ݮƵ

  • Home
  • ݮƵ
  • Surefire CRM and Mortgage Marketing Engine
Surefire CRM and Mortgage Marketing Engine

Automate your mortgage marketing and deepen relationships through one powerful solution

The Surefire℠ CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business and earn more business relationships. With intuitive set-it-and-forget-it workflows and award-winning content, you can effortlessly maintain and deepen your connections with borrowers, recruits, members, brokers and real estate agents – all through one powerful platform.

GET STARTED

Close more loans and create customers for life

Surefire automates your borrower outreach throughout the mortgage process, delivering award-winning, timely content to borrowers tailored to their current loan milestones. Surefire also distributes leads, nurtures them to application, and educates and informs borrowers throughout the application and funding process. And once the loan is closed, Surefire keeps the conversation going with omni-channel outreach to help capture repeat business.

Marketing and content made easy

Surefire offers centralized marketing and LO-led marketing, with an award-winning creative library of 1,000+ pieces.

Earn new and repeat business

With ways to engage borrowers, recruits, real estate professionals and more, Surefire helps you drive the conversations that win business.

Set it and forget it

Never miss a loan milestone for your borrowers. Surefire automates timely, relevant outreach so you can stay connected with your customers through every step of their journey.

Meet your borrowers where they are

Surefire helps you market via social media, text messaging, printed materials and more.

The personal touch

Provide customized mortgage content that comes from you, to help engage and retain customers.

Support Compliance

Surefire comes with a full content compliance management system that supports RESPA, TCPA and CCPA requirements, and features audit-ready reporting and assistance services.

About Surefire CRM and Mortgage Marketing Engine

For mortgage professionals, earning lifelong customers means earning greater profits.

The key to cultivating customers is keeping in touch, and Surefire’s milestone tracking allows you to reach borrowers with personalized, relevant content. Surefire’s post-close Client for Life campaign comes ready for automation, right out-of-the-box. Everything from closing gifts to multimedia outreach (including text and video) are automated for years, putting your post-close outreach on autopilot.

And if you’re looking to hire, Surefire also includes ways to show prospective recruits in their future employer’s marketing emails, open-house flyers, direct-mail postcards, interactive multimedia and more — including co-branded marketing campaigns that can also spotlight a real estate agent or other business partner.

Surefire helps lenders exhibit their value as an employer to the type of loan officers they want to invest in most — the ones committed to building lasting consumer and business relationships with timely, relevant and personalized mortgage marketing content.

Why Surefire CRM and Mortgage Marketing Engine

Helps mortgage professionals win new business, drive repeat business, and earn the right to referral business.

  • Helps you win new business and drive repeat business
  • Intuitive workflows and award-winning content
  • Automate your mortgage marketing
  • Maintain and deepen connections in the industry
Surefire CRM and Mortgage Marketing Engine

What’s included

  • Mortgage loan origination solutions

    The Surefire CRM comes with a vast library of marketing content, including multi-channel facets and interactive outreach. In addition, Surefire is equipped with Consumer Direct to help automate and centralize leads.

  • Sales tools integration

    Help the seller side of your business stay top of mind by leveraging third-party sales tools like MortgageCoach, MBS Highway, MonitorBase and Sales Boomerang.

Surefire CRM and Mortgage Marketing Engine

Frequently asked questions

The Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business and earn the right to relationship business.

Surefire distributes leads, nurtures them to application, educates and informs borrowers throughout the application and funding process, and provides omni-channel outreach post-close to capture repeat business.

The key to cultivating lifelong clients is keeping in touch, and Surefire’s milestone tracking allows users to reach customers with personalized, relevant content.

Ready to get started? Get in touch.
GET STARTED