Was ist Surefire CRM?

Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.

Wer verwendet Surefire CRM?

Mortgage Professionals and Mortgage Brokers

Wo kann Surefire CRM bereitgestellt werden?

Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)

Über den Anbieter

  • Top of Mind
  • 2003 gegründet
  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Über den Anbieter

  • Top of Mind
  • 2003 gegründet
  • Telefon-Support
  • Chat

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Surefire CRM – Videos und Bilder

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Videos zu Surefire CRM
Surefire CRM Software - 1
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Kosten ähnlicher Produkte wie Surefire CRM vergleichen

Surefire CRM

N/A
Kostenlose Version
Gratis Testen
Nicht verfügbar
Kostenlose Version
Gratis Testen
N/A
Kostenlose Version
Gratis Testen
N/A
Kostenlose Version
Gratis Testen

Surefire CRM Funktionen

  • Compliance Management
  • Dokumentenmanagement
  • Kundendatenbank
  • Leadmanagement
  • Tilgungsplan

Alternativen für Surefire CRM

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North American private lenders, Mortgage Automator is the most advanced end-to-end loan origination and servicing software for you.
Integrierte Kreditvergabe, Betreuung und sekundäre Marketingplattform mit CRM, Partner-Channel-Management und White-Labeling-Optionen.
Kreditsoftware, die leistungsstark, flexibel und einfach zu bedienen ist.
Die Nummer-1-Software für Unternehmen, die eine funktionsreiche All-in-one-Lösung suchen, die sich in APIs und in jede andere Software integrieren lässt.
Mortgage Cadence delivers the industry’s most complete, modern and flexible, cloud-based digital lending platform.
DigiFi is an all-in-one platform that streamlines the lending journey from application to funding, powering a best-in-class experience
HES Lending Software automatisiert und rationalisiert komplexe Geschäftsprozesse innerhalb der sich entwickelnden Online-Kreditvergabeumgebung. Erfahre mehr über HES Lending Platform
LendingPad ist laut Hersteller ein führendes webbasiertes Kreditvergabesystem (LOS). Sicher, konform, effizient und preisgünstig.
FULL FEATURED LOAN MANAGEMENT SOFTWARE: Intuitive and Easy to Use. 20 minute implementation. Cloud Based. Simple, competitive pricing.
Das Kreditvergabe-Tool wurde entwickelt, um Banken, Makler und Kreditgenossenschaften bei der Dokumentverwaltung, Zahlungsverfolgung und mehr zu unterstützen sowie automatische E-Mails zu versenden.
Die fortschrittlichste Loanservice-Software auf dem Markt. Von Grund auf entwickelt, um die Effizienz der Kreditbearbeitung zu erhöhen.
A cloud-based crowdfunding platform that enables businesses to manage registration, users, authorization, clients, finances, and more.

Bewertungen über Surefire CRM

Durchschnittliche Bewertung

Gesamt
4,8 (48)
Benutzerfreundlichkeit
4,4 (48)
Kundenservice
4,8 (48)
Funktionen
4,6 (48)
Preis-Leistungs-Verhältnis
4,7 (48)

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
79%
4
21%
Maureen C.
Maureen C.
Marketing Vendor Coordinator in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The Right Arm To The Marketing Department

5,0 vor 2 Jahren

Kommentare: We've used Surefire since 2013. In the beginning we opted for SF over Salesforce because we believe the ease of adoption would be greater. Back then, the set it and forget it model was what we were looking for, plus it was an easy to use intuitive system. In 2018 when we were making the decision to move to the new 3.0 platform or stay with SF we looked at a few options. We knew the transition would be hard for the LO's either way but Surefire seemed to have more freedom with what we could customize and their roadmap for development was impressive.
We use Surefire for our databases, lead generation, email marketing, in process touchpoints, flyers and social media deployment. We have also just finalized integrations with BombBomb, Mortgage Coach, Monitorbase and others. We know there are major improvements coming and we are excited to see them.

Vorteile:

There are quite a few features I like about this system, but if I had to pick one it would be the rules/ workflows. The system is customizable to the point where each Loan Officer could have their own rules and workflows if you choose to. the number of rules you can generate for specific needs it endless; from pre-qual and in process to post closing follow up and Lead generation. We have individual branches using some rules that suit their geography and ways they do business, and other branches with a different set of rules based on their needs. Their customer service is also top notch.

Nachteile:

Some things I feel are missing are a more intuitive self service reporting feature. I can request almost any report I want, but the self service module lacks the customization we have come to need. There are a couple of other simple things that can be improved on, such as a more customizable permissions module. They offer a great deal here, but there are one or two options we'd like added based on the role of the individual and how they use the system.

