Benefits of Using Blend and Surefire Together
The partnership between Blend and Surefire CRM unifies systems of record and best-in-class services to deliver seamless experiences for both lenders and their customers.
Surefire and Blend is an enhancement to any LO’s toolkit. LO’s can push data to Blend when they’re ready to send the Blend application link, or have it automatically sent once the specific data is available.
This integration enables lenders to improve marketing ROI by driving traffic to a mortgage application designed for conversion. Blend and Surefire events trigger communication to borrowers and the LO at the best frequency to deliver timely updates, and additional opportunities to promote app-to-funding turn times.
Key Features
- Bi-directional sync delivers full transparency on the customer lifecycle
- Capture higher quality applications by guiding the borrower through best-of-breed rule based workflows to help deliver loans that close
- Streamline processes for all stakeholders including borrowers, loan teams, and real estate agents, all on one platform
