A couple of months ago, we surveyed mortgage professionals to gain insight into which mortgage technology tools loan officers use. 

We learned that of those surveyed, 75% don’t use an auto dialer software, which is…

1. Surprising considering it included consumer direct focused lenders too
2. A huge opportunity for the industry

And the truth is that we’ve been walking on eggshells around the notion of “automated phone calls” thanks to all of the robocallers that use automated dialing software to tell us about our “extended warranty.”

But our customers aren’t using an auto dialing system. They’re using Surefire Power Calls, a customizable dialer created for mortgage lenders to build personal connections with leads and customers. Plus, and this is for you compliance folks, you have the power to follow CCPA standards.

If you need some ideas, we’re here to help. To name a few, Power Calls are great for:

• Birthdays
• Loan anniversaries
• Rate alerts
• New leads
• Touching base with real estate agent partners
• Cross-sell opportunities
• And more!

Surefire equips our Power Call users with pre-written scripts and the ability to segment and filter contacts for customized messaging.

The faster you respond to lead inquiries, the more likely you are to win their business. Schedule a demo to see Power Calls in action and send us an email at sales@topofmind.com.

I won’t sugarcoat it: record-low housing inventory and skyrocketing home prices are drying up loan pipelines and mortgage lenders are struggling to find business from new and past customers. 

If you’re in that boat, I want you to know that we hear you, we see you, and we have the tools to help you thrive in this market and the next.

Using Surefire Power Calls, you can check in on your past customers at the click of a button. 

Ask how they’re really doing, how their family is doing, and let them know you’re thinking of them. 

The borrower will be very impressed that you went out of your way to give them a call, and you just might learn that their daughter is moving out soon, but she wants to rent and they want her to buy. 

Using Surefire’s contact segmentation properties, you can quickly tag the contact and get reminders to send a rent vs. buy calculator or timely rate alert emails from our library of interactive content to this customer and others. 

Boom. You are well on your way to earning a new borrower and a client for life.

Now, let’s talk about your social media presence. You’ll be able to both see and create posts for your personal or business pages thanks to Surefire’s integration with Facebook and LinkedIn. 

And new buyers will definitely do some social media stalking before contacting you. 

Establish yourself as an expert by sharing Surefire’s pre-built landing pages, such as recent sales reports and a search engine for the cost of living in your neighborhood. 

New buyers will flock to your social media pages as the ultimate educational resource. 

Videos are the easiest and most effective way to reach new business on social media. Use Surefire’s Power Video feature to:

• Record an interview with a local business owner, 
• Or document your team working on a community service project. 

You will gain a lot of respect from the community and the locals you interact with are likely to recommend you to their friends, families, and patrons.

Reach out to sales@topofmind.com if you want to talk strategy with us. And, schedule a demo to see what Surefire is all about.

In our first episode of The Trending Mind Live, John and Maddie are joined by LendingPad’s VP of Sales Dan Smith! They discuss how the integration of Surefire and LendingPad enhances the loan applicant experience, and how LendingPad has addressed URLA changes. Read more about the partnership here: https://www.topofmind.com/integrations/lendingpad-surefire-crm/

Like us on Facebook and check out all of our live videos here: https://www.facebook.com/surefirecrm/live

Summer is coming and changes are afoot!

As we slowly pull our masks down, there are still some things loan officers need to do from a distance. In fact, it’s extremely important to not suffocate customers with a communication overload. We need to ensure they use you in the next five years when it’s time for them to refinance their home. 

That being said, timely contact with past customers is paramount to earning clients for life. The fact is that loan officers have always struggled with the balancing act of too much versus not enough communication. Did you know that retention rates drop to 24% in the first two years, and to a whopping 15% by year five?

Brace yourself for another stat: 74% of lenders use a third-party lead management or CRM tool. So, where’s the disconnect?

Too many CRMs desert in-house gift personalization and deployment because there are external vendors to compete with. At Top of Mind, we saw this as an opportunity and built a gift-giving program directly in Surefire, the Retention Center.

As our own Maggie Reames and Rick Webster recently discussed during their Facebook Live, an intuitive retention strategy can help drive repeatable business and keep pipelines healthy in a purchase market.

We have the branding, customer contact information, and the ability to identify and create the list of recipients automatically. Even better is that we have a concierge dedicated to training loan officers on how to use this feature. No other third-party solution has all of these advantages.

Whether you’re a customer or looking for a reliable and easy-to-use gift-giving service to earn lifelong clients, let’s talk. 

Send us an email at sales@topofmind.com, or request a demo. We’d love to hear from you!

As a mortgage lender, you should be particular when choosing the best mortgage CRM software for your unique needs. The core of every product is its people, and you should always consider who will be working with you once you’ve signed the contract. 

How long have they been in the mortgage industry?

Do they understand your business’s individual needs? 

Are they highly respected in the mortgage world?

Have they been recognized for their accomplishments?

Surefire users don’t have to look hard for a team of trailblazers on their side. In April, Chief Product Officer David Orsini was named a 2021 Tech All-Star by the Mortgage Bankers Association. As a founding member of Top of Mind, David is the original architect of Surefire. He cemented Surefire as the first CRM to integrate with mortgage loan origination systems, enabling automation of in-process communication between loan officers and borrowers. David also led Surefire as the first CRM to automate essential mortgage compliance capabilities. Thanks to his dedication and leadership, more mortgage lenders use Surefire than any other solution. 

