The Trending Mind by Top of Mind Networks

We've been walking on eggshells around the notion of automated phone calls thanks to the robocallers who frequently remind us of our cars' "extended warranty."But our customers aren't using a typical auto dialing system. They're using Surefire Power Calls, a customizable dialer created for loan officers to work faster while building personal connections.Send us an email at sales@topofmind.com to dial in to a more efficient way to win business.

You deserve a mortgage CRM with a toolset to grow your business in every state of the market. The key is to rethink and readjust how you use marketing automation, and CRO Nick Belenky has a few tactics up his sleeve. Want to see what Surefire can do for you? Let's chat: https://bit.ly/3rPZ0kN

Sales Boomerang and Surefire help mortgage lenders uncover and win business opportunities with existing customers. Learn more about the integration here: https://bit.ly/3vQaeGY

In our first episode of The Trending Mind Live, John and Maddie are joined by LendingPad's VP of Sales Dan Smith! They discuss how the integration of Surefire and LendingPad enhances the loan applicant experience, and how LendingPad has addressed URLA changes. Read more about the partnership here: https://bit.ly/3wAq9ZRWatch the full video on Facebook: https://bit.ly/2TctYGgOr on our YouTube channel: https://bit.ly/3i330Lw

Did you know that even though 74% of lenders use a third-party lead management or CRM tool, retention rates drop to 24% in the first two years? So, where’s the disconnect?Too many CRMs desert in-house gift personalization and deployment because there are external vendors to compete with. At Top of Mind, we saw this as an opportunity and built the Surefire Retention Center, a gift-giving program directly in Surefire.Are you ready to lessen your effort while increasing your business? 

As a mortgage lender, you should be picky when you’re choosing the best mortgage CRM. The quality of the people behind the product is just as important as the quality of the product itself.Behind Surefire is a highly qualified team of people with well over 450 years of combined experience ready to help you earn clients for life. Are you ready to win back the workday?

With our new Power Video feature and integration partner, Surefire CRM users can now create and automate personalized communications with ease, and without the need for any external software. Subscribe to The Trending Mind, a multi-channel newsletter distributed to mortgage professionals monthly. 

Is your marketing team experimenting with your borrowers?Is every loan officer marketing your brand in their own way? Is all that automation you have in place actually effective?When it’s time to revamp your mortgage marketing you bring in the best. You go to the latest system. And you know what can happen, despite the best intentions?This month we are focusing on why Surefire CRM users trust us over our competition. Learn how you could get the most value out of your mortgage marketing investment with Surefire.

Whether you are considering adding a wholesale or correspondent channel or already working with third-party originators (TPOs), you won’t want to miss this session. Maggie Reames and special guest Paul Akinmade, chief strategy officer of CMG Financial, share best practices and creative tactics for improving TPO collaboration with SurefireCRM to maximize speed, compliance and profitability.Key Takeaways:Help account executives (AEs) scale up their pipeline capacity by engaging brokers more efficiently with communications that are automated, yet highly personalizedDeploy dynamic rate sheets to active or prospective brokers in any market, eliminating the need for TPOs to log in for ratesSupport brokers who may lack creative design resources with product flyers and other collateral that’s personalized with their own image, signature line and licensing infoLearn how to design workflows for active brokers, inactive brokers and recruitment prospects with “sky’s the limit” fields that are customizable at the contact and loan level

Thanks to her extensive background in CRM implementation, VIP Mortgage Director of Marketing Cheri Booth takes a strong position on mortgage marketing and believes the best results are obtained when marketing is administered at the corporate level. But don’t let that fool you, as VIP Mortgage’s use of SurefireCRM is anything but by-the-book. Join Booth and Top of Mind’s Ryan Minard as they demonstrate the wildly creative ways VIP Mortgage has used SurefireCRM to elevate the company’s marketing department from “zero to hero” in the eyes of its LOs.Key takeaways:Learn why admin-driven marketing may be the best model for most mortgage companiesHear about fresh tactics for using SurefireCRM to get more leads, strengthen referral partner relationships and convert more leads to loansExplore creative internal uses for Power Messaging, like keeping employees connected, notifying LOs about new content and recruiting talentCheck out our case study: VIP Mortgage Wins Over LOs with SurefireCRM’s Administrator-Led Marketing Campaigns

Recording from Live Webinar Outbound phone calls have re-emerged as a powerful marketing tool that’s one of the most effective ways to convert warm referrals and move borrowers through the loan process faster. The question is, how do you fit more calls into a day that’s already jam-packed? And how do you justify taking that time by ensuring every call is as effective as it can be?Key takeaways:Timing is everything. Use SurefireCRM’s alerts feature to plan timely outreach to segmented call lists.Work smarter, not harder. Let SurefireCRM’s Power Calls feature automatically dial your entire list of contacts, leave pre-recorded voicemails and track leads for you.Need an icebreaker? Start calls off on the right foot with SurefireCRM’s compliant, customizable call scripts.Become a better advisor. Take your outbound marketing to the next level with tools and market insights from MBS Highway that will empower you to speak to customers with renewed confidence and purpose.

Recording from Live Webinar Discover the power of establishing a closed-loop integration between your website, POS and SurefireCRM. Convert drive-by traffic into true inbound leads, then let SurefireCRM automatically nurture those leads from application to funding to post-close. This session proudly features special guest Zac Scalzi of Floify, but attendees will benefit no matter what POS they use.Key Takeaways:Learn what steps to take to establish an integration between your website, POS and SurefireCRMIdentify opportunities for improving your “return on innovation” by integrating previously siloed systemsEliminate manual data entry to reduce errors and increase efficiencyDerive greater value from your website by converting web traffic into leadsIncrease pull-through rate with in-process communication that educates and nudges borrowers along if they abandon the application at any milestoneDrive referral and repeat business by delivering an exceptional user experience and consistent post-close outreach

Meet some of the leadership of Top of Mind in a lighthearted review of the key feature releases for Surefire CRM in 2020 and coverage of how Top of Mind as a business is working in this new environment to serve its valued customers.

Take a virtual ride with Top of Mind CEO Bill Hayes and EVP Nick through this year’s turbulent news feed through the lens of a mortgage lender. Share some laughs as they cover high-level marketing strategies that align and respond to key events in 2020.

Feeling Betrayed by Your CRM?Are you invisible to your prospects? Your applicants? Your borrowers? Is marketing a true competitive advantage for you as a lender? Can you offer real value to your partners through your market presence?This month we are focusing on creative content at Top of Mind.Lenders are feeling betrayed by full-service marketing platforms that show up totally empty.Even worse, lenders get locked in, often for three years at a time, working with a platform that nickel and dime them for every content piece created to compete in today’s burning hot market.It’s time to stand out. Surefire has been the content leader for years. We’d love to show you more of our award-winning content.