Surefire CRM

4.5 (55)
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CRM and lead management software for mortgage businesses

About Surefire CRM

Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store the contact details of leads in a centralized database.

Surefire CRM allows organizations to conduct audits and maintain compliance with various regulatory standards, such as the Real Estate Settlement Procedures Act (RESPA), Telephone Consumer Protection Act (TCPA), and more. Sales professionals can pre-record voicemails using customizable scripts, configure access permissions, and send personalized voice messages to specific contacts. It also lets users manage email campaigns and create marketing flyers with built-in content designing tools.

Surefire CRM provides an API, which enables businesses to integrate the platform with various loan operating systems (LOS) such as Encompass, LendingQB, Floify, and more. Other features of the software include database monitoring, customizable branding, and text messaging.


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Surefire CRM Software - Surefire CRM dashboard
Surefire CRM Software - Surefire CRM marketing automation
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Surefire CRM Software - Surefire CRM dashboard
Surefire CRM Software - Surefire CRM marketing automation
Surefire CRM Software - Surefire CRM marketing flyers
Surefire CRM Software - Surefire CRM closing gifts

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Reviews

Overall rating

4.5 /5
(55)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.1/5
Customer Support
4.4/5

Already have Surefire CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 55
Maureen
Maureen
Overall rating
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Right Arm To The Marketing Department

Reviewed on 2020/06/22

We've used Surefire since 2013. In the beginning we opted for SF over Salesforce because we...

We've used Surefire since 2013. In the beginning we opted for SF over Salesforce because we believe the ease of adoption would be greater. Back then, the set it and forget it model was what we were looking for, plus it was an easy to use intuitive system. In 2018 when we were making the decision to move to the new 3.0 platform or stay with SF we looked at a few options. We knew the transition would be hard for the LO's either way but Surefire seemed to have more freedom with what we could customize and their roadmap for development was impressive.
We use Surefire for our databases, lead generation, email marketing, in process touchpoints, flyers and social media deployment. We have also just finalized integrations with BombBomb, Mortgage Coach, Monitorbase and others. We know there are major improvements coming and we are excited to see them.

Pros

There are quite a few features I like about this system, but if I had to pick one it would be the rules/ workflows. The system is customizable to the point where each Loan Officer could have their own rules and workflows if you choose to. the number of rules you can generate for specific needs it endless; from pre-qual and in process to post closing follow up and Lead generation. We have individual branches using some rules that suit their geography and ways they do business, and other branches with a different set of rules based on their needs. Their customer service is also top notch.

Cons

Some things I feel are missing are a more intuitive self service reporting feature. I can request almost any report I want, but the self service module lacks the customization we have come to need. There are a couple of other simple things that can be improved on, such as a more customizable permissions module. They offer a great deal here, but there are one or two options we'd like added based on the role of the individual and how they use the system.

Response from Top of Mind

Hi Maureen, thank you for taking the time to leave this review! We are so glad your experience with Surefire and our customer service team has been great. Your constructive feedback on the reporting and permissions features will help us improve Surefire for all users.

Mark
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Surefire CRM Review

Reviewed on 2023/03/13

Pro. Will continue to use for my CRM.

Pro. Will continue to use for my CRM.

Pros

It's easy. I like the content sent to my borrowers throughout the loan process.

Cons

It's a little expensive. There are some limitations with integrations of other web-based products.

Ron
Overall rating
  • Industry: Real Estate
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

My Honest Review of Surefire CRM for the Mortgage Industry

Reviewed on 2024/03/13

My overall expiernce with Surefire was horrible. It has a very corporate structure that is more of...

My overall expiernce with Surefire was horrible. It has a very corporate structure that is more of an assembly line for their sales people, rather than a CRM company designed to help their clients grow and retain clients. Its expensive nature limits user growth, and is not designed for a large scale operation, or medium to small scale operation like ours.

Pros

I liked how the system was extremely customizable, and came with a preset of campaign templates that were easy to edit.

