Tag Archives: Surefire CRM

Mortgage Coach enhances integration with Black Knight’s Surefire to support lenders with mortgage education that helps convert borrowers at scale

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry. The enhancement enables lenders to execute marketing campaigns that help convert borrowers at scale with Mortgage Coach Total Cost Analysis (TCA)-embedded marketing content.

Surefire is Black Knight's CRM and mortgage marketing engine that helps lenders of all sizes win new business, earn repeat business and generate referral business. Through Surefire's integration with Mortgage Coach, TCA-enriched, text- and email-marketing content that engages borrowers with interactive loan comparisons is now available to mutual customers in Surefire's creative asset library. The integration also enables lenders to leverage Surefire's marketing automation capabilities to build TCA-enriched content into prospect, nurture and Client for Life workflows, as well as deploy targeted campaigns on a one-off basis.

"Combining Mortgage Coach's TCAs with Surefire's intelligent marketing workflows equips lenders to engage borrowers at any stage in the homeownership lifecycle with the education they crave via their communication channel of choice," said Mortgage Coach President Joe Puthur. "Empowering borrowers to compare the merits of multiple financial products positions loan originators as highly trusted advisors that can provide counsel, not just pricing."

"Our integration with Mortgage Coach allows Surefire users to seamlessly engage prospects with valuable education on how the type of loan they select impacts their financial outcome - information they may not have seen before," said Erik Enright, Managing Director of Surefire CRM and Mortgage Marketing for Black Knight. "We are excited about this integration that makes it easy for loan officers to provide personalized lending education."

The release of TCA-enriched creative content builds upon Mortgage Coach's existing integration with Surefire, which enables lenders to generate TCAs prefilled with borrowers' current loan and financial data from Surefire's dashboard. Currently, lenders can generate seven types of TCA comparisons in Surefire, including the purchase power analysis, move-up analysis and annual mortgage review.

About Mortgage Coach

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

RELATED LINKS:
https://www.topofmind.com/

News from Mortgage Coach

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

Related link: https://mortgagecoach.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind makes Surefire Creative content available as a standalone marketing resource for mortgage lenders

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Surefire Creative, an online library of award-winning marketing collateral designed to supplement mortgage lenders' prospect, client and partner marketing programs.

The collection of on-demand email, video and interactive content, available as a subscription service, is hand-selected by mortgage industry experts from the full content library available to Top of Mind's Surefire CRM customers. While mortgage lenders can use Surefire Creative to deploy content on a one-off basis, the new service's true value lies in its ability to integrate with lenders' existing marketing automation workflows. For instance, lenders who build customer journeys using Salesforce Marketing Cloud but don't have in-house mortgage marketing expertise can plug in content from Surefire Creative and deploy it at scale.

Surefire Creative collateral reflects each lender's unique brand and can be easily customized with loan officer and referral partner details. Each piece of content is expertly designed to nurture lenders' relationships with customers. Often educational and always entertaining, Surefire Creative's English- and Spanish-language content includes loan calculators and interactives that are dynamically personalized on the fly for each borrower.

Top of Mind's creative content has earned recognition in multiple internationally renowned award programs, including the AVA Digital Awards, the Telly Awards and the Hermes Creative Awards. To learn more about Surefire Creative, visit https://www.topofmind.com/surefire-creative/.

"Top of Mind's reputation for award-winning content that drives customer engagement has created a widespread demand for access to our collateral library," said Top of Mind Chief Operating Officer Erik Enright. "Whether you're an enterprise lender or running a small team, Surefire Creative is the tool you need to access highly personalized, highly scalable campaigns that will help you grow your business."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Surefire Creative, an online library of award-winning marketing collateral designed to supplement mortgage lenders' prospect, client and partner marketing programs.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind launches ‘Retention Center’ to help loan originators foster customer loyalty

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.

The Retention Center is an online retention gift store that enables loan originators (LOs) to curate a gift-receiving experience for clients in lieu of or in addition to corporate-level client retention initiatives. Within the Retention Center, LOs can build automated retention gift campaigns based on rules such as loan type (refinance or purchase), loan amount and occasion. Once a retention gift campaign has been activated, Top of Mind dynamically customizes, professionally packages and ships the retention gift to its recipient. Retention Center gift options include bamboo cutting boards, premium whole-bean coffee, a self-inking address stamper and dynamic birthday cards.

