Who is Surefire by Top of Mind?
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.
Integration type: CRM
What will the Floify—Surefire by Top of Mind Integration support?
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, Surefire will automatically create new leads within the CRM from a Floify loan flow or application.
This automated action ensures that new borrower prospects who start and submit an application from the LO's apply now page are simultaneously created in the LO’s Surefire CRM, without requiring staff to duplicate data entry. Surefire lead data can also be created when a prospect submits their application and/or when the LO starts a new loan flow manually.
How to Set Up and Use
Navigate to the Company Settings and select the Integrations tab:
Navigate back Home and select the icon towards the right of the team name to finish configuring the CRM properties:
Navigate to Home and switch back into the user's account:
Date of Birth
First and Last Name
Co-Borrower Date of Birth
Co-Borrower First and Last Name
Co-Borrower Contact Info
Co-Borrower Current Address