Average Ratings 3 Ratings
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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
Description
Market Intelligence technology compiles, organizes, and delivers crucial insights tailored to your NMLS, enabling mortgage professionals to enhance their effectiveness. With your Personalized Data, we can provide you with matches to potential referral partners, allowing you to network effectively and cultivate new connections. Experience a data-driven approach that stands out in the mortgage sector. Uncover and connect with fresh real estate agents in your area while establishing a targeted engagement funnel for potential referral partners. Although forming relationships with new referral sources can be labor-intensive, TrustStar streamlines this process by helping you focus on key metrics such as loan volume and available listings, ultimately crafting a dynamic referral list to maximize your prospecting efficiency. By leveraging TrustStar, you can stay ahead by responding proactively to real-time data that influences your business, thereby securing a competitive advantage in your field. Unlock new revenue streams and opportunities through actionable insights and emerging trends, as TrustStar ensures you receive timely notifications about the most pertinent information relevant to your success. This comprehensive approach not only enhances your networking capabilities but also fosters sustained growth in your professional relationships.
API Access
Has API
API Access
Has API
Integrations
BeSmartee
Blend
BombBomb
Calyx Point
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
Floify
LendingPad
Integrations
BeSmartee
Blend
BombBomb
Calyx Point
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
Floify
LendingPad
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49.99 per month
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
Top of Mind Networks
Founded
2003
Country
United States
Website
www.topofmind.com
Vendor Details
Company Name
TrustStar
Country
United States
Website
www.truststar.ai/
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