"There are innumerable studies that illustrate how customer retention is a critical component of company growth. Retaining customers is less expensive than acquiring new ones, and loyal customers are more likely to spend more and refer family and friends," said Top of Mind Chief Revenue Officer Nick Belenky. "We launched the Retention Center to help lenders strengthen borrower repeat business with unique gifting opportunities that make clients feel valued and help originators stay 'top of mind.'"

Top of Mind's Surefire CRM is the most-used CRM and marketing platform in the mortgage industry. Mortgage professionals of all stripes - including retail, wholesale, consumer direct and bank lenders - strengthen referral partnerships and deepen their emotional connections with borrowers to cultivate clients for life.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world's most popular enterprise CRM. The connection gives mortgage lenders unprecedented choice and control over the way information is shared between their enterprise CRM and mortgage marketing technologies.

Salesforce is not required to reap the benefits of Surefire, which offers native CRM capabilities. However, Top of Mind's tie-in with Salesforce Lightning Connect helps banks, credit unions and independent mortgage companies that have already invested in Salesforce maximize the effectiveness of their marketing programs by playing to the unique strengths of each platform.

"For an enterprise-class lender, there's no better CRM than Salesforce - and there's no better mortgage marketing automation tool than Surefire," said Top of Mind Chief Operating Officer and Chief Technology Officer Erik Enright. "We've made it easy for lenders to leverage the best of both systems and tailor the experience to the exact way they do business."

Top of Mind's connection with Salesforce comes pre-configured with default mapping to Salesforce data fields, making it easy to use out of the box. By adjusting a few simple toggles, lenders can specify exactly what data should be shared between systems, which direction the data should flow and when it should be pushed. For instance, lenders may wish to share just leads and contacts, or they may choose to share tasks, events, emails, and phone call records. Records can be shared as they are created, or they can be shared every time they're updated. Lenders can even create and share custom data fields.

"We built this connection to give mortgage lenders choice and control over the way Salesforce and Surefire work together - without the need to hire a six-figure developer or consultant," said Enright. "Whether loan originators log into both systems or only use one system of record, the data flow can be adjusted to suit."

Lenders that use Salesforce Sales Cloud to manage leads and customers can turn on Top of Mind's marketing automation workflows to engage contacts with dynamic content designed to win new business, earn repeat business and deserve referral business. If a company prefers to build its customer journeys with Salesforce Marketing Cloud instead of Surefire, it can still make its marketing automation more impactful with Top of Mind's award-winning content. And whether a lender uses Salesforce Sales Cloud, Salesforce Marketing Cloud, or both, its marketing program can be greatly enhanced by the application of Top of Mind's Blueprints for Success, a set of mortgage marketing best practices informed by the team's more than 450 years of mortgage industry experience.

For more information about Top of Mind's connection with Salesforce, request a demo.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm @salesforce #marketingautomation #mortgagemarketing #digitalmortgage

News from Top of Mind Networks

Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world's most popular enterprise CRM.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind’s Surefire CRM Integrates with LendingPad LOS to Streamline Communication Throughout the Loan Origination Process

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced an integration between its Surefire CRM and the LendingPad(r) suite of loan origination solutions (LOS).

The direct API connection enables real-time sharing of contact records and loan milestones between LendingPad and Surefire CRM, which in turn allows lenders to automate the delivery of personalized communication that enhances the loan applicant experience and keeps deals moving forward. For instance, originators can use Surefire CRM to dynamically generate and deploy interactive content that walks first-time homebuyers through what to expect during the loan process. The system can automatically "nudge" applicants who need to submit documents to complete their loan applications. And once an application is complete, Surefire CRM keeps all stakeholders up to date on the loan's status at every stage in the origination process, eliminating the need for borrowers and loan originators to play phone tag.

"We've been hearing from more lenders as well as independent mortgage brokers that LendingPad has become their LOS of choice thanks to its quick speed-to-value and smooth URLA execution," said Top of Mind CEO Bill Hayes. "We have responded swiftly to that market demand with a seamless integration that lets lenders combine the agility and efficiency of LendingPad with the power of industry-leading marketing automation tools and dynamic content from Surefire CRM."

