Surefire by Top of Mind is a CRM and marketing automation platform in the mortgage industry, widely regarded as the industry gold standard. Surefire’s workflows and award-winning content helps mortgage professionals of all stripes strengthen referral partnerships and deepen their emotional connections with clients to cultivate clients for life. The company’s creative team works to deliver an ever-growing library of timely, relevant, on-brand content that emphasizes loan officers’ role in making a complex transaction easy for consumers. And with Surefire’s customizable, “set it and forget it” workflows, a single marketing administrator can automatically customize and deploy integrated, multi-channel campaigns for hundreds of loan officers.
- Market share grew from 17.6% to 18.4%
- One lender saw 94% adoption across 700 originators in 36 states within the first year
- LOs leveraging Surefire’s “Client for Life” workflow saw more than twice the number of closed loans (212.5%) and nearly double the revenue production (191.7%) compared to peers who did not engage prospects with the “Client for Life” Workflow