Surefire CRM


Surefire CRM is the preferred solution for individuals to enterprise lenders mortgage and mortgage loan officers. Sign up today!


Introduction to Surefire CRM

Surefire is leading CRM and Mortgage Marketing Engine empowers several mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.

Key Features of Surefire CRM

  1. Opportunity Alerts
  2. Outbound Calling with Power Calls
  3. Single Property Sites
  4. Open House Intelligence
  5. No-Contact QR codes for Open Houses
  6. Referral Partner Workflows and Portal
  7. Pulse Reports delivered automatically
  8. LO Custom Views and Pipeline
  9. Automatic Task Management