LendingPad offers a full suite of cloud-based LOS solutions for mortgage brokers, independent mortgage companies, banks and credit unions with fast implementation and flexible pricing that scales to teams of any size, from just a few users to enterprise institutions. Each edition of the LendingPad LOS fully supports the redesigned Uniform Residential Loan Application (URLA) and is Mortgage Industry Standards Maintenance Organization (MISMO) v3.4 compliant.

"LendingPad is an agile, modern LOS with a commitment to serving mortgage lenders - and helping them compete - woven into our DNA," said LendingPad Managing Director Wes Yuan. "Our integration with Top of Mind's Surefire CRM delivers on that commitment by enabling originators to stay engaged with borrowers throughout the loan process in a way that's both personal and efficient."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks ( https://www.topofmind.com ) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

About LendingPad:

LendingPad Corp ( https://www.lendingpad.com ) provides a complete suite of loan origination solutions for banks, brokers, and institutions via its LendingPad LOS product line. LendingPad is designed to streamline operations, strengthen communication, and reduce costs in mortgage lending. The cloud-based solutions include end-to-end features such as point-of-sale, document management and loan fulfillment. LendingPad is a winner of the 2021 HousingWire Tech100 award and one of the Top 10 Mortgage Solution Providers by Banking CIO magazine. The platform is endorsed by the National Association of Mortgage Brokers (NAMB) and the Association of Independent Mortgage Experts (AIME) and is a premier member of the Mortgage Bankers Association (MBA).

@mortgagecrm @LendingPad #marketingautomation #mortgagemarketing #digitalmortgage

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced an integration between its Surefire CRM and the LendingPad(r) suite of loan origination solutions (LOS).

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind Partners with MBS Highway to Make Real Estate Report Cards Available Through Surefire CRM

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind's award-winning Surefire CRM.

MBS Highway's Real Estate Report Card is a single-page dashboard that provides homebuyers a high-level overview of a home's value couched within the context of neighborhood real estate data. Designed to position mortgage lenders and their real estate agent partners as market experts, Real Estate Report Cards include graphs depicting a property's historical and forecasted appreciation, affordability index and current neighborhood inventory. Real Estate Report Cards can be co-branded with real estate agents to strengthen referral partnerships.

Top of Mind's integration with MBS Highway enables lenders to generate and distribute Real Estate Report Cards from Surefire CRM, facilitating their seamless deployment via email or text in tandem with Surefire CRM's award-winning marketing campaigns and automated workflows.

"We are very pleased to announce the integration of MBS Highway with Top of Mind," said MBS Highway Founder and CEO Barry Habib. "This will make it even easier for our mutual clients to maximize the benefits of these two powerful tools, especially during the changing market."

"Loan officers are always looking for ways to help borrowers make better-informed buying decisions and integrating Real Estate Report Cards within Surefire makes that possible at scale," said Top of Mind Chief Revenue Officer Nick Belenky. "We're proud to partner with MBS Highway to deliver a world-class, omnichannel marketing experience for our mutual customers."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

About MBS Highway:

MBS Highway is a Holmdel, New Jersey-based mortgage intelligence and sales effectiveness platform that enables mortgage industry professionals to interpret, forecast, and leverage activity in the mortgage markets to drive value to potential homebuyers. MBS Highway offers exclusive information that mortgage professionals can rely on for ultimate relevance, speed, and precision. The Company aims to deliver products that enhance the value mortgage professionals can provide to existing and prospective customers, increasing their topline revenue and overall customer experience. For more information, visit www.mbshighway.com.

@mortgagecrm @MBSHighway #marketingautomation #mortgagemarketing #digitalmortgage

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with MBS Highway to distribute Real Estate Report Cards through Top of Mind's award-winning Surefire CRM.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners at scale.

Loan originators (LOs) do not need any special software to use Power Video; instead, they can record videos directly within Surefire CRM or upload videos from any mobile device. Lenders can send video content to clients and referral partners via email or text message on a one-off basis or as part of an automated, targeted marketing workflow.

"You can't always talk to your customers face-to-face, but that doesn't mean you can't make a connection that's both personal and powerful," said Top of Mind Executive Vice President of Sales Nick Belenky. "We built Power Video to make it easy for lenders to manage video communication at scale, whether they have one LO or ten thousand LOs."

