Surefire CRM helps thousands of mortgage loan officers and mortgage lenders attract new business, as well as earn business referrals and repeat business, due, in part, to its intuitive set-it-and-forget-it workflows and award-winning content, which inspires deep connections with customers.
Beyond that, Surefire CRM also allows companies to conduct audits and stay in compliance with a number of regulatory standards, which includes the Real Estate Settlement Procedures Act, the Telephone Consumer Protection Act, as well as others.
Surefire CRM review: Features
One key feature offered by Sunfire CRM is that salespeople can access customizable scripts to pre-record voicemails, send personalized voice messages to specific contacts, and set access permissions. You can also use the built-in content design tool to create marketing flyers and manage email campaigns.
Additionally, Surefire CRM includes an application programming interface (API) that lets companies integrate the platform with a number of loan operating systems (LOS), which includes LendingQB, Floify, and Encompass, among others. Other features include customizable branding, database monitoring, and text messaging.