Training Resources for Surefire CRM
Updating Company Information in Surefire
Your company profile contains information on everything from your mailing address to you NMLS licensure. In this video you’ll learn how to review and update thin information with a few clicks.
Cleaning Spreadsheets Prior To Uploading Data
This two part video series covers the steps system administrators should take prior to sending in CSV files for upload into their Surefire database.
Quickly Eliminate Duplicates From Your Database
Duplicate contacts take up space and can cause issues for your mortgage marketing strategy.
Success Through Database Segmentation
Segmenting your database helps make sure that you are sending the right information to the right group of contacts at the right time. This video will show you the many ways to segment your contact groups.
Adding Contacts To Workflows
Workflows help to automate your marketing process delivering emails, videos, and other creative contact based on different triggers you set. In this video you’ll be introduced to the basics of marketing workflows.
The Media Library and Deployment Center
Surefire’s media library is full of different creative assets that you can update with your company branding and deploy across different channels.
Deploying Flyers and Single Property Sites
Single Property Sites and flyers help loan officers work with their real estate partners to co-market listings. These tools are great for building out referral partner networks.
Finding Opportunities in Your Own Database
This video teaches how you can leverage your data to create new opportunities with the existing contacts in your database.
Rules and Workflows Automate Your Marketing
Rules and workflows are the cornerstone of marketing automation. In this video you’ll learn how to review and edit these functions.
- Surefire New Account Set Up Checklist
- 5 Reasons to Not Use Spreadsheets for Your Mortgage Sale Pipeline
- 6 Ways Mortgage Marketing Automation Will Help Your Business
- How to Create a Mortgage Marketing Plan That Will Convert
- In Mortgage Marketing, Know When to Automate — and When to Apply a Human Touch
- How to Create Mortgage Marketing Newsletters that Convert
- 11 Great Social Media Marketing Examples for Mortgage Loan Officers
- 6 Digital Content Tips for More Effective Financial Services Marketing