Frontline originators don't even have to log in to Surefire CRM to benefit from Power Video. Explains Belenky, "Let's say a lender wants to send a video birthday greeting to every past client. With Power Video, the marketing manager can send the entire origination team a script with a link to record their birthday greeting - all via text message. The system automatically uploads each LO's video clip to the right folder in the Surefire content library, and then the workflow is ready to deploy in a centralized fashion."

Power Video offers lenders scalability and built-in compliance controls that are not available in other mortgage video solutions. Every Power Video automatically becomes part of the lender's audit file in Surefire, making it easy to respond to records requests in the event of a compliance audit.

For more information, visit https://www.topofmind.com/power-video/.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm #marketingautomation #mortgagemarketing #digitalmortgage #PowerVideo #SurefireCRM

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners at scale.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind’s ‘Surefire Lookbook’ Helps Mortgage Lenders Showcase Their Marketing Assets to Prospective Loan Officers

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released a new feature designed to aid mortgage lenders with the recruiting process. With the Surefire Lookbook, lenders can showcase their investment in marketing technology and demonstrate their ability to help prospective loan officers compete with content.

The Surefire Lookbook is a "highlight reel" of Top of Mind's wide range of award-winning content - but instead of showing generic samples of marketing collateral, each Lookbook is dynamically customized with the lender's unique branding and the prospective loan officer's headshot, contact information and location. In just 60 seconds, prospective recruits can see themselves featured in their future employer's marketing emails, open-house flyers, direct-mail postcards, interactive multimedia and more - including co-branded marketing campaigns that also feature a Realtor or other referral partner.

"The Surefire Lookbook is a new concept to this industry and we encourage lenders to check it out for themselves to understand just how valuable it can be to the recruiting process," said Top of Mind Chief Revenue Officer Nick Belenky. "A mortgage lender's investment in effective marketing and technology is an important factor in attracting talent, especially in the ultra-competitive job market our industry faces today. Our goal is simple: to show prospects how their future employer's marketing program will help them generate more leads, collaborate with referral partners and keep a full pipeline."

Top of Mind's Surefire CRM is the most-used CRM and marketing platform in the mortgage industry. Mortgage professionals of all stripes - including retail, wholesale, consumer direct and bank lenders - strengthen referral partnerships and deepen their emotional connections with borrowers to cultivate clients for life.

Lenders can use this sign-up form to request a custom-branded lookbook that can be dynamically generated for each recruiting prospect.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released a new feature designed to aid mortgage lenders with the recruiting process.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind Integrates with Sales Boomerang to Help Mortgage Lenders Seize More Sales Opportunities, Hang On to Existing Customers

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly outperform customer retention benchmarks by responding rapidly to loan opportunities as they arise.

Sales Boomerang notifies mortgage lenders the moment an unqualified lead becomes qualified - for instance, when a prospect's FICO score improves, when a borrower could reduce their mortgage payment or pay off debt by refinancing, or when a consumer's credit activity indicates they may be shopping for a mortgage. Lenders can define the criteria for a triggering event at the enterprise or individual loan originator (LO) level. Prescriptive scenarios make it effortless for loan originators to understand and capitalize on opportunities they would otherwise lose to competitors, delivering an average 20 to 30% lift in loan volume.

The newly announced integration embeds Sales Boomerang directly inside Top of Mind's Surefire CRM, the most popular CRM and marketing automation platform in the mortgage industry. Surefire's award-winning technology can be used to deliver timely reminders to LOs to follow up on the opportunities presented by Sales Boomerang. Alternatively, lenders can use Surefire to automatically deploy context-specific marketing campaigns to consumers on behalf of LOs, ensuring opportunities are never overlooked.

"As refi volume declines in 2021, lenders will need to nurture existing relationships to stay competitive in a purchase market," said Top of Mind VP of Sales Nick Belenky. "Together, Surefire's CRM and marketing automation platform and Sales Boomerang's automated borrower intelligence and retention system act as a powerful client retention force that empowers lenders to establish themselves as an indispensable partner in the homeownership journey."

