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Marketing At Its Finest


There’s nothing more spectacular than the Surefire CRM by Top of Mind. Our branch managers enjoy the polished marketing content, helpful sales tools, and so much more. Each branch manager has the ability to:


Add & Manage Contacts from Anywhere

  • Stay organized by keeping all contacts in one place
  • Segment to better manage your contacts and target your marketing
  • Add contacts online or with the Surefire mobile app for Apple & Android devices
  • 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

Send Emails & Campaigns


Automate Database Marketing

  • 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

Engage with Interactive Tools & Games


Intake Online 1003 Applications

  • Receive a custom link to your own online 1003 app
  • Customize the 1003 for your business by removing or adding fields as needed
  • Get alerts when you receive a new online application
  • Download the loan file for import into your LOS
  • Real-time sync the loan files from BYTE 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”

Integrate with your LOS


Co-brand Marketing with Preferred Partners

  • 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
  • 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

Dazzle with Dynamic Video


Send Post-Close Mail Campaigns

  • 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!

Drip Post-Close Email Marketing


Monitor Your Database & Get Alerts

  • 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

Branch Manager Inquiry Form

American Residential Lending

1 Neshaminy Interplex Drive, Suite 310
Trevose, Pennsylvania 19053

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