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Surefire Institute

Training Resources for Surefire CRM

Getting Started

The following videos provide “How-To” insight on setting up Surefire CRM for the first time.

Spreadsheet Cleansing for Database Uploads to Surefire

This video provides a short overview of how to clean your spreadsheet prior to the sheet being uploaded into Surefire to ensure quality and clean data is input into your customer database.

Manage Your Company Brand and Licensing

This video provides a short overview of how to manage your company information within your Surefire account, such as company logo, licensing, and other branded content.

Manage Your Surefire Profile

This video provides a short overview of how to manage the information within your Surefire profile, such as licensing, title, mobile number, headshot, and more.

Integrating Your Social Accounts

This video provides a short overview of how to integrate your Facebook and/or LinkedIn accounts with your Surefire profile. Once integrated, you can send social media deployments through Surefire.

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Exploring Surefire

Now that you’ve conquered your first steps, let’s dig a little deeper into Surefire’s capabilities. If you still need assistance after reviewing this content, please contact us.

Creating a Search Group

This video provides a short overview of how to create a search group to segment your mortgage database, which can then be utilized to conduct deployments or add the contacts to an automated workflow.

Utilizing Search Groups

This video provides a short overview of how to utilize search groups to conduct deployments and add the contacts to an email drip campaign or custom workflow.

Managing the Notification Center

This video provides a short overview of how to manage the Notification Center within a user profile. Automatic notifications can be enabled daily or weekly to receive an email about birthdays, deployments, opportunity alerts, and more.

Managing Deals & In-Process Communications

This video provides a short overview of how to manage a deal pipeline and update deal milestones to deploy in-process communications through your mortgage CRM.  

Adding Contacts to a Workflow

This video provides a short overview of how to add a contact to a workflow. Automated workflows can be utilized to stay in touch with prospects, past clients, and more. 

Review Surefire Content Media Library

This video provides a short overview of how to view and browse the Media Library within Surefire for the marketing content you can deploy to your contacts.

Interacting with Your Customers

Now, it’s time to wrap your Surefire training with a bow and put your mortgage CRM to work. Watch these videos and you’ll get back on track with your customers in no time. If you still need assistance after reviewing this content, please contact us.

Send a Written Email to a Contact

This video provides a short over of how to send an email to a single contact. This email is able to be written within Surefire and sent to the particular contact “One-To-One.”

Creating Custom Emails

This video provides an overview of how to create custom emails within Surefire to create personal messages to your prospects and customers with your mortgage CRM. 

Send an Email Deployment Blast

This video provides a short overview of how to send an email deployment blast to many contacts.

Subscribing to Recurring Deployments

This video provides a short overview of the available Recurring Deployments within Surefire, how to subscribe or unsubscribe from these Recurring Deployments, and how to build an email audience.

Reviewing Scheduled and Past Deployments

This video provides an overview of the Surefire Deployment Center, and how to review scheduled and past deployments for compliance

Viewing Surefire Forms

This video provides a short overview of the lead generation forms in the Surefire library, and how to use these forms to gather information to add to your marketing database.

Distribute Surefire Forms to your Website

This video provides a short overview of how to distribute Surefire forms and landing pages to your website to collect lead information to be added to your Surefire database.