"The lending industry is notorious for its abysmally low average customer retention rate; eighty percent of borrowers will take out their next loan with a different lender than the one they used previously," said Sales Boomerang CEO Alex Kutsishin. "Helping banks, credit unions and independent mortgage lenders beat those odds - often retaining as high as 65% or more of past customers - is at the core of everything we do."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

About Sales Boomerang:

Sales Boomerang revolutionized the relationship between a Mortgage Lender and Borrower with the introduction of the only automated Borrower Intelligence System in 2017, which tells lenders when anyone in their database is ready for a loan. Today, Sales Boomerang is the #1 Borrower Retention strategy in the industry and has discovered over $30B in new volume for Lenders. Sales Boomerang's notifications are integrated with the best CRM/Marketing Automation Systems in the industry to provide a seamless experience for Lenders and Borrowers. Sales Boomerang's employees are dedicated to improving the lending experience for Lenders and Borrowers, and united behind the ethos - No Borrower Left Behind(TM).

Twitter: @mortgagecrm @SalesBoomerang #marketingautomation #mortgagemarketing #digitalmortgage

*LOGO link for media: https://www.Send2Press.com/300dpi/19-1230s2p-topofmind-logo-300dpi.jpg

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has partnered with Sales Boomerang, the industry's top-rated automated borrower intelligence and retention system, to help loan originators uncover new business opportunities and significantly outperform customer retention benchmarks by responding rapidly to loan opportunities as they arise.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Top of Mind Makes Educational Content from Its Surefire Summit Available to Mortgage Marketers Industry-Wide

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the conference originally aired as a users-only virtual event.

According to CEO Bill Hayes, Top of Mind's decision to make its conference content widely available was spurred by the company's interest in helping mortgage lenders maintain momentum in the face of forecasts that call for a diminished refinance market in 2021.

"To minimize the need to wrestle competitors for leads in 2021, lenders will need to pivot from a churn-and-burn mentality to nurturing the huge wave of refi customers they acquired this year," said Hayes. In October, the Mortgage Bankers Association (MBA) published its prediction that refis will drop by 46% in 2021, 39% in 2022 and 9% in 2023.

Available at no cost, the 2020 Surefire Summit includes sessions with industry leaders like Barry Habib. Additionally, viewers will also receive a content giveaway that includes a flyer bundle educating borrowers on the upcoming loan limit increase.

Now in its 9th year, the annual event brings together the Top of Mind team, top mortgage industry speakers, technology partners and SurefireCRM customers to help lenders derive the greatest value from their mortgage marketing programs. Surefire Summit 2020 sessions can be accessed here: https://www.topofmind.com/surefire-summit-2020-insider/.

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm #mortgagemarketing #SurefireSummit

News from Top of Mind Networks

Top of Mind Networks, a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the widespread availability of educational content from its 2020 Surefire Summit user conference. Designed to teach mortgage marketers how to earn clients for life, the conference originally aired as a users-only virtual event.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Surefire CRM by Top of Mind Integrates with Floify to Maximize Mortgage Loan Originators’ Sales Process

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital mortgage point-of-sale solution Floify. The integration streamlines data flow between the CRM and POS systems, enabling automatic contact creation and loan milestone syncing. The combined solution empowers loan originators to effortlessly deploy Surefire workflows and award-winning content to prospects and in-process loan applicants for higher application conversion and loan pull-through rates.

"Surefire CRM and Floify work in tandem to deliver more loans that close with rule-based workflows and best-of-breed communications that guide borrowers through the customer journey," said Top of Mind VP of Sales Nick Belenky. "An especially high-volume year is the perfect time to take advantage of platform integrations that do the work for you, delighting customers and saving loan originators precious time."

Uniting to eliminate errors from customer databases, Surefire CRM and Floify ensure that no contact goes overlooked or unrecorded. New leads are automatically added to Surefire CRM from Floify loan flows and online 1003 applications. On the back end, Floify milestones sync with Surefire CRM's deal phases, making it easy to deploy timely content that keeps deals moving.

"In today's fast-paced mortgage industry, lenders want the speed and convenience of Floify's digital mortgage automation solution integrated with a robust CRM like Top of Mind's Surefire CRM," said Floify CEO Dave Sims. "Our partnership with Top of Mind has allowed us to combine these critically important systems to deliver a powerful mortgage lending platform and heightened borrower experience to our industry's tech-savvy loan originators."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

About Floify:

Floify is a digital mortgage point-of-sale solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado. For more information, visit the company's website at floify.com or on social media at Facebook, LinkedIn, or Twitter.