Cons

The lack of support, lack of value, lack of updates, and poor connectivity to other third party applications that are needed for the mortgage industry, such as an LOS or POS.

Cheri
Overall rating
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best marketing automation software out there for the mortgage industry!

Reviewed on 2020/06/02

We have a unique situation in that we use a customized version of Salesforce as our database of...

We have a unique situation in that we use a customized version of Salesforce as our database of record, and Surefire as our marketing automation platform. We created our own integration between Salesforce and Surefire which has enabled us to keep our LOs working out of Salesforce only for their data management, which is exactly what we needed. Because of this, we have found Surefire to be a fantastic solution for our unique needs. The support team has been amazing with helping me to troubleshoot and work through different scenarios and create business rules to automate our marketing.

Pros

When searching for a marketing automation software solution, it was critical for our company that we be able to have control over designing, approving, and implementing the marketing content on behalf of our Loan Officers. Surefire has enabled us to do just that, and more! The ease of use, combined with the wealth of existing content and amazing tools has exceeded our expectations!

Cons

We made some errors with initial data import due to lack of knowledge about how the system worked, and that caused us to have to do some data clean-up. In some cases, the team at Surefire was able to assist us with the clean-up, but in other cases we had to do it ourselves and that was a time-consuming project.

Alternatives Considered

Total Expert

Reasons for Choosing Surefire CRM

We needed the ability to have control over the design and execution of our marketing workflows and to execute at a corporate level on behalf of our LOs. Another important factor was the compliance tools built in to the platform that allowed us to create an audit report with the click of a button.

Reasons for Switching to Surefire CRM

Ease of use, value, and the ability to implement the system the way we needed to. We have been completely satisfied with our experience and would highly recommend Surefire to other companies.

Response from Top of Mind

Hi Cheri, thank you for taking the time to leave us this amazing review. We are so happy to hear that Surefire's ease of use, content, and tools have exceeded your expectations! Your constructive feedback will help us continue to improve.

Jason
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

No Customer Service

Reviewed on 2022/08/17

This company has the worst customer service. My account rep disappeared shortly after bringing me...

This company has the worst customer service. My account rep disappeared shortly after bringing me on and I've only been able to reach him a couple of times when I had a question. The help email does not work whatsoever, so if you need a little help with something you're totally screwed. You also cannot speak to anyone at the company if you call. No one answers their phone and you have to get to the executive level to receive a return call. If you don't have an internal team member to manage the crm for you and you're not a tech savvy person or just too busy of a sales person to deal with it you're going to hate this system. The lack of support is honestly unbelievable. I had to email the accounting department for help getting to speak with someone for small things and we're 26 days with still no name, phone, or email address of anyone who will be there when I need them.

Pros

The software is good. Like any CRM it takes time and in some cases some expertise if tech is not your thing.

Cons

Reporting is not good or easy to produce. Also the powercalls is a pain to use in all ways. It's supposed to be a dialer system similar to phone burner or mojo, but you have to create essentially a marketing campaign to use it. It would be way better if you could just select a list and dial. Additionally, setting up the pre-recorded voicemail is another time consuming task. While cheaper than its competitors it loses when it comes to ease of use.

Showing 5 reviews of 55 Read all reviews

Surefire CRM FAQs

Below are some frequently asked questions for Surefire CRM.

Surefire CRM offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Top of Mind for pricing information

Surefire CRM has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Surefire CRM supports the following languages:

English

Surefire CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Surefire CRM integrates with the following applications:

Blend, BombBomb, BytePro, Calyx Point, Constellation Mortgage Solutions, Encompass, Experience.com, Fiserv, Floify, Fusion Mortgagebot, LendingPad, MeridianLink Consumer, MeridianLink Mortgage, MonitorBase, OpenClose Lending Solution, Sales Boomerang, Salesforce Platform, Zapier, nCino’s Mortgage Suite

Surefire CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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