Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

As professionals in real estate and mortgage, you're familiar with the essential routine: generate leads, develop your sales pipeline, finalize transactions, and start the process anew. Allow Agent Legend to embody your persona and engage with potential clients on your behalf. The reality is that managing text communications can be overwhelming. Agent Legend takes the initiative to connect with leads in a manner that mirrors your approach, as if you had limitless time. You can focus on responding only to those leads that show genuine interest. The expenses associated with marketing in the real estate and mortgage sectors can accumulate quickly. With Agent Legend, you gain insights into which lead sources yield the highest results, enabling you to fine-tune your outreach strategy for better returns while identifying underperforming sources. Determining the right moment to expand your team can be challenging. Let Agent Legend enhance the efforts of your current team, helping you recognize when it’s time to bring on additional agents, marketing directors, or associates, ensuring your growth is both strategic and efficient. This way, you can effectively balance scaling your business while maintaining quality client interactions.

Description

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Wufoo
Zapier
AWeber
Back At You
BoldTrail
BombBomb
BoomTown
CINC
Chat Agents
Encompass
Facebook
Follow Up Boss
LinkedIn
MembershipEdge
Microsoft Exchange
RedFin POS Software
Velocify
Verse.ai
Wise Agent
Zurple

Integrations

Wufoo
Zapier
AWeber
Back At You
BoldTrail
BombBomb
BoomTown
CINC
Chat Agents
Encompass
Facebook
Follow Up Boss
LinkedIn
MembershipEdge
Microsoft Exchange
RedFin POS Software
Velocify
Verse.ai
Wise Agent
Zurple

Pricing Details

$26 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Agent Legend

Founded

2015

Country

United States

Website

agentlegend.com

Vendor Details

Company Name

Top of Mind Networks

Founded

2003

Country

United States

Website

www.topofmind.com

Product Features

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Real Estate CMA

Contact Management
Lead Capture
Market Charts
Presentation Tools
Price Forecasting
Proposal Generation
Templates

SMS Marketing

2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Social Media Management

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Social Media Marketing

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling

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