trending Mind, a multi-channel newsletter distributed to mortgage professionals monthly. 

Is your marketing team experimenting with your borrowers?

Is every loan officer marketing your brand in their own way? Is all that automation you have in place actually effective?

When it’s time to revamp your mortgage marketing you bring in the best. You go to the latest system. And you know what can happen, despite the best intentions?

This month we are focusing on why Surefire CRM users trust us over our competition. Learn how you could get the most value out of your mortgage marketing investment with Surefire.

Whether you are considering adding a wholesale or correspondent channel or already working with third-party originators (TPOs), you won’t want to miss this session. Maggie Reames and special guest Paul Akinmade, chief strategy officer of CMG Financial, share best practices and creative tactics for improving TPO collaboration with SurefireCRM to maximize speed, compliance and profitability.

Key Takeaways:

• Help account executives (AEs) scale up their pipeline capacity by engaging brokers more efficiently with communications that are automated, yet highly personalized
• Deploy dynamic rate sheets to active or prospective brokers in any market, eliminating the need for TPOs to log in for rates
• Support brokers who may lack creative design resources with product flyers and other collateral that’s personalized with their own image, signature line and licensing info
• Learn how to design workflows for active brokers, inactive brokers and recruitment prospects with “sky’s the limit” fields that are customizable at the contact and loan level

Thanks to her extensive background in CRM implementation, VIP Mortgage Director of Marketing Cheri Booth takes a strong position on mortgage marketing and believes the best results are obtained when marketing is administered at the corporate level. But don’t let that fool you, as VIP Mortgage’s use of SurefireCRM is anything but by-the-book. Join Booth and Top of Mind’s Ryan Minard as they demonstrate the wildly creative ways VIP Mortgage has used SurefireCRM to elevate the company’s marketing department from “zero to hero” in the eyes of its LOs.

Key takeaways:

• Learn why admin-driven marketing may be the best model for most mortgage companies
• Hear about fresh tactics for using SurefireCRM to get more leads, strengthen referral partner relationships and convert more leads to loans
• Explore creative internal uses for Power Messaging, like keeping employees connected, notifying LOs about new content and recruiting talent

Check out our case study: VIP Mortgage Wins Over LOs with SurefireCRM’s Administrator-Led Marketing Campaigns