Top of Mind
Surefire CRM

 

Integrate With Surefire CRM by Top of Mind

Loan originators who utilize Top of Mind's Surefire CRM to power their customer database and marketing workflows can now connect the CRM with their Floify point-of-sale to help streamline redundant data processes.

When the integration is configured and active, users will have the ability to:

  • Automatically create new leads within the Surefire CRM from a Floify loan flow or application.
  • Create a one-way sync of Floify milestones to Surefire deal phases.

These automated actions ensure data integrity between the two systems and reduce the need for duplicate data entry.

Milestone mapping can be enforced at either the company or team level within Floify.

  • top of mind surefire mortgage crm floify integration example
  • top of mind surefire mortgage crm floify integration example

How to Install

Contact Top of Mind/Surefire and ask them to set up "mapping" for your Surefire CRM Integration. You can continue with the steps below while this is in-progress, but the mapping procedure must be complete for your Floify/Surefire CRM Integration to work.

  • top of mind surefire mortgage crm install process
  • top of mind surefire mortgage crm install process
  • top of mind surefire mortgage crm install process
  • top of mind surefire mortgage crm install process

About Top of Mind Surefire CRM

Top of Mind’s Surefire CRM is the #1 most used sales and online marketing platform for the mortgage industry. Simple to use and implement, thousands of mortgage professionals from individuals to large enterprise clients successfully use Surefire to manage and grow their sales pipeline.

We ensure this growth by placing our customers top of mind with their database through the development and automation of personalized, one-to-one marketing campaigns to their prospects, in-process loan customers, and past clients.

To learn more about Top of Mind Surefire CRM, use the form below to schedule a demo.

Try Floify for Free

Start your free trial today and discover how the Floify mortgage point-of-sale platform helps transform your lending operations, so you can:

  • Close loans faster.
  • Make borrowers happier.
  • Strengthen referral relationships.
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