Say “Hello” to Your New Mortgage CRM.
Enjoy Polished Marketing Content, Spectacular Sales Tools & So Much More

Hundreds of email templates and campaigns for any loan scenario
Send out emails to your entire database in one click
Create dynamic segments that change as you add contacts so you can send just to “Realtors in CA Born in July”
Put contacts on tried & tested email drip campaigns to send emails around-the-clock
Marketing can send out 1-to-1 emails on behalf of all users

Embrace a total automated marketing solution for all aspects of your database, from past clients to prospects to every segment of your partner database
Build your own campaign or use an existing one to strengthen partner relationships by sending a series of emails over several months of time.
Don’t want to lift a finger? Every month we’ll send out an email on your behalf from you to your prospects and clients
Email content is always timely and relevant and designed to generate a response or interaction with your database

Look like a high-tech web wizard with dynamic & interactive online tools, calculators and games
Engage & educate prospects while your personal branding is front & center
Send to prospects automatically as part of a campaign or reach out through an email template

We’ll work with Enterprise clients to integrate the Surefire database with your company’s LOS
Real-time sync the loan files in your LOS into Surefire
Ensure your client database is always in sync with your marketing database
Automatically send dynamic in-process videos as your client reaches loan milestones like “Submitted to Underwriting” and “Approved”

Improve partner communication & efficiency by co-branding your marketing with a referral partner
Co-brand flyers, emails, even dynamic videos to ensure a cohesive experience for prospects who see themselves as part of a collaborative team
Stay in control by choosing what materials are appropriate for co-branding

Your new #1 competitive differentiator!
Look like a star & keep your client informed in an amusing and memorable manner with in-process dynamic video campaigns
Clients receive a dynamic and customized video email as they move through the loan process
Brand with yourself, or add your agent partners (both buying and selling agents)
Completely automate when you sync with your LOS

And Stay Top of Mind After the Close

Opt to put your closed loan clients onto multi-year post-close drip mail campaigns (additional costs may apply)
Stay in front of them with personalized postcards around the holidays, their birthday, and key dates like loan anniversary
You can even co-brand with partners so clients will remember who to call for their lending or real estate needs for years to come

In addition to or instead of a mail campaign, you can also put your closed clients on multi-year email campaigns
Email content is timely and relevant and focuses on holidays, birthdays or loan anniversaries (such as an Annual Loan Checkup email)
Without doing anything you stay top of mind with your past clients who can simply click “Reply” to ask you any question or to refer a friend!

Increase odds of repeat business by getting a heads-up email alert if a client lists their home for sale
Pass along savings opportunities based on refi-alerts comparing your clients’ rates to current market rates.
Get notifications for birthdays and loan anniversaries so you look like you remember everything!
Never miss an alert when you receive them directly to your phone with Surefire’s mobile app for Apple and Android