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.
What’s Available in Your Media Library?
Surefire CRM has an extensive media library housing videos, flyers, emails, forms and so much more. This video will introduce you to all of the available deployments in the library.
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.
Distributing Contact Forms
Contact forms are a tool in the Surefire system that help your new and existing customer submit their information directly into your contact database.
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.
Find and Download a Flyer in the Media Library
With the Surefire platform, you have the ability to download and send flyers to your customers. In this video you’ll discover where flyers are housed and how to deploy them in the platform.
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Additional Resources
- 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