Audience

Mortgage lenders and mortgage professionals

About Surefire CRM

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

Services Available:
- Email and SMS Marketing Automation
- Lead Distribution and Management
- Customizable Video Marketing
- Curated Library of Award-Winning Marketing Content
- Integrations with LOS, POS, PPE Software Systems

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Integrations

API:
Yes, Surefire CRM offers API access
See Integrations

Ratings/Reviews - 3 User Reviews

Overall 4.7 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.3 / 5
support 4.0 / 5
More Reviews for Surefire CRM Write a Review

Company Information

Top of Mind Networks
Founded: 2003
United States
www.topofmind.com

Videos and Screen Captures

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

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Surefire CRM Frequently Asked Questions

Q: What kinds of users and organization types does Surefire CRM work with?
Surefire CRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Surefire CRM support in their product?
Surefire CRM supports these languages: English.
Q: What kind of support options does Surefire CRM offer?
Surefire CRM offers support via phone support and online.
Q: What other applications or services does Surefire CRM integrate with?
Surefire CRM integrates with: TrustEngine, Microsoft Azure, BeSmartee, Blend, BombBomb, BytePro, Calyx Point, Chat Agents, Cyclr, MonitorBase, Encompass, Facebook, Floify, Fiserv Mortgage Director, LendingPad, LinkedIn, Microsoft Exchange, OpenClose, Salesforce, SimpleNexus Mortgage Platform, Wufoo, and Zapier.
Q: Does Surefire CRM have an API?
Yes, Surefire CRM has an API.
Q: Does Surefire CRM have a mobile app?
Yes, Surefire CRM has a mobile app for iPad, Android, and iPhone.
Q: What type of training does Surefire CRM provide?
Surefire CRM provides training in the form of documentation, live online, webinars, in person, and videos.
Q: What pricing for support is available for Surefire CRM?
Surefire CRM offers support included with purchase.
Q: What pricing for training is available for Surefire CRM?
Surefire CRM offers training included with purchase.

Surefire CRM Product Features

CRM

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported
Internal Chat Integration Not Supported

Customer Communications Management

Batch Communications Supported
Content Management Supported
Email Distribution Supported
Interactive Content Supported
Multi-Channel Communications Supported
On-Demand Communications Supported
Personalization Supported
Print Management Supported
Template Management Supported
Video Content Supported
Chat / Messaging Not Supported

Customer Engagement

Analytics Supported
Communication Management Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Supported
Live Chat Supported
Video Content Supported
Churn Management Not Supported
Community Management Not Supported

Customer Experience

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Survey Management Supported
Sentiment Analysis Not Supported
Text Analysis Not Supported
Trend Analysis Not Supported

Email Marketing

A/B Testing Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Template Management Supported
WYSIWYG Email Editor Supported
Artificial Intelligence Not Supported
Subscriber Management Not Supported

Financial CRM

Account Alerts Supported
Asset Management Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported

Lead Nurturing

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

Loan Origination

Amortization Schedule Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Document Management Supported
Digital Signature Not Supported
Fee Management Not Supported
Loan Processing Not Supported
Online Application Not Supported

Mortgage and Loans

Amortization Schedule Supported
Client Database Supported
Contact Management Supported
Document Management Supported
Pipeline Management Supported
Closing Documents Not Supported
Commercial Mortgages Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Electronic Applications Not Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Not Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Social Media Management

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

Social Media Marketing

Analytics Supported
Automated Publishing Supported
Contact Management Supported
Content Management Supported
Conversion Tracking Supported
Customer Targeting Supported
Multi-Account Management Supported
Post Scheduling Supported
Keyword Filtering Not Supported

Surefire CRM Additional Categories

Surefire CRM Verified User Reviews

Write a Review
  • Fernando V.
    CEO
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 2 out of 5 stars
    Probability You Would Recommend? 9 out of 10

    "One of a kind platform for Mortgage Broker"

    4 out of 5 stars Posted 2022-09-09

    Pros: 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

    Cons: 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.

    Overall: 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!

    Read More...
  • Brittany P.
    VP, Director of Marketing
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 100 - 499
    Design 5 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "The missing piece needed to nourish each and every client relationship"

    5 out of 5 stars Posted 2021-09-28

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Blake S.
    Systems Administrator
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1,000 - 4,999
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 10 out of 10

    "Robust CRM with excellent value"

    5 out of 5 stars Posted 2021-09-21

    Pros: 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.

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

    Overall: 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.

    Read More...
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