Top of Mind Surefire CRM
Integrate with 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.
Top of Mind ensures this growth by placing their 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.
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.
Book a personalized demo of our integration with Top of Mind Surefire CRM
During your demo, you'll see how Floify can help you streamline your lending by integrating with Top of Mind Surefire CRM, securely collecting documents faster, accepting more applications with less effort, automating loan status updates to save time, and more.
Complete and submit our secure demo form and a member of the Floify team will contact you to schedule your demo day and time.