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Encompass from ICE Mortgage Technology

Amount of information stored and utilized: Users appreciate the vast amount of information that Surefire can store and utilize, finding it great for marketing purposes in purchase and refinance related content. Many reviewers feel that this feature is a major advantage of using Surefire CRM.

Customizable nature: Users like the customizable nature of Surefire, allowing them to create their own fields, workflows, and marketing materials quickly. This flexibility is highly valued by many users who have mentioned it as one of the key strengths of Surefire.

Well laid out and easy to navigate: Users find the tool well laid out and easy to navigate, particularly in terms of contact management and sorting. Several reviewers have mentioned how intuitive the interface is, making it simple for them to manage contacts efficiently.

Difficult User Interface: Many users have expressed difficulties with the user interface of Encompass, particularly with features that were not properly described, causing confusion for new users. The lack of clear instructions and intuitive design has hindered their ability to navigate and utilize the platform effectively.

Bugs and Inconveniences: Numerous users have encountered various bugs and inconveniences while using Surefire. These issues range from difficulties in generating reports to experiencing a confusing and slow user experience. Such technical glitches have disrupted their workflow and added unnecessary frustration.

Steep Learning Curve: A significant number of users find Surefire overwhelming due to its abundance of features, resulting in a steep learning curve. Loan officers, in particular, feel that the platform is overly complex for their needs. This complexity makes it challenging for them to fully grasp and leverage all the functionalities efficiently.

Users of Surefire have made several recommendations based on their experiences with the platform. The most common recommendations include:

1. Take advantage of Surefire's extensive capabilities and features. Users highly recommend Surefire for its vast array of features and tools, specifically tailored to the mortgage industry. The platform offers great flexibility with flyers and back-end settings compared to other systems, making it a valuable asset for businesses in this sector.

2. Familiarize yourself with Surefire's documentation before integrating with other solutions. Users suggest reviewing Surefire's documentation thoroughly before integrating it with other systems. This step ensures a smoother integration process and maximizes the benefits of using Surefire alongside other solutions.

3. Prepare dedicated staff to handle the learning curve. Users advise having dedicated staff members who can invest time and effort into mastering Surefire. While the platform offers great value, there is a learning curve associated with it. Having dedicated personnel can help navigate this learning curve effectively, ensuring optimal utilization of Surefire's capabilities.

These recommendations highlight the positive impact that Surefire can have on businesses in the mortgage industry while emphasizing the need for proper preparation and understanding of the platform's features and integration processes.

Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.

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Surefire CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Surefire CRM | Individual and Team Solutions

SureFire CRM-Project Management.mp4

Surefire CRM | Solutions for Enterprise Lenders

Top of Mind Networks

No need to spend years experimenting. Just use Top of Mind's experience instead.
Any lender can use our Blueprints for Success to configure Surefire CRM for maximum marketing ROI. To learn more, reach out to sales@topofmind.com.

Experience Matters

No need to spend years experimenting. Just use Top of Mind's experience instead.

Any lender can use our Blueprints for Success to configure Surefire CRM for maximum marketing ROI. To learn more, reach out to sales@topofmind.com.

Surefire by Top of Mind is the #1 most-used mortgage CRM and marketing automation tool in the industry. It satisfies the requirements of large enterprise customers while still able to serve the needs of small teams.

Watch this quick video to see Surefire in action and hear what our customers have to say.
Get your mortgage marketing questions answered by our expert presenters! Request a Demo today. 
https://www.topofmind.com/request-demo/

What is Surefire?

Surefire by Top of Mind is the #1 most-used mortgage CRM and marketing automation tool in the industry. It satisfies the requirements of large enterprise customers while still able to serve the needs of small teams.

Watch this quick video to see Surefire in action and hear what our customers have to say.

Get your mortgage marketing questions answered by our expert presenters! Request a Demo today. 
https://www.topofmind.com/request-demo/

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Surefire CRM

Overview

What is Surefire CRM?