Surefire CRM

Surefire CRM

This marketing automation software empowers mortgage professionals with intuitive workflows and award-winning content, facilitating effortless connections with borrowers, brokers, and real estate agents. Surefire CRM streamlines communication, nurtures leads, and automates outreach, ensuring lenders can focus on closing loans while maximizing ROI through tailored marketing strategies and robust support.

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Top Surefire CRM Features

  • Intuitive workflows for automation
  • Milestone tracking for client engagement
  • Automated Client for Life campaign
  • Customizable branding integration
  • Built-in multi-channel messaging
  • Power Video for personalized outreach
  • Automated tailored text messaging
  • Compliance-ready content library
  • Blueprints for Success templates
  • Instant lead nurturing systems
  • Interactive content creation
  • Rate alerts for timely communication
  • Power Calls for efficient outreach
  • Continuous engagement post-closing
  • Centralized marketing control
  • Permission-based messaging control
  • Regular content updates from experts
  • Educational resources via Mortgage Marketing University
  • Personalized multimedia outreach campaigns
  • Effortless lead management system.