Training Resources for Surefire CRM
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.
- 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