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Surefire by Top of Mind | CRM Partnership

In today’s mortgage industry, relationships are everything. Staying connected with borrowers—whether they are buying today or a few years down the road—is essential to increasing conversions and consistently giving those customers the best experience around. 

With integration and two-way sync with Top of Mind Surefire CRM, SimpleNexus ensures borrower and Realtor partner contacts are always current—no matter where that contact originated.

More about our partnership with Top of Mind

If a prospect activates the SimpleNexus app or completes a loan application, that information is automatically captured in SimpleNexus and uploaded as a borrower lead in your Surefire CRM. If contact information changes, or new borrower data is entered in Surefire, that data is automatically updated in SimpleNexus.

Your loan originators (LOs) also have the option of performing a “manual sync,” which initiates a call to Surefire to update the contact list in SimpleNexus at any time.

As a result, your LOs stay connected to their borrowers through every stage of the relationship, whether they’re first-time buyers, established customers ready to refinance, or prospects who need a little time before they are ready to buy. When the time is right, your company gets the business, because your LO was the one who consistently stayed in touch.

“We’re using the insight we have to build better relationships with our customers.”

Chris Knowlton, Chief Information Officer Inlanta Mortgage

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We would love to talk about your Integration needs.

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