Also, in April, we introduced a newer yet equally valuable player to the Top of Mind Team. VP of Client Strategy Rick Webster joins us as a client-facing liaison, leveraging best practices, out-of-the-box automation and digital marketing expertise to ensure Surefire users achieve their goals. His career achievements span the mortgage, marketing, and technology industries, and he has rightfully earned his status as a thought leader in the mortgage marketing space.

So, be picky when you’re choosing the best mortgage CRM. The quality of the people behind the product is just as important as the quality of the product itself. Behind Surefire is a highly qualified team of people ready to help you earn clients for life. Are you ready to win back the workday? Send us an email at sales@topofmind.com, or request a demo. 

We look forward to your future success!

This past year, we’ve had to adapt to a life where we don’t always have the option to make face-to-face connections. 

You’ve had countless Zoom meetings to practice your on-camera skills, and you might even have a ring light or a microphone at this point.

You may not realize it, but you’re a lot better in front of a camera because of it.

Video marketing creates the highest return for lenders among all other forms of creative content, which is why we added the in-house Power Video feature to the Surefire tool belt. 

With Power Video, mortgage lenders can create effective face-to-face communication with customers and prospects without any need for extra software. Just shoot and send, or schedule it for later from your phone or computer. Plus, it’s the only video solution with mortgage compliance DNA. 

We also introduced an exciting integration with MBS Highway! Our mutual lenders can now generate and distribute Real Estate Report Cards from Surefire CRM using seamless deployment through email or text in tandem with our award-winning marketing campaigns and automated workflows. 

Interested in learning more? Request a demo today.

Is your marketing team experimenting with your borrowers? Is every loan officer marketing your brand in their own way? Is all that automation you have in place actually effective?

When it’s time to revamp your mortgage marketing you bring in the best. You go to the latest system. And you know what can happen, despite the best intentions?

• You pay massive upfront implementation fees.
• Your message and reach don’t stand out from the crowd.
• And you may be alienating the very borrowers you planned to delight.

Experience matters in mortgage marketing.

Sure we’ve got the numbers. 450 years of mortgage experience under our roof. There are tens of thousands of Surefire users. We’ve been building mortgage industry solutions for 17+ years. 

But the real experience is in implementing structured and proven best practices. We call them Blueprints for Success and there’s a couple of dozen you’re going to need. Your best-assembled team may have brought up a handful of lenders in their careers; we added hundreds this year alone.

Blueprints for Success are your key to getting value out of your mortgage marketing investment.

They get you to value faster, often right out of the box.

They’re your trusted and proven advisor to avoid costly mistakes.

They speed up implementation from months to weeks.

They’re predictable, proven and all the experimentation is done.

Leave your borrowers to be delighted and your loan officers to close more loans while saving up to $100,000 on implementation costs.

Interested in learning more? Request a demo today.

Feeling Betrayed by Your CRM?

Are you invisible to your prospects? Your applicants? Your borrowers? Is marketing a true competitive advantage for you as a lender? Can you offer real value to your partners through your market presence?

Lenders are feeling betrayed by full-service marketing platforms that show up totally empty.

Even worse, lenders get locked in, often for three years at a time, working with a platform that nickel and dime them for every content piece created to compete in today’s burning hot market.

It’s time to stand out. Surefire has been the content leader for years. We’d love to show you more of our award-winning content. 

 

In the midst of any refi boom, it’s easy to lose sight of what happens when it ends. Given the volume of current pipelines, this one is no exception and it’s pretty hard to see things improving beyond this point anytime soon. Add in the recent move by the FHFA to grab an ever-bigger slice of your earnings, and it’s now more important than ever to hedge not only your deals but your future business too. The good news is that there’s a simple way to help assure your future business without any effort now. Check out our newest video where we’re discussing some mortgage marketing strategies.

This month, Top of Mind is focused on helping you retain your clients for life!

That’s easier said than done. Most LOs have already heard it is 5 to 7 times easier to retain a borrower as a client than finding a new one. But the challenges mount up. How do you keep in touch for five years? What if contact information changes? How do I know if my outreach is even working? And what about the content? Who will be developing that?

Well, Top of Mind and Surefire have the answers. With over 15 years of experience, we know which campaigns work. Surefire deploys emails, postcards, and text messages with the perfect mix of human touch and education. We call it Client for Life, and you will call it the cornerstone of your business for years to come.

Request a demo today and learn more about keeping Clients for Life! Stay healthy and safe out there!

 

This month, Top of Mind is focused on your integration needs. We would love to think that your mortgage marketing CRM is the center of your world, but the tech stack for our lender partners is growing every day.

Dealing with a sprawling tech stack is hard work and headaches for IT, tough to learn for already busy loan officers, and it can quickly drive up costs for a lender. Click to watch our latest video and hear more from our EVP, Jonas Kruckeberg.

Has your tech stack grown? We would love to hear from you. Fill out this quick survey What’s in your tech stack? for the chance to win one of three $100 Amazon gift cards!

Our Surefire CRM integrates with all major LOS systems, pricing engines, and POS systems. We connect to sales accelerators, lead sources, recruiting tools, office tools, Zapier, and much more.

But integrations alone don’t solve the sprawling tech stack. That is why we have gone full stack with Surefire, giving you critical tools like amazing mortgage content including interactives, single property sites, social media tools, calculators, text messaging, outbound calling, print, closing gifts, and so much more.

Sign up for a demo to learn more information about our integration capabilities!

Stay healthy and safe out there!