What is Surefire CRM?

Surefire CRM is customer relationship management software that assists mortgage companies in generating leads and streamlining marketing operations. Supervisors can collect prospect information through custom forms, surveys, or landing pages and store lead contact information in a centralized database.

Surefire CRM helps thousands of mortgage lenders and mortgage loan officers win new business, earn repeat business, and gain referral business with intuitive, "set it and forget it" workflows and award-winning content that inspires emotional connections with customers, from individuals to enterprises lenders.

Surefire CRM enables organizations to conduct audits and remain in compliance with a variety of regulatory standards, including the Real Estate Settlement Procedures Act (RESPA), the Telephone Consumer Protection Act (TCPA), and others. Salespeople can use customizable scripts to pre-record voicemails, set access permissions, and send personalized voice messages to specific contacts. Users can also use the built-in content design tools to manage email campaigns and create marketing flyers.

Surefire CRM includes an API that allows businesses to integrate the platform with a variety of loan operating systems (LOS), including Encompass, LendingQB, Floify, and others. Database monitoring, customizable branding, and text messaging are among the other features of the software.