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Top Rated CRM Mortgage Marketing Engine

Surefire CRM 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, Top of Mind's 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 Content Library of Award Winning Marketing Content - Integration with LOS, POS, PPE Software Systems - And So Much More.
Top of Mind Networks
2003
United States
  • Consumer-services
  • Marketing-advertising
2 Industries
  • English
1 Language
Industries
  • Consumer-services
  • Marketing-advertising
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
Support
  • Chat
  • 24x7 Support
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • On-Site Training

Media

Surefire CRM

Surefire CRM Core Features

Focus of CRM Feature
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Security
  • Workflow Automation
Focus of Email Marketing Feature
  • A/B Testing
  • Auto-Responders
  • Automation
  • CAN SPAM Compliance
  • Customer Surveys
  • Drip Campaigns
  • Dynamic Content
  • Event Triggered Email
  • Image Library
  • Landing Pages/Web Forms
  • Mailing List Management
  • Templates
Focus of Lead Management Feature
  • Contact Management
  • Lead Distribution
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Reporting & Analytics
  • Sales Tracking
  • Source Tracking
Focus of Social Media Marketing Feature
  • Boosting
  • Campaign Management
  • Collaboration
  • Content Curation
  • Engagement
  • Listening
  • Monitoring
  • Multi-Account Management
  • Publishing Management
  • Social Analytics
  • Team Management
Focus of Digital Asset Management Feature
  • Access Control
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Branding
  • Reporting & Analytics
  • Search/Filter
  • Version Control
  • Workflow Management
Focus of Social Media Management Feature
  • Brand Tracking
  • Campaign Management
  • Collaboration
  • Content Management
  • Customer Engagement
  • Multi-Account Management
  • Post Scheduling
  • Publishing Management
  • Reporting & Analytics
  • Social Media Monitoring
Focus of Loan Origination Feature
  • Audit Trail
  • Compliance Management
  • Customer Management
  • Document Management
Focus of Appointment Reminder Feature
  • Application Integrations
  • Appointment Confirmation
  • Appointment Reminders
  • Automated Scheduling
  • Calendar Management
  • Contact Database
  • Group Bookings
  • Live Reports
  • Mobile Compatibility
Focus of Customer Loyalty Feature
  • Activity Tracking
  • CRM
  • Membership Management
  • Referral Tracking
Focus of Lead Generation Feature
  • Contact Database
  • Landing Page Builder
  • Lead Capture
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Pipeline Management
  • Prospecting Tools
  • Reporting & Analytics
Focus of Customer Engagement Feature
  • Communication Management
  • Content Creation
  • Feedback Management
  • Gamification
  • Reporting/Analytics
  • Self Services
  • Video Support
Focus of Customer Experience Feature
  • Action Management
  • Customer Segmentation
  • Dashboard
  • Feedback Management
  • Knowledge Management
  • Multi-Channel Data Collection
  • Predictive Analytics
  • Reporting & Analytics
  • Survey/Poll Management

Surefire CRM Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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