Overview
Top of Mind Networks
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.
Media
Surefire CRM
Surefire CRM
Core Features
CRM Features
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Security
  • Workflow Automation
Email Marketing Features
  • 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
  • Operations Management
  • Templates
Lead Management Features
  • Contact Management
  • Lead Distribution
  • Lead Nurturing
  • Lead Segmentation
  • Pipeline Management
  • Reporting & Analytics
  • Sales Tracking
  • Source Tracking
Social Media Marketing Features
  • Boosting
  • Campaign Management
  • Collaboration
  • Content Curation
  • Engagement
  • Listening
  • Monitoring
  • Multi-Account Management
  • Publishing Management
  • Social Analytics
  • Team Management
Digital Asset Management Features
  • Access Control
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Branding
  • Reporting & Analytics
  • Search/Filter
  • Version Control
  • Workflow Management
Social Media Management Features
  • Brand Tracking
  • Campaign Management
  • Collaboration
  • Content Management
  • Customer Engagement
  • Multi-Account Management
  • Post Scheduling
  • Publishing Management
  • Reporting & Analytics
  • Social Media Monitoring
Loan Origination Features
  • Audit Trail
  • Compliance Management
  • Customer Management
  • Document Management
Appointment Reminder Features
  • Application Integrations
  • Appointment Confirmation
  • Appointment Reminders
  • Automated Scheduling
  • Calendar Management
  • Contact Database
  • Group Bookings
  • Live Reports
  • Mobile Compatibility
Customer Loyalty Features
  • Activity Tracking
  • CRM
  • Membership Management
  • Referral Tracking
Lead Generation Features
  • Contact Database
  • Landing Page Builder
  • Lead Capture
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Pipeline Management
  • Prospecting Tools
  • Reporting & Analytics
Customer Engagement Features
  • Communication Management
  • Content Creation
  • Feedback Management
  • Gamification
  • Reporting/Analytics
  • Self Services
  • Video Support
Customer Experience Features
  • Action Management
  • Customer Segmentation
  • Dashboard
  • Feedback Management
  • Knowledge Management
  • Multi-Channel Data Collection
  • Predictive Analytics
  • Reporting & Analytics
  • Survey/Poll Management
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Chat
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • On-Site Training
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