Antwort von Top of Mind

letztes Jahr

Hi Maureen, thank you for taking the time to leave this review! We are so glad your experience with Surefire and our customer service team has been great. Your constructive feedback on the reporting and permissions features will help us improve Surefire for all users.

Ann P.
Marketing Manager in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

It's all about the relationships.

5,0 vor 2 Jahren

Kommentare: LOVE! LOVE! LOVE!

Vorteile:

Mortgage lenders are all about building relationships with their referral sources and their clients, though some of those folks may not realize it! Poor past experiences in mortgage lending leave clients thinking their lender is just another [SENSITIVE CONTENT HIDDEN], not a trusted resource, for life. Surefire makes a significant difference to our loan officers in building long-term relationships.

Nachteile:

LOVE the integration team - they were FANTASTIC when we rolled out SF 2.0, and again when we rolled out SF 3.0! As with almost any software product, there are features that make sense to the user, but weren't built into the system. This is especially true in the highly customized mortgage lending environment. All in all, it makes no sense to list anything specific here. Suffice it to say that as long as TOMN will listen, we'll provide feedback and ideas and grow together!

Antwort von Top of Mind

letztes Jahr

Hi Ann, we are so grateful for your kind words. Thanks for sharing your review with us. We are happy to hear that your experience with Surefire and our team has been great!

Scott M.
VPMG in USA
Finanzdienstleistungen, 5.001-10.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Surefire - overall very good

4,0 vor 2 Jahren

Kommentare: Good CRM - but did not have ability to export database when needed.

Vorteile:

ease of use and navigation. marketing content. fields.

Nachteile:

limited mortgage information captured. crm was controlled by company. not allowed to export database.

Antwort von Top of Mind

letztes Jahr

Hi Scott, thank you for your review. It's great to hear that you've had an overall good experience with Surefire! We will use your feedback to continue to improve.

Brittany P.
VP, Director of Marketing in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Every Feature Has Value!

5,0 vor 2 Jahren

Kommentare: Before using Surefire, our company did not have a dedicated CRM to help us stay in touch with past customers as well as stay in front of prospects. Using Surefire has 100% helped us generate new business that we wouldn't have gotten otherwise. The use of single property sites, interactives, and calculators has been well received by our staff and referral partners and our team loves the opportunity alerts! The support staff is also AMAZING! No other vendor I've worked with has a team that will respond as quickly and efficiently as Top of Mind's staff does. You can tell they are invested in making their customers successful.

Vorteile:

Every feature has value in some way! By far, the best features are the weekly Markets in a Minute videos, interactive videos/calculators (especially around the neighborhood), opportunity alerts and single property sites. The integration with LinkedIn and Facebook is also a great avenue for us to post valuable content that we otherwise wouldn't have had readily available to us. Top of Mind is always working on new updates and features to help make users successful and competitive against other, similar products.

Nachteile:

Integrating with our LOS system was a challenge but only b/c our system is older and doesn't connect with a direct API. While there are a ton of great features, if you don't have a dedicated admin or team member to stay on top of everything that is available then adoption/utilization of the software could be overwhelming to a user and therefore not used. The flyers section of the system is also a bit difficult to navigate and use, especially if you are looking to create your own flyers.

Antwort von Top of Mind

letztes Jahr

Hi Brittany, thank you for your kind review! We make customer experience and satisfaction a top priority, and your review reaffirms the hard work we put in every day. Thank you for your business and for taking the time to share your constructive feedback that will help us continue to improve.

Cheri B.
Director of Marketing in USA
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

The best marketing automation software out there for the mortgage industry!

5,0 vor 2 Jahren

Kommentare: We have a unique situation in that we use a customized version of Salesforce as our database of record, and Surefire as our marketing automation platform. We created our own integration between Salesforce and Surefire which has enabled us to keep our LOs working out of Salesforce only for their data management, which is exactly what we needed. Because of this, we have found Surefire to be a fantastic solution for our unique needs. The support team has been amazing with helping me to troubleshoot and work through different scenarios and create business rules to automate our marketing.

Vorteile:

When searching for a marketing automation software solution, it was critical for our company that we be able to have control over designing, approving, and implementing the marketing content on behalf of our Loan Officers. Surefire has enabled us to do just that, and more! The ease of use, combined with the wealth of existing content and amazing tools has exceeded our expectations!

Nachteile:

We made some errors with initial data import due to lack of knowledge about how the system worked, and that caused us to have to do some data clean-up. In some cases, the team at Surefire was able to assist us with the clean-up, but in other cases we had to do it ourselves and that was a time-consuming project.

Antwort von Top of Mind

letztes Jahr

Hi Cheri, thank you for taking the time to leave us this amazing review. We are so happy to hear that Surefire's ease of use, content, and tools have exceeded your expectations! Your constructive feedback will help us continue to improve.

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