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Description

Optimizing your workflow is far superior to simply putting in more hours, and successfully closing deals brings a level of satisfaction that losing them cannot match. Ensure your clients receive the outstanding service they deserve while gaining a competitive edge in the market. Elevate your mortgage brokerage operations with BrokrBindr, which serves as an excellent alternative front-end to Filogix. Enjoy a user-friendly experience without interruptions, all while keeping your data securely stored in an account that you manage, in line with the permissions from your clients. You will still rely on Filogix for tasks such as credit pulls and submitting completed applications to lenders, but BrokrBindr streamlines each process, enhancing ease, speed, and reliability. The time spent drafting emails to request necessary condition documents could be reduced from twenty minutes to just twenty seconds by utilizing a personalized, branded email template that automatically generates the required document list for you. By adding this personal touch, you will not only impress your clients but also showcase your professionalism in every interaction. This innovative approach not only saves time but also enhances your overall client experience, setting you apart in a competitive industry.

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

Zapier
Blend
BombBomb
BytePro
Calyx Point
Chat Agents
Constant Contact
Encompass
Fiserv Mortgage Director
Floify
Microsoft Azure
Microsoft Exchange
MonitorBase
OpenClose
QuickBooks Online
Salesforce
TrustEngine
Wufoo
Xero
Zoho CRM

Integrations

Zapier
Blend
BombBomb
BytePro
Calyx Point
Chat Agents
Constant Contact
Encompass
Fiserv Mortgage Director
Floify
Microsoft Azure
Microsoft Exchange
MonitorBase
OpenClose
QuickBooks Online
Salesforce
TrustEngine
Wufoo
Xero
Zoho CRM

Pricing Details

$59 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

BrokrBindr

Website

brokrbindr.com

Vendor Details

Company Name

Top of Mind Networks

Founded

2003

Country

United States

Website

www.topofmind.com

Product Features

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

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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