Surefire CRM 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

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Integrations

API:
Yes, Surefire CRM has an API
View Integrations

Reviews - 3 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Top of Mind Networks
Year Founded:
2003
Headquarters:
United States
Website:
www.topofmind.com
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Media

Play Video Surefire CRM Screenshot 1 Surefire CRM Screenshot 2 Surefire CRM Screenshot 3
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Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
In Person
Videos
Customer Support
Phone Support
Online

Surefire CRM Features and Options

Mortgage and Loans Software

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

Email Marketing Software

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

CRM Software

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 Software

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

Lead Nurturing Software

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

Social Media Management Software

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

Customer Experience Software

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

Social Media Marketing Software

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

Customer Engagement Software

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

Financial CRM Software

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

Loan Origination Software

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

Surefire CRM Lists

Surefire CRM User Reviews

Write a Review
  • Name: Brittany P.
    Job Title: VP, Director of Marketing
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The missing piece needed to nourish each and every client relationship

    Date: Sep 28 2021

    Summary: One of the best partnerships we have! Our 97% LO adoption rate of the system is a testament to Top of Mind's team they have in place as well as the continuous features and improvements made to Surefire.

    Positive: Flexible platform equipped with features to generate excitement for all levels of use and approaches to technology-enabled marketing. The turnkey creative content, especially for timely news, helps eliminate delays in getting relevant content out to contacts. Customer support is the best I've come across and you're always guaranteed some form of a response to your inquiries on the same day you've submitted a ticket.

    Negative: Learning the system can be a little overwhelming at first, especially on an individual, loan officer level. Recommend having a team of admins who will be subject matter experts on the system and can troubleshoot as needed.

    Read More...
  • Name: Blake S.
    Job Title: Systems Administrator
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Robust CRM with excellent value

    Date: Sep 21 2021

    Summary: For my company I've been overall very happy with the current state of the CRM. Given the way I interact at the admin level and how our company users operate the CRM I would recommend this CRM as it offers plenty of technology for the vast majority of our users. For our more tech savvy users there are features that meet their needs as well. I'm very impressed with the support i receive as well as the companies use of feedback to improve their CRM.

    Positive: Ease of automation so the LO can focus on their primary role. Plenty of features to accommodate the majority of users. Fantastic support from Top of Mind. Great content to use or modify to company preferences. Features are constantly improved on while other features are released to keep the CRM current with user and company needs.

    Negative: In some areas, the CRM could be more intuitive but Top of Mind continues to improve so this has addressed in most areas.

    Read More...
  • Name: Fernando V.
    Job Title: CEO
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    One of a kind platform for Mortgage Broker

    Date: Sep 09 2022

    Summary: Reasons for the 4 stars is due to support. I feel Surefire needs to step up their game in this area. Other than that no complaints. This is a Marketing platform and the job gets done well compared to similar platforms. It includes a decent CRM and client nurture workflows. Amazing transactional videos and closing gift options. Love It!

    Positive: 1. I liked the updated content the Surefire Top of Mind. New developments and materials have been rolling out about every month as far as content goes.
    2. Surefire allows for some integration with other platforms for automation
    3. Mostly ready out of the box just need some honing to match your company's processes

    Negative: 1. There is a learning curve. For me it seem a bit longer as the onboarding person did not cover the structure of the platform well. It becomes easy once you figure this out
    2. Support responses can be slow at times and no phone number to reach someone.
    3. Surefire is not big on reports.

    Read More...
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