@mortgagecrm @Floify #marketingautomation #mortgagemarketing #digitalmortgage

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital mortgage point-of-sale solution Floify.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

VIP Mortgage Implements Surefire Power Messaging by Top of Mind, Generates Hundreds of Extra Deals in Q2 2020

ATLANTA, Ga. /ScoopCloud/ -- Arizona-based independent mortgage lender VIP Mortgage reported that it has generated hundreds of extra deals in Q2 of 2020 with the help of Surefire Power Messaging from Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry.

Surefire CRM is the most popular CRM and marketing automation platform in the mortgage industry. The award-winning technology delivers personalized, actionable intelligence throughout the entire homeownership lifecycle to every client and prospect. Launched April 1, 2020, Power Messaging is a Surefire CRM feature that makes it easy for lenders to engage prospects and customers with personal and timely text message communications, giving lenders control over when, to whom and under which circumstances messages are sent. Lenders have the ability to automate text communication using conditional rules and advanced workflows.

An early adopter of Power Messaging, VIP Mortgage began using the feature in April 2020 to target refinance prospects. During Q2, loan officers (LOs) at VIP Mortgage closed an average of 56% more loans per month compared to LOs at similarly-sized peers who hadn't yet adopted Power Messaging. In all, VIP Mortgage's Power Messaging campaigns generated a total of 332 deals over the course of Q2, of which 38.6% converted to closed loans with an average loan amount of $303,000.

"Our LOs that have incorporated Power Messaging into their multimedia refi campaigns have experienced such great success that now any time an LO does a refi campaign, I recommend the use of Power Messaging as a best practice," said VIP Mortgage Director of Marketing Cheri Booth. "With Surefire CRM features like Power Messaging, we've been able to create a marketing service that our LOs absolutely love."

"Power Messaging enables lenders to deliver high-touch text communication at scale," said Top of Mind CEO Bill Hayes. "This feature is especially relevant in today's market because it can be built into automated workflows, which multiplies originator productivity."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

@mortgagecrm @VIPMortgageInc #SurefireCRM

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News from Top of Mind Networks

Arizona-based independent mortgage lender VIP Mortgage reported that it has generated hundreds of extra deals in Q2 of 2020 with the help of Surefire Power Messaging from Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Loan Officers Executing Automated Marketing Campaigns Close Twice the Deals, Earn Double the Revenue, Top of Mind Finds

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number of closed loans and revenue production.

Top of Mind calculations derive from fourth quarter 2019 user behavior and productivity data for individual loan officers at its top 25 percent revenue generating lender clients. Automated marketing campaigns were highly correlated with improved LO performance when outbound marketing campaigns preceded the receipt of a loan application.

In the analysis, LOs leveraging Surefire's automated marketing campaigns closed an average of twice as many loans and produced twice the revenue, in contrast with LOs who did not engage prospects with automated marketing campaigns.

As reported by STRATMOR Group, Top of Mind's flagship CRM and marketing automation platform Surefire is deployed by 74 percent of lenders using similar solutions, making its users' behaviors a best practice indicator for improving LO performance and revenue generation, such as engaging leads with automatically executed, targeted marketing campaigns.

"The most profound insight from our data analysis is that using Surefire not only works as expected, but has the very real ability to substantially lift average closed loan volume and revenue produced by every loan officer," said Top of Mind CEO Bill Hayes. "Even at the simplest macro scale, this is meaningful evidence that using automated marketing campaigns succeeds as a best practice."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com/) has grown from a bootstrapped post-close, follow-up solution into the leading CRM/marketing automation firm in the mortgage industry. Their Surefire platform is widely regarded as the gold standard in enterprise CRM, automating best practice throughout a borrower's prospect-to-repeat-customer lifecycle.

Twitter: @mortgagecrm

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S2P-STORYID:56448

News from Top of Mind Networks

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today released data revealing that loan officers (LOs) who utilize automated lead, prospect and nurture campaigns on average see double the number of closed loans and revenue production.

Related link: https://www.topofmind.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.