What is Surefire CRM by Top of Mind Networks?

Surefire CRM by Top of Mind Networks is an advanced, AI-powered mortgage marketing and CRM platform designed specifically for lenders, loan officers, and mortgage professionals. Leveraging automation and intelligent workflows, it enables users to manage leads, nurture client relationships, and conduct targeted campaigns across email, text, phone, video, print, and social media—all from a centralized, compliance-ready environment.

With a massive library of award-winning, customizable content and deep integration capabilities with major loan origination and point-of-sale systems, Surefire CRM optimizes every stage of the borrower journey. Its features include automated lead distribution, dynamic content creation, milestone tracking, outbound calling solutions, and branded client engagement tools, empowering mortgage professionals to grow their business efficiently and consistently deliver exceptional customer experiences.

Features

AI-Powered Lead Nurturing: Nurtures prospects through automated, personalized workflows.
Omni-Channel Marketing Automation: Supports email, SMS, video, print, and social media outreach.
Compliance-Ready Content: Access to a library of 1,000+ compliance-approved pieces.
Dynamic Content Branding: Automatically adapts marketing materials to each brand’s identity.
Power Calls and Messaging: Queue outbound calls, send automated messages, and leave pre-recorded voicemails.
Milestone and Pipeline Tracking: Tracks borrowers across every stage for timely engagement.
Integration Capabilities: Connects with leading LOS, POS, CRM, and pricing engines.
Client for Life Campaigns: Drives long-term engagement and repeat business with post-close workflows.
Analytics & Reporting: Provides dashboards and pulse reports for campaign effectiveness.
Single Property Websites: Enables creation of dedicated property listing pages with dynamic loan pricing.

Use Cases

Automating lead nurturing and follow-up for mortgage lenders.
Managing compliant marketing campaigns throughout the loan process.
Engaging past clients with post-close, multi-channel outreach.
Centralizing brand content and marketing for distributed loan officer teams.
Generating compliant flyers, emails, and property websites for listings.
Scaling personalized campaigns for wholesale, retail, and direct lending channels.
Tracking and reporting on pipeline growth and campaign ROI.
Providing branded, high-value communications for real estate partners.
Integrating loan data from LOS and POS systems for targeted outreach.
Cross-selling additional financial products or services to existing clients.

FAQs

Does Surefire CRM have video messaging capability?

Yes, Surefire CRM’s Power Video feature allows users to record and send personalized video messages via email or text.
Can Surefire CRM integrate with existing LOS, POS, and pricing engines?

Yes, Surefire CRM provides integrations with major LOS, POS, and pricing engines, supporting seamless automation and workflow management.
Does the platform support automated text messaging?

Yes, Surefire CRM can send automated and tailored text messages, including links, videos, and compliance opt-ins.
How is Surefire CRM priced?

Pricing is based primarily on the size of the organization using the software. Interested users should contact the provider for customized pricing details.
Can the system generate branded single property websites?

Yes, Surefire CRM enables users to create dedicated, co-branded single property websites featuring dynamic loan pricing and listing data.